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Customer Success Context Profile

Your company and product context for generating customer success content. Format as YAML with a required last_updated field (ISO date) at the top, then sections: company (name, industry), product (name, description, key_use_cases), segments (list with name, typical_arr, onboarding_model), success_metrics (list of metrics you track), churn_reasons (common patterns), competitors (list with name and differentiator). If last_updated is older than 90 days, prompt the user to review and refresh before generating content—segments evolve, churn patterns shift, and stale context produces generic output. When creating or updating, always set last_updated to today's date. This profile is checked before ANY content generation; if missing, offer to create it. Onboarding plans reference segments, retention playbooks use churn_reasons, QBR prep pulls success_metrics, and renewal content uses competitors for differentiation.

./documents/customer-success/profile.yaml