Rev-IQ Onboarding Plan Builder
Builds a seven-phase implementation plan with an artefact and exit test per phase, and a one-page scope with both sides' commitments and success criteria.
Skills bundle · Retention
Rev-IQ Retention and Customer Success Kit
Keep the customers you've won, without waiting to hire a CS team.
Five skills that run customer success as a system: a repeatable onboarding plan and scope document, a health score for every account, a save plan when an account turns red, a 20-minute quarterly review, and support tiers with SLAs set from real capacity.
A$149inc GST
- 5 skills for Claude, ChatGPT or Perplexity
- One-off payment, one business licence
- Instant download and install guide
- 12 months of updates
What's included
5 skills that produce finished work
Each skill runs a Rev-IQ framework step by step and hands back something you can use straight away.
Rev-IQ Customer Health Scorer
Scores every account on usage, support, feedback and champion engagement, tiers them green, yellow or red, and sets the next touch for each.
Built on Customer Success at 0-20 Customers, Before You Hire a CSM
Rev-IQ At-risk Account Save Plan
Diagnoses why an account is at risk, writes a dated 30-day save plan with an executive owner, and drafts the outreach and save-call agenda.
Built on Customer Success at 0-20 Customers, Before You Hire a CSM
Rev-IQ Quarterly Review Call
Prepares a fixed four-question, 20-minute review call instead of a QBR deck, then writes the follow-up and a consistent account record.
Built on Customer Success at 0-20 Customers, Before You Hire a CSM
Rev-IQ Support Tiers and SLA Designer
Defines severity tiers by concrete criteria, sets SLAs from your real response times, and turns repeat questions into knowledge base articles.
Built on How to Set Up Support Tiers, SLAs, and a Knowledge Base
Who it's for
Built for the work, not the theory
Founders, heads of customer and account managers in B2B technology businesses with roughly 10 to 300 customers, running customer success without a dedicated team or with a small one. It suits anyone who has had a customer cancel and only then realised the signs were there.
You'll need: Your customer list with revenue per account and whatever you know about usage, tickets, feedback and champions. For onboarding, what's usually included; for support, a ticket export helps.
Not for: Choosing a CS or helpdesk platform, consumer subscription churn, contract disputes, or legal drafting of service levels.
Built on: How to Onboard Customers Without Reinventing It Every Time, Define Onboarding Like a Product, Not a Favour, Customer Success at 0-20 Customers, Before You Hire a CSM, How to Set Up Support Tiers, SLAs, and a Knowledge Base.
The skills run inside your own AI account. Nothing you enter is sent to Rev-IQ.
Sample output, abridged
Customer health: Northwind Rostering, October 2026
| Tier | Accounts | MRR | Share |
|---|---|---|---|
| Red | 3 | A$14,700 | 36% |
| Yellow | 5 | A$17,100 | 42% |
| Green | 4 | A$9,300 | 23% |
Westside Aged Living needs the CEO this week
A$9,000 MRR, renewing 1 December. Usage is falling, seven tickets in 90 days with negative sentiment, NPS 3, and the champion has left. It scores 1.0 of 3 on every input.
The pattern: two of the three red accounts renew within 63 days, and two yellow accounts have no owner. Next: the At-risk Account Save Plan names the likely cause (champion lost), gives Sam Patel a contact date and drafts his email to the new operations lead.
Northwind Rostering is a fictional 30-customer software business used to test every Rev-IQ skill. Your output will reflect your own information.
Check before you buy
Make sure your AI platform supports skills
Paid skills aren't refundable, so check your platform and plan first. Each install guide is free to read before you buy.
Claude
Free, Pro, Max, Team and Enterprise plans, with code execution switched on.
- Go to Customize, then Skills.
- Select +, then + Create skill, then Upload a skill.
- Choose the .zip file you downloaded and check the skill is switched on.
On Enterprise, an organisation owner turns on Skills and code execution first. Upload each skill in the bundle separately.
Claude install guide (PDF) →ChatGPT
Business, Enterprise, Healthcare and Edu workspaces. Personal Free, Plus and Pro plans don't currently include skill uploads.
- In the sidebar, select Plugins, then the Skills tab.
- Select Create, then Upload from your computer.
- Choose the .zip file you downloaded. Type @ in a chat to run it.
On Enterprise and Edu, a workspace admin may need to enable skill uploading. Upload each skill in the bundle separately.
ChatGPT install guide (PDF) →Perplexity
Any plan that includes Computer: Pro, Max, Enterprise Pro and Enterprise Max.
- In Computer, go to the Skills page.
- Select Create skill, then Upload a skill.
- Drag in the .zip file you downloaded. It's ready in your next task.
Use the Perplexity download. It's packaged differently from the other two. Upload each skill in the bundle separately.
Perplexity install guide (PDF) →Not sure your plan qualifies?
Try a free Rev-IQ skill first. If it installs and runs, the paid skills will too, on the same platform and plan.
Questions
Buying the Retention and Customer Success Kit
What do I get when I buy?
An instant download of every skill in the bundle for your chosen AI platform, as one .zip or skill by skill, plus a step-by-step install guide. Your download page stays available for 12 months, and includes any updated versions released in that time. You can switch platform on the download page, so you're not locked into the one you picked at checkout.
Is the price inclusive of GST?
Yes. Prices are in Australian dollars and include GST where it applies, so the price you see is the price you pay. If you tick "I'm purchasing as a business" at checkout and enter your ABN, Stripe treats it as a business purchase and no GST is charged, but the price stays the same. Stripe emails your receipt.
Can I get a refund?
No. Because the skills are digital files delivered straight away, paid skills aren't refundable for change of mind, buying the wrong product or because your AI platform or plan doesn't support skills. Please check the platform requirements on this page before you buy. This doesn't limit your rights under the Australian Consumer Law.
Can my team use it?
Yes. One purchase covers use within one business, including its employees and contractors working for it. Please don't share the files outside your business, resell them or use them in services you sell to others. Advisers who want to use the skills across several client businesses should get in touch first.
What happens to the information I put in?
The skills run inside your own AI account. Nothing you enter or upload is sent to Rev-IQ. Your AI provider's terms, your plan's data settings and your organisation's policies apply, so remove anything you're not comfortable sharing.
How reliable are the outputs?
Each skill applies a fixed Rev-IQ framework, and several use a built-in calculator so the scoring and maths are consistent. The output is only as good as the information you give it, and AI can make mistakes. Check the figures and treat the output as a strong first draft, not a final answer. Results aren't guaranteed.
Also available
Sold under the Rev-IQ Terms of Use: one business licence, not for resale or redistribution, no refunds except where the Australian Consumer Law requires. Outputs are general guidance based on the information you provide, not financial, legal or professional advice, and results aren't guaranteed. Claude is a trademark of Anthropic, ChatGPT of OpenAI and Perplexity of Perplexity AI. Rev-IQ isn't affiliated with or endorsed by them.