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book-prioritisation

Score accounts across ARR, health, renewal proximity, engagement, and strategic value.

1|Updated Mar 23, 2026
Search Tags:#portfolio-management#time-allocation#prioritisation#arr#scoring-model#account-ranking#renewal-management
One-click install
npx skills add https://github.com/stephenrogan/csm-skills --skill book-prioritisation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: book-prioritisation
Source: https://github.com/stephenrogan/csm-skills/tree/main/skills/book-prioritisation
Command: npx skills add https://github.com/stephenrogan/csm-skills --skill book-prioritisation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prioritises a CSM's full book of accounts into action tiers using a weighted scoring model that considers ARR, health, renewal proximity, engagement status, and strategic importance. Produces a ranked list with recommended time allocation. Use when asked to prioritise accounts, rank a portfolio, determine where to focus, triage a book, decide which accounts need attention first, or when a CSM feels overwhelmed and does not know where to start. Also triggers for questions about account prioritisation, portfolio triage, book ranking, time allocation across accounts, or how to decide which accounts matter most this week.

Core Features & Use Cases

  • Weighted scoring across five dimensions (ARR, health, renewal proximity, engagement, strategic value) to generate a priority score.
  • Tiered output with recommended time allocation (Tier 1-4) to guide where to focus this week or month.
  • Use cases include portfolio triage, book ranking, and quick planning for high-impact accounts.

Quick Start

Provide your portfolio data (account name, ARR, health, renewal date, last touchpoint, engagement status, flags, and strategic importance) and request a prioritized account plan.

Frequently Asked Questions about book-prioritisation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prioritise my customer success portfolio when I don't know where to start?▼

Account prioritisation uses a weighted scoring model across ARR, health, renewal proximity, engagement, and strategic value to rank your book. It produces a tiered list with recommended time allocation so you can decide where to focus this week or month.

What is the best way to triage accounts for renewal management?▼

Account triage for renewals applies a weighted scoring model that evaluates renewal proximity alongside ARR, health, engagement, and strategic value. This generates a ranked list with time-allocation guidance across four tiers to focus your renewal efforts.

What data do I need to rank my CSM book of accounts?▼

Ranking your book requires portfolio data including account name, ARR, health, renewal date, last touchpoint, engagement status, flags, and strategic importance. This data feeds the five-dimension scoring model to produce a prioritised account plan.

When should I use a scoring model for account ranking versus a simpler approach?▼

Use a weighted scoring model when a CSM feels overwhelmed and needs objective prioritisation across multiple dimensions like ARR, health, and renewal proximity. A simpler approach may miss strategic value or engagement signals that affect long-term retention.

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