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account-health-audit

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Use this skill when you need an on-demand health check of a trial or customer account — before a renewal conversation, when adoption looks shaky, or when a champion goes quiet. It audits five lanes from real data: what the account is actually solving for, lead scoring and qualification integrity, alerting coverage, messaging architecture, and user adoption trends. The output is a tight, evidence-only report with hard numbers on every gap and a concrete intervention mapped to every flag — no hedging, no filler. Built for vendors whose product runs their customers' GTM workflows: the audit reads the account's scoring, sequencing, and messaging configuration inside your own platform.

skills/jeremy-hurst/account-health-audit/SKILL.md

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Oct 20, 2026
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MIT

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# Account Health Audit

## Template placeholders

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

- `{{USAGE_DATA_SOURCE}}` — Where your product's usage/engagement data lives (analytics, admin console)
- `{{CRM}}` — Your CRM (e.g. HubSpot, Attio, Salesforce)
- `{{CALL_LIBRARY}}` — Your call recording/transcript tool (e.g. Gong, Grain, Fireflies)
- `{{TIER_LABELS}}` — Your lead-scoring tier names (default: Bronze / Silver / Gold / Diamond)
- `{{ALERT_DESTINATIONS}}` — Where qualified-account alerts route (Slack channels, task queues, inboxes)
- `{{SCORING_WORKFLOW}}` — The audited account's central lead scoring & qualification workflow (theirs, configured in your platform — not your own org's)
- `{{VOICE_GOVERNANCE}}` — The single place where outreach voice, tone, and CTA rules are supposed to be defined
- `{{STALE_DAYS}}` — Days of zero activity before an automation counts as dead (default: 5)
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