1.6 KiB
1.6 KiB
name, description, usage
| name | description | usage |
|---|---|---|
| run-account-review | Produces a structured account review packet with health signals, risks, and expansion plays. | /account-management:run-account-review --segment strategic --window quarter --include-advocacy true |
Command: run-account-review
Inputs
- segment – filter accounts by tier/region/vertical.
- window – time range to analyze (month, quarter, rolling-120d).
- include-advocacy – true/false to highlight reference potential.
- filters – optional criteria (product, ARR band, health score).
- detail – summary | deep-dive to control report depth.
Workflow
- Data Pull – aggregate adoption, support, sentiment, commercial data, exec engagement, and commitments.
- Health & Opportunity Scoring – update risk/opportunity indices plus advocacy readiness.
- Insight Narrative – summarize key wins, issues, blockers, and expansion ideas per account.
- Action Mapping – assign plays, owners, and deadlines (success plan updates, exec outreach, reference asks).
- Distribution – generate decks/dashboards for CS leadership and account teams.
Outputs
- Account review packet (table + narrative per account).
- Risk/opportunity tracker with recommended plays.
- Advocacy shortlist with next steps if enabled.
Agent/Skill Invocations
account-health-analyst– runs data + scoring.relationship-director– reviews exec narratives + escalations.success-planner– aligns updates to plan milestones.account-health-frameworkskill – scoring rubric + thresholds.expansion-playbookskill – suggests plays + advocacy ideas.