Customer Health Scorecard

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new health scorecard using template below.

UPDATE:

1. Read existing scorecard (search if path not provided)
2. Preserve structure, update metrics with new data
3. Add new month to Historical Trend
4. Recalculate health scores
5. Show diff summary: "Updated scores. Previous: X/100 → Current: Y/100."

FIND:

1. Search paths below for health scorecards
2. Present results: customer, current score, last updated
3. Ask: "Update one of these, or create new?"

Search Locations for Health Scorecards

• customers/
• health/
• customer-success/
• accounts/

Create a Customer Health Scorecard for the specified customer or segment.

V2V Phase

Phase 5: Business & Customer Outcomes - This skill tracks customer health indicators.

Output Structure

1. Overall Health Score

Score: X/100 [🟢 Healthy / 🟡 At Risk / 🔴 Critical]

2. Engagement Metrics

3. Adoption Metrics

4. Support Metrics

5. Relationship Metrics

6. Expansion Signals

7. Churn Risk Indicators

8. Action Recommendations

Immediate (This Week):

This Month:

9. Historical Trend

Instructions

1. Ask about specific customer if not specified
2. Reference any customer data provided via @file syntax
3. Include both leading and lagging indicators
4. Provide specific, actionable recommendations
5. Save as markdown file
6. Offer to create presentation version using /present