Success Criteria Agent

Turn the business case that was sold into measurable success criteria, with a baseline, a target, and a date for each one, ready for Customer Success to agree with the customer.

Trigger: a kickoff is scheduled
AI steps: turn each business case into measurable success criteria
Output: criteria written to the account and sent to Customer Success, optionally to the customer sponsor

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Success Criteria Agent: a kickoff is scheduled; turn each business case into measurable success criteria; criteria written to the account and sent to Customer Success, optionally to the customer sponsor

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run before the kickoff

Trigger

Record-Triggered · A kickoff is scheduled

Pull the business case

Action

Get/Lookup · Recording · Calls: where the case was made

Make the criteria measurable

Action

AI Step · Output: measurable criteria

Write them to the account

Action

Update/Enrich · Account · Updates: the agreed criteria

Send them to Customer Success, optionally to the sponsor

Output

Send External Email · Recipients: CS, opt. to the customer sponsor

TriggerStep 1 of 6

Run before the kickoff

Before the kickoff, the agent starts drafting the success criteria that Customer Success can review with the customer. This gives both sides something specific to agree on during the kickoff.

Trigger: A kickoff is scheduled
Timing: Before the kickoff takes place

ActionStep 2 of 6

Pull the business case

Next, the agent pulls the calls where the business case was made. Those conversations contain the numbers and outcomes that were discussed during the sale, which the agent uses to draft the criteria.

Include: Calls where the business case was argued
Pull: The numbers and outcomes discussed on those calls

ActionStep 3 of 6

Make the criteria measurable

The agent turns each business case into a measurable criterion with a baseline, a target, and a date. If nobody stated a baseline on the calls, it says so rather than filling in a number that was never discussed.

You are turning the business case sold to a customer into measurable success criteria for Customer Success to agree during the kickoff.

Input: the calls where the business case was made, including the numbers and outcomes discussed.

For each business case:

Write a criterion that is specific enough for the customer to meet or fail.
State the baseline discussed on the calls.
State the target outcome.
Give the date by which the target should be reached.

Rules: where no baseline was ever stated, say so rather than inventing one. Keep each criterion tied to the business case that was sold.

Return a list of measurable criteria, with the baseline, target, and date for each one.

Prompt

[Step 3 prompt is missing]

Copy

ActionStep 4 of 6

Write them to the account

The agent writes the measurable criteria to the account. Keeping them on the account gives Customer Success and the customer something to point back to at renewal, even a year later.

Update: The success criteria on the account
Keep: Each criterion's baseline, target, and date

OutputStep 5 of 6

Send them to Customer Success, optionally to the sponsor

The agent sends the criteria to Customer Success for approval. Once approved, Customer Success can send them to the customer sponsor for agreement and buy-in.

Recipient: Customer Success
Optional recipient: The customer sponsor
Send to the customer sponsor: Only after Customer Success approves the criteria

Output

Measurable success criteria on the account and with Customer Success

Get measurable success criteria with a baseline, target, and date for each business case that was sold. Customer Success can review them before the kickoff, agree them with the customer sponsor, and return to the same criteria at renewal.