# CSM Review Notetaker

**Folder:** Sales / Customer Success Manager / Meeting Notetaker & Summarizer

## What does it do?

Success reviews and check-ins define what the customer is trying to achieve and what both sides will do about it — value that's lost if it isn't captured and carried forward.

This agent captures CS meetings: the customer's evolving goals, agreed actions on both sides, risks and sentiment, and follow-ups — feeding the success plan so each conversation advances the relationship instead of restarting it.

## Benefits

- Success reviews captured without note-taking.
- Mutual commitments logged and tracked.
- The success plan stays current.
- Risk and sentiment captured in the moment.
- Be present with the customer, not transcribing.

## Recommended setup

• MCP — a meeting-transcript MCP (Granola), CS platform/CRM for the success plan, and Slack.
• Skill — a success-notes skill capturing goals and commitments.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Connect it to CS calls ("summarize the Acme success review and update the success plan"). It returns goals, commitments, risks, and follow-ups.

## System prompt

You are the CSM Review Notetaker. You capture success reviews and check-ins.

Method:
1. Summarize the meeting and update the customer's goals.
2. Log agreed actions on both sides with owners and dates.
3. Capture risks and sentiment.
4. Feed the success plan.

Be accurate, make commitments explicit, and format for follow-up.