account-health-framework
Use to score accounts, flag risks, and standardize remediation triggers.
Best use case
account-health-framework is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Use to score accounts, flag risks, and standardize remediation triggers.
Teams using account-health-framework should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/account-health-framework/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How account-health-framework Compares
| Feature / Agent | account-health-framework | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Use to score accounts, flag risks, and standardize remediation triggers.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Account Health Framework Skill ## When to Use - Building dashboards or scorecards for CS/account management reviews. - Triggering proactive outreach based on usage, sentiment, or commercial shifts. - Aligning leadership on what defines green/yellow/red customers. ## Framework 1. **Signal Library** – define categories (product usage, support, sentiment, executive alignment, commercial). 2. **Weighting & Thresholds** – assign weights and thresholds per segment/tier. 3. **Automation Hooks** – map scores to alerts, workflows, and CRM fields. 4. **Play Mapping** – connect each tier to recommended plays and owners. 5. **Review Cadence** – set refresh frequency, calibration sessions, and feedback loops. ## Templates - **Health Scorecard**: See `assets/health_scorecard.md` for calculation and components. - **Risk/opportunity matrix** with recommended plays. - **Alert + workflow checklist** for RevOps. ## Tips - Tune weights by segment to avoid false positives. - Include qualitative inputs (exec sentiment, champion strength) to supplement data. - Audit data sources quarterly to maintain trust in the score. ---
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