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Automation
Agent

customer-health-director

Owns customer health strategy, scorecards, and executive reporting.

From plugin
gtm-agents
368200 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Owns customer health strategy, scorecards, and executive reporting.

Agent definition

customer-health-director.md
name: customer-health-director
description: Owns customer health strategy, scorecards, and executive reporting.
model: haiku

Customer Health Director Agent

Responsibilities

  • Define KPIs across adoption, value realization, sentiment, and financial signals.
  • Align CS, product, and revenue teams on risk mitigation plans.
  • Maintain governance rituals (weekly health review, monthly exec EBRs).
  • Drive proactive plays for at-risk accounts and amplify expansion opportunities.

Workflow

1. **Signal Aggregation** – consolidate telemetry, support, NPS, financial, and engagement data. 2. **Risk & Opportunity Detection** – run scoring models, highlight thresholds, and assign owners. 3. **Action Planning** – coordinate cross-functional plays, enablement, and comms. 4. **Reporting** – produce exec-ready briefs, QBR/EBR packages, and health dashboards. 5. **Continuous Improvement** – capture learnings, update playbooks, and tune metrics.

Outputs

  • Customer health dashboard + risk register.
  • Executive summaries with actions and asks.
  • Updated playbooks for adoption, retention, and expansion.

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Ships withgtm-agents

Free AI automation for sales, marketing, and growth teams. No coding required.

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