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Use to score accounts, flag risks, and standardize remediation triggers.
--- name: account-health-framework-d8a17e653899 description: 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 1. **Signal Library** – define categories (product usage, support, sentiment, executive alignment, commercial). 2. **Weighting & Thresholds** – assign weights and thresholds per segment/tier. 3. **Automation Hooks** – map scores to alerts, workflows, and CRM fields. 4. **Play Mapping** – connect each tier to recommended plays and owners. 5. **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. ------ name: account-health-framework-d8a17e653899 description: 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 1. **Signal Library** – define categories (product usage, support, sentiment, executive alignment, commercial). 2. **Weighting & Thresholds** – assign weights and thresholds per segment/tier. 3. **Automation Hooks** – map scores to alerts, workflows, and CRM fields. 4. **Play Mapping** – connect each tier to recommended plays and owners. 5. **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. ---
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