31 lines
1.2 KiB
Markdown
31 lines
1.2 KiB
Markdown
---
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name: account-health-framework
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description: Use to score accounts, flag risks, and standardize remediation triggers.
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---
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# Account Health Framework Skill
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## When to Use
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- Building dashboards or scorecards for CS/account management reviews.
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- Triggering proactive outreach based on usage, sentiment, or commercial shifts.
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- Aligning leadership on what defines green/yellow/red customers.
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## Framework
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1. **Signal Library** – define categories (product usage, support, sentiment, executive alignment, commercial).
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2. **Weighting & Thresholds** – assign weights and thresholds per segment/tier.
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3. **Automation Hooks** – map scores to alerts, workflows, and CRM fields.
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4. **Play Mapping** – connect each tier to recommended plays and owners.
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5. **Review Cadence** – set refresh frequency, calibration sessions, and feedback loops.
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## Templates
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- **Health Scorecard**: See `assets/health_scorecard.md` for calculation and components.
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- **Risk/opportunity matrix** with recommended plays.
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- **Alert + workflow checklist** for RevOps.
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## Tips
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- Tune weights by segment to avoid false positives.
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- Include qualitative inputs (exec sentiment, champion strength) to supplement data.
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- Audit data sources quarterly to maintain trust in the score.
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---
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