Monitor Customer Health

Produces health dashboard with risk signals, opportunities, and follow-up actions.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

Command: monitor-customer-health

Inputs

  • segment – cohort filter (enterprise, midmarket, startup, region, industry).
  • window – lookback period (7d, 30d, quarter, custom).
  • accounts – optional CSV/list of specific accounts.
  • audience – exec | cs-lead | pod | async.
  • metrics – override KPI set (adoption, sentiment, value, financial, support).

Workflow

  1. Data Sync – gather telemetry, product usage, support, NPS, and financial data aligned to the segment.
  2. Scoring & Segmentation – apply health/risk models, tier accounts, and flag drivers.
  3. Insight Layer – annotate root causes, expansion signals, and priorities.
  4. Action Plan – recommend plays (adoption, value workshop, exec check-in, escalation) with owners.
  5. Packaging – tailor dashboard/memo to the requested audience and push to Slack/email.

Outputs

  • Health dashboard with KPIs, traffic lights, and drill links.
  • Risk + opportunity list with owners, severity, and recommended actions.
  • Follow-up tracker template for CS pods.

Agent/Skill Invocations

  • customer-health-director – curates KPIs and narrative.
  • adoption-program-manager – supplies adoption program recommendations.
  • risk-scoring-framework skill – executes scoring + tiering.
  • sentiment-feedback-loop skill – injects qualitative highlights.

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