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account-health-framework

account-health-framework

github.com/gtmagentsMarketing & growth42864 installsUpdated 30w ago
Repository

About account-health-framework

A marketing skill for defining customer account health scores and review practices. It helps customer success and account teams combine quantitative signals and qualitative input, then connect score tiers to alerts and recommended actions.

Key features

  1. 01Signal categories for account health
  2. 02Segment-based weights and thresholds
  3. 03Score-to-alert and workflow mapping
  4. 04Tier-specific plays and owners
  5. 05Review cadence and calibration

Use cases

  1. 01Building customer health dashboards
  2. 02Triggering proactive outreach
  3. 03Aligning leadership on health tiers

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill account-health-framework

After installing, type/account-health-frameworkin Claude Code to confirm it loaded.

Bundled filesassets/health_scorecard.md

Details

From the project README

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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