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.