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