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OpenIntermediate

Configure Clawd for Customer Success Team

Overview

Set up Clawd bot for a customer success team with custom prompts for QBR prep, churn risk analysis, and renewal playbook generation.

Full Brief

The client's CS team of 8 manages 150+ accounts. They want Clawd configured with prompts that help them: prep for QBRs (pull account data → generate talking points), flag churn risk signals, and draft renewal emails. You'll work with their CS lead to define the prompt templates and test them against real account scenarios.

Deliverables

Clawd configured in CS Slack channels
QBR prep prompt template (tested)
Churn risk analysis prompt (tested)
Renewal email generator prompt (tested)
Prompt documentation

Tools & Stack

ClawdSlackSalesforce (read access)
Payout
$225
Est. Time3–4 hrs
Applicants2
Pay Rate$75/hr est.

Applications reviewed within 24 hrs

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