AgentSkillsCN

new-client-review

生成客户健康检查与关系回顾文档。当用户希望创建客户回顾、健康检查、账户审查，或进行关系评估时，此技能将为您提供帮助。

SKILL.md
--- frontmatter
name: "new-client-review"
description: "Generates client health check and relationship review documents. Use when the user asks to create a client review, health check, account review, or relationship assessment."
user-invocable: true
allowed-tools: ["Read", "Write", "Edit", "Glob", "Grep", "Bash", "Task"]

New Client Review

Generate a client health check and relationship review document for Pivot Point Consulting.

Steps

  1. •

    Read proven patterns from .claude/feedback/patterns.md for established conventions and lessons learned.

  2. •

    Read the client review template from templates/client-review-template.md to understand the required document structure.

  3. •

    Read the style guide from marketing/brand/style-guide.md for voice, tone, and formatting standards.

  4. •

    Ask the user for the following inputs (if not already provided):

    • •Client name: The client being reviewed.
    • •Review period: The time period covered (e.g., Q4 2025, H2 2025).
    • •Key contacts: Primary client stakeholders and PPC account team.
  5. •

    Check for duplicates by scanning clients/health-checks/[year]/ for existing reviews for the same client and period. Alert the user if one already exists.

  6. •

    Generate the client review document with the following sections:

    • •Frontmatter (YAML):
      • •title: Review title
      • •client: Client name
      • •review-period: Period covered
      • •account-manager: [PLACEHOLDER]
      • •date: Current date
      • •status: draft
      • •health: green | yellow | red
    • •Client Information:
      • •Client name
      • •Industry / vertical
      • •Relationship start date: [PLACEHOLDER]
      • •Current engagement(s): [PLACEHOLDER]
      • •Annual revenue from client: [PLACEHOLDER]
      • •Primary contacts: [PLACEHOLDER]
    • •Satisfaction Score:
      • •Overall satisfaction: [PLACEHOLDER - 1-10 scale]
      • •NPS score: [PLACEHOLDER]
      • •Last survey date: [PLACEHOLDER]
      • •Key feedback themes: [PLACEHOLDER]
    • •Engagement History: Table of current and recent engagements:
      • •Engagement name
      • •Type (staff-aug / project / advisory)
      • •Start date
      • •End date
      • •Status (active / completed / on-hold)
      • •Revenue: [PLACEHOLDER]
    • •Escalation Log: Table of escalations during the review period:
      • •Date
      • •Issue
      • •Severity (Low / Medium / High / Critical)
      • •Resolution
      • •Status (Open / Resolved)
    • •Risk Assessment: Identified risks to the client relationship:
      • •Risk description
      • •Probability (Low / Medium / High)
      • •Impact (Low / Medium / High)
      • •Mitigation plan
    • •Relationship Health (RAG):
      • •Overall: [RED / AMBER / GREEN] with justification
      • •Delivery quality: [RAG]
      • •Communication: [RAG]
      • •Responsiveness: [RAG]
      • •Value perception: [RAG]
      • •Expansion potential: [RAG]
    • •Action Plan: Table of actions to maintain or improve the relationship:
      • •Action
      • •Owner: [PLACEHOLDER]
      • •Target date: [PLACEHOLDER]
      • •Priority (High / Medium / Low)
    • •Expansion Opportunities: Potential upsell or cross-sell opportunities identified.
  7. •

    Write the file to clients/health-checks/[year]/[kebab-case-client]-review-[period].md where [year] is the current year and [period] is the review period (e.g., "q4", "h2").

  8. •

    Update the directory README at clients/health-checks/[year]/README.md by adding the new review to the index list. If the README does not exist, create it with a header and the first entry.

  9. •

    Log the action by appending a JSON line to .claude/feedback/skills-log.jsonl with:

    json
    {"skill": "new-client-review", "action": "created", "path": "<file-path>", "timestamp": "<ISO-8601>", "client": "<client-name>", "health": "<rag-status>"}