Skill

account-health-framework

Scores customer accounts using signals like usage, sentiment, and commercial shifts; flags risks and standardizes remediation triggers. For CS dashboards, proactive outreach, and leadership alignment.

monitoring

From account-management

Install

Run in your terminal

npx claudepluginhub gtmagents/gtm-agents --plugin account-management

Tool Access

This skill uses the workspace's default tool permissions.

Supporting Assets

View in Repository

assets/health_scorecard.md

Skill Content

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Stats

Parent Repo Stars138

Parent Repo Forks24

Last CommitNov 19, 2025

Actions

View Source View Plugin View on GitHub View README

Account Health Framework Skill

When to Use

Building dashboards or scorecards for CS/account management reviews.
Triggering proactive outreach based on usage, sentiment, or commercial shifts.
Aligning leadership on what defines green/yellow/red customers.

Framework

Signal Library – define categories (product usage, support, sentiment, executive alignment, commercial).
Weighting & Thresholds – assign weights and thresholds per segment/tier.
Automation Hooks – map scores to alerts, workflows, and CRM fields.
Play Mapping – connect each tier to recommended plays and owners.
Review Cadence – set refresh frequency, calibration sessions, and feedback loops.

Templates

Health Scorecard: See assets/health_scorecard.md for calculation and components.
Risk/opportunity matrix with recommended plays.
Alert + workflow checklist for RevOps.

Tips

Tune weights by segment to avoid false positives.
Include qualitative inputs (exec sentiment, champion strength) to supplement data.
Audit data sources quarterly to maintain trust in the score.