/run-account-review
Produces a structured account review packet with health signals, risks, and expansion plays.
$ npx -y skills add gtmagents/gtm-agents --agent claude-codeHow 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.mdname: 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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Read more
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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Open command - /plan-plays
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Open command - /target-accounts
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Open command - /build-success-plan
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Open command - /plan-qbr
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Open command - /build-model
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Open command

