Customer success workflows — HG Insights GTM Marketplace
Workflows for customer success, ready to launch in Claude, ChatGPT, or HG Insights Playground.
By role
By GTM challenge
Required MCP servers
QBR Pre-Read
Replace the rerun-last-quarter's-deck habit with a brief that surfaces what actually changed.
brief_generationCustomer successexec_account_review1 MCP server
Champion-Change Alert Brief
Your champion left. Get a 5-minute recovery brief — replacements, outreach, defensive moves.
account_planningCustomer successmulti_threading1 MCP server
Re-engagement Brief
Walk back into a dormant account with a reason to call — not 'just checking in' fatigue.
pre_call_prepOutbound prospectingCustomer success1 MCP server
Whitespace Cross-Sell Map
Replace 'what else can we sell them' brainstorms with peer-anchored cross-sell rankings.
account_planningCustomer successDeal execution1 MCP server
Renewal Pipeline Risk Scan
Scan the renewal book for accounts whose signals turned — declining intent, a competitor installed, a downsizing signal — so renewals get worked before they're at risk, not at the wire.
RevOpsCustomer successpipeline_management1 MCP server
Renewal Risk Brief
See churn coming 6-12 months before the alarm — with named save actions for at-risk accounts.
brief_generationCustomer successAccount Executive1 MCP server