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Generalgtmagents

account-health-framework

Use to score accounts, flag risks, and standardize remediation triggers.

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--account-health-framework
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/account-management/skills/account-health-framework/SKILL.md -o .claude/skills/account-health-framework.md

Drops the SKILL.md into .claude/skills/account-health-framework.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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.