/account-health-framework
Use to score accounts, flag risks, and standardize remediation triggers.
$ npx -y skills add gtmagents/gtm-agents --skill account-health-framework --agent claude-codeHow it fires
How this skill 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.
- Slash command
/account-health-framework
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use to score accounts, flag risks, and standardize remediation triggers.
SKILL.md
account-health-framework.SKILL.mdname: account-health-framework description: Use to score accounts, flag risks, and standardize remediation triggers.
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.
---
Free AI automation for sales, marketing, and growth teams. No coding required.
Other skills on gtm-agents.
- /account-tiering
Use when defining ABM tiers, scoring logic, and coverage rules.
Open skill - /personalization
Use when crafting tiered ABM messaging, offers, and creative variants.
Open skill - /signal-intel
Use when consolidating intent, product usage, and third-party signals
Open skill - /exec-briefing
Use to craft concise executive updates, agendas, and follow-up logs for
Open skill - /expansion-playbook
Use to package upsell, cross-sell, and advocacy motions tied to customer
Open skill - /success-planning-framework
Use to structure collaborative success plans with milestones, KPIs, and
Open skill