Skill UI

Interactive coaching that walks PMs through preparing, interviewing, onboarding, and recalibrating during the PM-to-Director transition, using adaptive questions tied to the Altitude & Horizon model for real-world challenges.

Guide VP/CPO transitions through a 30-60-90-day diagnostic onboarding that emphasizes learning, evidence gathering, and phased decisions instead of premature execution.

This skill generates a comprehensive, structured Customer Success Plan (CSP) that serves as a joint roadmap between the Customer Success Manager (CSM) and the client. It guides collaboration through defined business goals, measurable success metrics (KPIs), and phased milestones across the entire customer lifecycle, from onboarding to renewal and expansion. Ideal for kickoff calls, Quarterly Business Reviews (QBRs), and joint planning sessions.

This comprehensive single-page template guides new hires through their first week. It integrates the welcome message, detailed 5-day schedule, key contacts (Manager/Buddy), necessary equipment checklist, and structured learning tracks. It ensures new employees understand their immediate journey and completion standards upon joining.