Individual skill

customer-health-tiers

Use this skill to run a nightly health check across every paying customer from product usage, and to replace a single blended health score with three separate reads: lifecycle phase (activating, established, churned), risk tier and expansion tier, each high, medium or low. It applies explicit rules (went dark, never activated, key setup step missing, usage down month over month, output nobody reviews, repeated top-ups, a cheaper plan at their volume), writes all three to the CRM, alerts the owner the moment an account turns high risk or high expansion, opens one expansion deal per account, and sends a weekly digest. Also answers "customer health score", "churn risk model", "which customers are at risk", "usage-based expansion signals".

skills/amos-bar-joseph/customer-health-tiers/SKILL.md

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237
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Oct 20, 2026
License
MIT

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Applies when you need to know, every day, which paying customers are slipping and which are outgrowing their plan, from what they actually do in the product. Produces three tiers per customer in the CRM, immediate alerts on changes that matter, and a weekly digest.

A single health score hides the thing you need to act on. A customer can be at high risk and high expansion at once: heavy usage concentrated in one person who is about to leave. So this skill keeps three independent reads, each with its own rules, and never blends them.

## Template placeholders

Replace every `{{...}}` before enabling. See the setup checklist reference for the full list and the defaults to tune.

- `{{USAGE_SOURCE}}`: Where product usage lives (e.g. your product database or warehouse); read-only access is enough
- `{{BILLING_SOURCE}}`: Where subscriptions live: status, plan, price, first paid date, renewal date, included and used allowance, seats
- `{{CRM}}`: Your CRM (e.g. HubSpot, Salesforce)
- `{{USAGE_EVENT}}`: The event that means "the product did work for them" (e.g. a workflow run, a report generated, an API call)
- `{{HUMAN_ACTION}}`: The event that means "a person actively used it" (e.g. a user message, a login with an action)
- `{{KEY_SETUP_STEP}}`: The setup step whose absence best predicts churn (e.g. connecting a sending account, installing the integration)
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