# Account Health Framework

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

- Skill: `diegosouzapw/account-health-framework` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add diegosouzapw/account-health-framework`
- Raw SKILL.md: https://api.skillmd.com/api/skills/diegosouzapw/account-health-framework/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: diegosouzapw (https://skillmd.com/u/diegosouzapw)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/diegosouzapw/account-health-framework

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# 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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