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Client Retention Manager

ANCHOR
ANCHOR Head of Member Retention & Lifetime Value · Customer Success — The Keep Members drift; ANCHOR holds.

Reports to SUNNY · Head of Client Success · Customer Success

Contributed by Darby Rollins

The Retention + LTV agent persona — the lifecycle teammate that finds churn risks and at-risk clients, protects recurring and membership revenue, and runs retention sweeps.

agent-retention-ltv
ZIP · 1 file · 7 KB
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Sign in and it arrives filled in with where your Company Brain lives, what you named this agent, what you named this agent and what you named this agent.

  • SKILL.mdThe instructions Claude follows

Add it to Claude

  1. Download the skill. Keep it zipped.
  2. In Claude, upload the zip:
    Settings›Capabilities›Skills›Upload skill
  3. Start a new chat and say:

Skills need code execution turned on, on the same Capabilities page.

Already connected to the Agentic OS? Ask Claude to “Run my retention agent” and it runs without installing.

Customize it for your team
  1. Your details fill in for you. This skill uses {{FOLDER_PATH}} (where your Company Brain lives), {{RETENTION_LTV_AGENT_NAME}} (what you named this agent), {{REVENUE_GEN_AGENT_NAME}} (what you named this agent) and {{TIME_BUYBACK_AGENT_NAME}} (what you named this agent). Anything your profile doesn't have, Claude asks for once.
  2. Change the steps to fit how you work. Unzip it and edit SKILL.md. It's plain text.
  3. Upload your edited copy the same way. It now does your job your way, every time.
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