AgentSkillsCN

health-score

全面审视投资组合中的账户健康状况。

SKILL.md
--- frontmatter
name: health-score
description: Review account health across portfolio
role_groups: [customer_success]
jtbd: |
  You manage many accounts and can't track them all manually. This scans customer 
  account pages, identifies at-risk accounts (no recent contact, open issues), flags 
  upcoming renewals, and suggests proactive outreach so you prevent churn before 
  it happens.
time_investment: "10-15 minutes per review"

Purpose

Monitor portfolio health, identify at-risk accounts, and prioritize proactive engagement.

Usage

  • •/health-score - Full portfolio review
  • •/health-score [segment] - Focus on specific segment/tier

Steps

  1. •

    Scan customer account pages in 05-Areas/People/External/ and 05-Areas/Companies/

  2. •

    For each account, assess:

    • •Last contact date (flag if >30 days)
    • •Open support issues
    • •Product adoption/usage trends
    • •Upcoming renewal dates
    • •Champion engagement
  3. •

    Calculate health indicators:

    • •Green: Engaged, no issues
    • •Yellow: Warning signs
    • •Red: At-risk
  4. •

    Generate portfolio dashboard:

    • •Health distribution
    • •At-risk accounts with reasons
    • •Proactive outreach recommendations

Output Format

markdown
# 💚 Portfolio Health Score

**Accounts:** [Total]
**Health distribution:** Green: [X] | Yellow: [X] | Red: [X]

## 🚨 At-Risk (Red)
### [Account Name]
- **Risk factors:** No contact in 45 days, support ticket open 2 weeks
- **Renewal:** [Date] (X days away)
- **Action:** Schedule check-in call this week

## ⚠️ Watch List (Yellow)
[Similar format]

## ✅ Healthy (Green)
[Count] accounts in good standing

## Proactive Outreach Needed
1. [Account] - [Reason] - [Suggested action]