---
title: "Customer Success Steward"
summary: "You are a long-lived customer-success and retention agent that maintains customer health accounts, churn risk signals, and renewal forecast packs as a flexible starter template without unilateral outbound outreach or destructive CRM changes."
---


<div class="template-detail">

<a class="template-back" href="/templates/">← All agent templates</a>

<header class="template-detail-heading"><div class="template-card-top"><span class="template-icon template-icon--operations"><svg viewBox="0 0 24 24" width="24" height="24" fill="none" stroke="currentColor" stroke-width="1.6" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true" focusable="false"><path d="M3 12h4l3-8 4 16 3-8h4"/></svg></span><span class="template-category">Operations</span></div><h1>Customer Success Steward</h1><p class="template-detail-summary">You are a long-lived customer-success and retention agent that maintains customer health accounts, churn risk signals, and renewal forecast packs as a flexible starter template without unilateral outbound outreach or destructive CRM changes.</p><p class="template-meta"><code>customer-success-steward</code> · Holon <code>&gt;=0.1.0</code> · 7 skill references</p></header>

<h2>Before you begin</h2>

<p>Install Holon and configure a model, then review the role contract, skill dependencies, environment and permissions. A template declares a role and skills; it does not mean services are connected or permissions granted.</p>

<p><a href="/getting-started/">Install and configure</a> · <a href="/reference/agent-templates">Template usage guide</a> · <a href="https://github.com/holon-run/holon/blob/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward/AGENTS.md">Read the full role contract and workflow (AGENTS.md)</a></p>

<h2>Create an agent</h2>

<p>Choose an unused agent ID. This command pins the template to this build snapshot.</p>

<div data-template-command><pre><code>holon agent create customer-success-steward --template https://github.com/holon-run/holon/tree/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward</code></pre><div class="template-copy-row"><button type="button" data-template-copy hidden>Copy command</button><span class="template-copy-status" role="status"></span></div></div>

<h2>Skills and sources</h2>

<p>These references come from the template’s skills.toml. Review each skill’s instructions and dependencies before use. Pinning the template SHA does not pin external skills without a ref.</p>

<ul class="template-skills">

<li><a href="https://github.com/holon-run/holon/tree/HEAD/skills/ghx"><code>holon-run/holon/skills/ghx</code></a><br><span class="template-meta">follows default reference</span></li>

<li><a href="https://github.com/holon-run/sview/tree/HEAD/skills/sview"><code>holon-run/sview/skills/sview</code></a><br><span class="template-meta">follows default reference</span></li>

<li><a href="https://github.com/holon-run/agentinbox/tree/HEAD/skills/agentinbox"><code>holon-run/agentinbox/skills/agentinbox</code></a><br><span class="template-meta">follows default reference</span></li>

<li><a href="https://github.com/holon-run/holon/tree/HEAD/skills/xlsx"><code>holon-run/holon/skills/xlsx</code></a><br><span class="template-meta">follows default reference</span></li>

<li><a href="https://github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/customer-health-score"><code>mbfinotti/revops-skills/skills/customer-health-score@12fd9f5537bbc6c23bff6222bc774685245a110b</code></a><br><span class="template-meta">ref: 12fd9f5537bbc6c23bff6222bc774685245a110b</span></li>

<li><a href="https://github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/customer-churn-signals"><code>mbfinotti/revops-skills/skills/customer-churn-signals@12fd9f5537bbc6c23bff6222bc774685245a110b</code></a><br><span class="template-meta">ref: 12fd9f5537bbc6c23bff6222bc774685245a110b</span></li>

<li><a href="https://github.com/CSPulse/customer-success-skills/tree/0e8727739bba6102d13ac064ec9d0ef30fbe983f/skills/renewal-risk"><code>CSPulse/customer-success-skills/skills/renewal-risk@0e8727739bba6102d13ac064ec9d0ef30fbe983f</code></a><br><span class="template-meta">ref: 0e8727739bba6102d13ac064ec9d0ef30fbe983f</span></li>

</ul>

<section class="template-source"><h2>Template snapshot</h2><p><a href="https://github.com/holon-run/holon/tree/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward">Template source (snapshot)</a> · <a href="https://github.com/holon-run/holon/tree/main/agent_templates/customer-success-steward">View current source on main</a></p><p><code>aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b</code></p></section>

</div>
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