/retention-dashboard
Use to visualize churn, expansion, and health metrics across cohorts.
$ npx -y skills add gtmagents/gtm-agents --skill retention-dashboard --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/retention-dashboard
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use to visualize churn, expansion, and health metrics across cohorts.
SKILL.md
retention-dashboard.SKILL.mdname: retention-dashboard description: Use to visualize churn, expansion, and health metrics across cohorts.
Retention Dashboard Toolkit Skill
When to Use
- Automating retention reviews for CS, lifecycle marketing, or execs.
- Tracking pilot outcomes for adoption/save plays.
- Providing drillable dashboards to segment owners.
Framework
1. **Metric Definitions** – ARR retention, logo retention, expansion %, health scores. 2. **Cohort Dimensions** – plan, persona, region, industry, product, acquisition channel. 3. **Visualization Layout** – summary tiles, cohort heatmaps, waterfall, signal callouts. 4. **Alerting Layer** – thresholds for Slack/email alerts when metrics breach targets. 5. **Annotation Workflow** – capture commentary, actions, and follow-up owners.
Templates
- BI dashboard spec (metrics, dimensions, filters, refresh cadence).
- Weekly retention digest format.
- Alert template with context + call to action.
Tips
- Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
- Tie charts to plays so stakeholders know what to do next.
- Pair with `activation-map` to log actions triggered by signals.
---
Free AI automation for sales, marketing, and growth teams. No coding required.
Other skills on gtm-agents.
- /account-tiering
Use when defining ABM tiers, scoring logic, and coverage rules.
Open skill - /personalization
Use when crafting tiered ABM messaging, offers, and creative variants.
Open skill - /signal-intel
Use when consolidating intent, product usage, and third-party signals
Open skill - /account-health-framework
Use to score accounts, flag risks, and standardize remediation triggers.
Open skill - /exec-briefing
Use to craft concise executive updates, agendas, and follow-up logs for
Open skill - /expansion-playbook
Use to package upsell, cross-sell, and advocacy motions tied to customer
Open skill