Builds a weighted customer-health score across adoption, engagement, outcomes, support, and commercial signals.
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name: cs-health-scorecard
description: "Build a customer health scorecard for a specific account. Use when asked to score account health, assess renewal risk, build a health dashboard, or evaluate an account's likelihood to renew or expand. Produces a structured health scorecard with a RAG status, dimension scores, key risks, and recommended actions."
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# Customer Health Scorecard Skill
Produce a structured, data-driven health scorecard for a customer account — giving the CSM and leadership a clear view of renewal risk, expansion potential, and the actions needed to move the account in the right direction.
## Required Inputs
Ask for these if not already provided:
- **Account name** and tier (enterprise / mid-market / SMB)
- **Contract value** (ARR) and **renewal date**
- **Product usage data** — logins, DAU/MAU ratio, key feature adoption
- **Support data** — open tickets, CSAT or NPS score, recent escalations
- **Engagement data** — last QBR date, executive sponsor status, champion name
- **Commercial data** — payment history, expansion conversations, seats used vs. licensed
- **Any known risks or recent changes** at the account
## Scoring Framework
Score each dimension 1–5. Weight as shown. Calculate weighted total out of 100.
| Dimension | Weight | What to Score |… load the full skill through Skill Me