Heavybit Skill
Customer Success & Onboarding
How to build customer success programs and optimize onboarding for retention at developer-focused companies. Covers CS org design, health scores, sales-to-CS handoffs, sponsor changes, and scaling CS operations from startup to growth stage. Drawn from practitioners at Gainsight, LaunchDarkly, and others.
Built from what these operators shared
Customer Success & Onboarding
Built from eleven library resources
What a skill is
A skill is a set of working instructions your agent loads when you need it, built from the strategies operators shared in the Heavybit Library. It guides the work and you still do it. Heavybit reads and approves every skill before it ships, and keeps updating skills as new content enters the Library. Skills are plain text, so you or your agent can read any skill in full before acting on it. Your agent decides how to apply a skill, so check its work; if a skill gets something wrong, ask your agent to report it or email platform@heavybit.com.
Connect your agent
- Add the endpoint below to your harness: Claude Code, Codex, Claude, Cursor, ChatGPT, or another that supports MCP.
- Sign in to your Heavybit account with Google or GitHub when your agent asks. It's free, and your first sign-in creates the account.
- Tell your agent what you're working on. It finds the right skill, or you can ask for one by name.
MCP endpointhttps://crucible.heavybit.com/mcp
Built from the Heavybit Library
The operators behind this skill shared what they know in these talks, podcasts, and articles. Every one is free in the Heavybit Library.
- Article
Elements of User Onboardingâs Samuel Hulick
AUG 5, 2014With Dana Oshiro
Portland-based UX guru Samuel Hulick is best known as the author of The Elements of User Onboarding and the creator of UserOnboard.comâ a site that offers UX teardowns of some of the webâs most popular services. Heavybit caught up with Hulick to interview himâŠ
Article
Elements of User Onboardingâs Samuel Hulick
Read5 MIN
- Video
Investing In Customer Success
JUL 30, 2015With Don MacLennan
Your marketing is generating leads and your inbound sales team is primed to close the deal. The only problem is that customer success is an afterthought in your sales cycle. In this presentation youâll learn how to operationalize your sales workflow toâŠ
Video
Investing In Customer Success
Watch42 MIN
- Video
Customer Health Insights with Lookerâs Colin Zima
JUL 17, 2020With Colin Zima
In this Speaker Series, Lookerâs Chief Analytics Officer and VP Strategy Colin Zima outlines how to define customer health and use it to inform every aspect of your business.
Video
Customer Health Insights with Lookerâs Colin Zima
Watch40 MIN