Client Success & Revenue Expansion
AdvisoryAudited by Static analysis on Apr 30, 2026.
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Artifact-based informational review of SKILL.md, metadata, install specs, static scan signals, and capability signals. ClawScan does not execute the skill or run runtime probes.
An agent with connected business tools could change CRM records, provision access, or run recurring alerts if the user allows those tools.
These are operational actions an agent might attempt if connected to CRM, access-management, or automation tools. They are aligned with onboarding and retention, but should require user approval and clear scoping.
Score every account weekly. Automate where possible. ... Grant all necessary access, tools, integrations ... Update CRM with 30-day health assessment
Use the skill for planning by default, and require explicit approval before access changes, CRM writes, automated alerts, or customer outreach.
The agent may process sensitive customer/account and billing-status information to produce health scores or churn reports.
The health score relies on customer account behavior and billing-related data. No credentials are requested or mishandled in the artifacts, but this data should only come from authorized sources.
login_frequency_vs_baseline ... payment_history: # last 6 months ... billing_page_visits: # in last 30 days
Limit connected data to the minimum needed, prefer status-level payment data over full payment details, and only use customer data you are authorized to analyze.
Incorrect or overly broad CRM notes could persist and affect how customers are handled later.
The skill recommends storing customer goals and health assessments in a persistent CRM record, which can influence future decisions. This is expected for client success work but should be accurate and access-controlled.
Record their stated goals and success criteria in CRM ... Update CRM with 30-day health assessment
Review health-score inputs and CRM notes before saving them, and follow your organization’s access, retention, and correction policies.