Individual skill
account-health-framework
Use to score accounts, flag risks, and standardize remediation triggers.
plugins/account-management/skills/account-health-framework/SKILL.md
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- Last checked
- Nov 10, 2026
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- License
- Apache-2.0
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SKILL.mdcore · 1,262 bytesassets/health_scorecard.mddoc · 1,054 bytes
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# 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.