Run Account Review

Command: run-account-review

Inputs

• segment – filter accounts by tier/region/vertical.
• window – time range to analyze (month, quarter, rolling-120d).
• include-advocacy – true/false to highlight reference potential.
• filters – optional criteria (product, ARR band, health score).
• detail – summary | deep-dive to control report depth.

Workflow

1. Data Pull – aggregate adoption, support, sentiment, commercial data, exec engagement, and commitments.
2. Health & Opportunity Scoring – update risk/opportunity indices plus advocacy readiness.
3. Insight Narrative – summarize key wins, issues, blockers, and expansion ideas per account.
4. Action Mapping – assign plays, owners, and deadlines (success plan updates, exec outreach, reference asks).
5. Distribution – generate decks/dashboards for CS leadership and account teams.

Outputs

• Account review packet (table + narrative per account).
• Risk/opportunity tracker with recommended plays.
• Advocacy shortlist with next steps if enabled.

Agent/Skill Invocations

• account-health-analyst – runs data + scoring.
• relationship-director – reviews exec narratives + escalations.
• success-planner – aligns updates to plan milestones.
• account-health-framework skill – scoring rubric + thresholds.
• expansion-playbook skill – suggests plays + advocacy ideas.