health-score
CommunityMonitor account health
#portfolio management#customer success#churn prevention#account health#proactive outreach#renewal tracking
Authordavekilleen
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps customer success managers efficiently monitor the health of their entire account portfolio, preventing churn by identifying at-risk accounts and suggesting proactive outreach.
Core Features & Use Cases
- Portfolio-wide Health Assessment: Scans all customer accounts to determine their current health status.
- Risk Identification: Flags accounts with warning signs like lack of recent contact or open support issues.
- Renewal Tracking: Monitors upcoming renewal dates to ensure timely engagement.
- Proactive Outreach Suggestions: Recommends specific actions to engage at-risk accounts.
- Use Case: A CSM can run this skill at the start of their week to get a clear overview of their portfolio, immediately seeing which accounts need attention and why, allowing them to prioritize their outreach efforts effectively.
Quick Start
Run the health-score skill to review your entire account portfolio.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: health-score Download link: https://github.com/davekilleen/Dex/archive/main.zip#health-score Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.