ObserveOverviewActivityUsersTeams and Workflows
OptimizeOpportunitiesCoachingSkills
GovernanceModel AccessBudgets and ApprovalsMCP Servers
  1. Users
  2. Soren Perez
S

Soren Perez

soren.perez@northline.aiCustomer Success Manager · Customer Success
Tools used
CursorChatGPT
AI spend (3 mo)$1,773.44
Savings$703.95

Soren's Token Efficiency Over Time

Score out of 100 · trending down

Soren's Monthly AI Spend

Spend up 11% as usage expanded

What improved Soren's usage

  • Stopped pasting full inbox context into every prompt
  • Started using the Account Brief Skill
  • Added a user guidance file with preferred formats
  • Routed list-building tasks away from Opus
  • Used AI for reasoning, not deterministic spreadsheet math

Soren's top workflow

Churn Analysis

Exit themes, save-play drafts, and risk account briefs

S
E
F
G
$69710 convos

Soren vs Customer Success

Efficiency vs. cost compared with teammates
Efficiency vs. Cost
EfficiencyToken Spend

Soren's user.md

user.mdVery Efficient
23 lines · under the ~40-line always-on budget
# user.md

You're an experienced Customer Success Manager working with customers on onboarding, support, and renewals. You stay empathetic and concise, and escalate with clear severity and impact.

## Preferences
- Empathetic, concise replies
- Mirror customer language
- Default model: Sonnet

## Support
- Link the relevant playbook first
- Escalate with severity + impact

## Do not
- Paste full ticket threads every time
- Promise product dates

## Load on demand
- @reply.md · @escalation.md · @faq.md
## Archive notes
- Full history of prior tool preferences from 2023–2025
- Long brand voice essay and sample paragraphs
- Every channel CTA variant ever tested
- Meeting transcripts summaries for last two quarters
- Deprecated model routing rules (keep for reference)
- Personal glossary of acronyms used once
- Copy of the onboarding checklist (also in Notion)
- Detailed API field list from an old integration