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Automation
Command

/run-account-review

Produces a structured account review packet with health signals, risks, and expansion plays.

From plugin
gtm-agents
368199 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

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

  • Fires itselfClaude auto-loads it when your prompt matches the work.
  • You can call itInvoke it directly when you want it.
  • Slash command/run-account-review

Context preview

What this command does when you run it.

Produces a structured account review packet with health signals, risks, and expansion plays.

Command definition

run-account-review.md
name: run-account-review
description: Produces a structured account review packet with health signals, risks, and expansion plays.
usage: /account-management:run-account-review --segment strategic --window quarter --include-advocacy true

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.

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