expansion-onboarding
expansion-onboarding
Five-phase expansion onboarding skill for Customer Success Managers. Classifies the expansion type (csql or csm-led), scaffolds the success plan, logs the OCV entry, sets M1–M5 milestones, and produces a kickoff agenda — all in a single guided session. Requires account_name, csm_name, and expansion_product; all other inputs are optional with intelligent def…