Customer Success Offer

Prove ongoing value to existing customers by closing the measured gap between what they bought and what they have achieved.

Free simple Funnel-Stage Offers

What it adds

The builder uses your usage and outcome data from the source files to identify customers whose results lag their potential, then constructs a targeted support engagement aimed at that specific gap. It converts because the argument is evidence rather than persuasion: the customer sees their own unused capability quantified and is offered the shortest path to closing it. The conversion event is enrollment in the success engagement plus a scheduled first working session.

What your builder is told to do

The actual instructions, in order.

1
Inspect the source files and define what a fully-realized outcome looks like for this product, expressed in terms the customer already recognizes from their own account.
2
Build the gap calculation: compare each customer's current state to that definition using only data the source files actually expose, and exclude customers whose data is too sparse to support a claim.
3
Present the gap without blame — a short factual summary of what is in place, what is not, and what the difference typically enables — with no fabricated figures or comparisons to other customers.
4
Scope the engagement tightly: a fixed number of sessions or a defined period, with a named deliverable at the end and explicit customer responsibilities.
5
Price it against the value of the unrealized capability the customer already owns, framing it as unlocking a paid-for asset rather than as a new purchase.
6
Make the conversion action a scheduling step that books a real first session, since an unscheduled enrollment decays before it starts.
7
Define layout: mobile shows the gap summary as three or four stat lines with one booking action; tablet adds the engagement outline beneath; desktop pairs the gap visualization with the session plan and booking panel in a single view.
8
Gate eligibility to customers with sufficient data and available delivery capacity, and track gap identified, offer viewed, enrolled, and session held as distinct events.

Edge cases it handles

The things an agent skips when you only say "build a customer success offer".

A customer's gap is small: suppress the offer rather than manufacturing a problem.
Data is incomplete for a customer: exclude them or present only the verified portion with an explicit note.
The customer's stated goal differs from the product's default outcome: confirm the goal before proposing the engagement.
Delivery capacity is full: present a waitlist with a real expected start rather than booking beyond capacity.
The customer declines: schedule a re-evaluation after a defined interval instead of repeating the offer immediately.

Definition of done

Your builder is required to check every one of these before reporting the work finished.

A realized-outcome definition and a gap calculation are both documented from the source files.
Gap summaries use only verified account data with no invented benchmarks or comparisons.
Engagement scope, duration, deliverable, and customer responsibilities are stated before price.
Mobile, tablet, and desktop each present the gap and booking action clearly.
The conversion action books an actual first session, subject to real capacity.
Customers with insufficient data or a negligible gap are excluded.
The builder reports which source files provided outcome and usage data and which measurement assumptions are unresolved.

Related offer files

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How it works

1

Copy the link

Grab the Markdown blueprint URL for this offer type.
2

Give it to your builder

Paste it into Claude Code, Cursor, Codex, or whatever AI builder is already working in your app.
3

It maps, then builds

Your agent reads the blueprint first, then builds the offer into your app around the product, audience, and stack.

Works with your stack

These blueprints are written to adapt. They tell the agent to detect your framework, match your existing design system, and use your source files instead of guessing the offer.

Need it tighter than that? Customize the offer file and tell it exactly which source docs and stack to use.