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customer-insights

customer-insights

github.com/gtmagentsMarketing & growth42879 installsUpdated 30w ago
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About customer-insights

customer-insights is a customer insight and telemetry skill for marketing, customer success, and product teams. It outlines how to segment lifecycle journeys, prioritize accounts, identify churn risks, and track outcomes across data signals and insight delivery.

Key features

  1. 01Combine usage, engagement, and commercial signals
  2. 02Plan data sources and refresh cadence
  3. 03Align account and user identifiers
  4. 04Deliver insights through dashboards and alerts
  5. 05Track expansion, retention, and advocacy outcomes

Use cases

  1. 01Building segment-specific lifecycle journeys
  2. 02Prioritizing accounts for adoption or expansion support
  3. 03Identifying churn and retention risks

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill customer-insights

After installing, type/customer-insightsin Claude Code to confirm it loaded.

Details

From the project README

Customer Insights & Telemetry Skill

When to Use

  • Building segment-specific lifecycle journeys.
  • Prioritizing accounts for adoption help, expansion offers, or advocacy invites.
  • Diagnosing churn/retention risks and surfacing insights to CS + product.

Framework

  1. Signals Stack – product usage, engagement, sentiment, commercial, health composite.
  2. Data Plumbing – define sources (warehouse, product analytics, CS tools) and refresh cadence.
  3. Normalization – align account/user IDs, tag personas/verticals.
  4. Insight Delivery – dashboards + alerts to lifecycle, CS, product teams.
  5. Closed Loop – track outcomes (expansion booked, churn prevented, advocacy activated).

Templates

  • Health score schema (dimensions, weight, threshold, owner).
  • Insight brief (observation, impact, recommended play, owner, due date).
  • Data dictionary for lifecycle dashboards.

Tips

  • Keep manual notes from CSMs in sync with telemetry to avoid blind spots.
  • Tag signals by persona/vertical for more precise plays.
  • Automate distribution via Slack/email alerts tied to triggers.

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