Individual skill

cs-health-scorecard

Build a customer health scorecard for a specific account. Use when asked to score account health, assess renewal risk, build a health dashboard, or evaluate an account's likelihood to renew or expand. Produces a structured health scorecard with a RAG status, dimension scores, key risks, and recommended actions.

plugins/pm-cs/skills/cs-health-scorecard/SKILL.md

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Last checked: Nov 9, 2026

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Repository stars (not skill ratings): 1,539
Repository last updated: Nov 9, 2026
License: MIT

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SKILL.mdcore · 9,802 bytes
SKILL.mdcore · 9,802 bytes
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references/leading-signals.mddoc · 2,229 bytes
scripts/health_score.pyruns · 5,498 bytes
templates/account-scorecard.mddoc · 1,014 bytes

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# Customer Health Scorecard Skill

Produce a structured, data-driven health scorecard for a customer account — giving the CSM and leadership a clear view of renewal risk, expansion potential, and the actions needed to move the account in the right direction.

## Reads from / Writes to the Brain

If a [`professional-brain`](../professional-brain/SKILL.md) (`brain/`) exists, ground in it instead of re-asking for what you already know:

- **Read first:** the account's `entities/` file, its `stakeholders/` (champion, economic buyer, detractors), and `knowledge/`. Run `python3 ../professional-brain/scripts/brain_query.py ./brain "<account name>"` and carry each fact's provenance tag through.
- **📥 Propose to the Brain:** after producing, propose recording the health verdict + key risks to the account `entities/` file, and a renewal-risk entry to `decisions/` if a call is made, each provenance-tagged. Show them, get a yes, then write with `../professional-brain/scripts/brain_write.py … --commit` (append-only, dry-run by default).

## Required Inputs

Ask for these if not already provided: