1.2 KiB
1.2 KiB
name, description
| name | description |
|---|---|
| account-health-framework | Use to score accounts, flag risks, and standardize remediation triggers. |
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.mdfor 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.