SKILL

Account Health Framework

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

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

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.

Bundled with this artifact

1 file

Reference files that ship alongside this artifact. Agents pull these in only when the task needs them.

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