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pmkshar
pmksharCOMMUNITY
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client-health-dashboard

Analyzes client data from CRM, support, and engagement logs to generate health scores and risk assessments.

Updated Aug 23, 2026
Search Tags:#risk management#client health#client relationship#CRM analysis#health report
One-click install
npx skills add https://github.com/pmkshar/marqaiskills --skill client-health-dashboard
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-health-dashboard
Source: https://github.com/pmkshar/marqaiskills/tree/main/client-health-dashboard
Command: npx skills add https://github.com/pmkshar/marqaiskills --skill client-health-dashboard

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires mcp__marq-ai-crm__*, mcp__claude_ai_HubSpot__*, mcp__claude_ai_Gmail__*, mcp__claude_ai_Slack__*, mcp__marq_ai_Slack__slack_search_public_and_private, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides a comprehensive overview of client health by aggregating and analyzing CRM, support ticket, usage metrics, billing, and engagement data. It helps identify potential risks and opportunities, offering actionable insights to maintain and improve client relationships.

Core Features & Use Cases

  • Data Aggregation: Pulls information from CRM, support tickets, usage metrics, billing, and engagement logs across all accounts.
  • Health Score Calculation: Computes health scores, trend direction, and risk status per client.
  • Risk Report Generation: Outputs a prioritized risk report with recommended actions to maintain and improve client health.
  • Use Case: Use the Skill to analyze your clients' health on a regular basis, identifying potential issues early and developing targeted strategies to address them.

Quick Start

Run the 'client-health-dashboard' skill to generate a comprehensive health report for your clients.

Frequently Asked Questions about client-health-dashboard

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

FAQPage Schema
How do I generate a client health report using CRM and engagement data?▼

Client health monitoring aggregates CRM, support, billing, and engagement data to calculate health scores and identify risk trends. It provides a comprehensive overview of account status to help maintain and improve client relationships through actionable insights.

Does client health analysis work with HubSpot CRM and Slack data?▼

Yes, client health analysis requires integration with HubSpot CRM, Marq AI CRM, Gmail, and Slack to retrieve data. It pulls support tickets, engagement logs, and communication records from these platforms to compute health scores and assess account risk.

What's the best way to assess client relationship risk across multiple accounts?▼

The best way to assess client relationship risk is to aggregate CRM, support ticket, and usage metrics across all accounts to calculate health scores. This generates a prioritized risk report with specific recommendations to address potential issues early.

Can I use CRM analysis to identify at-risk clients before they churn?▼

Yes, CRM analysis identifies at-risk clients by computing health scores and trend directions from support tickets and engagement logs. It generates a prioritized risk report highlighting potential issues early so you can develop targeted strategies to prevent churn.

Why does client health monitoring require multiple system integrations?▼

Client health monitoring requires multiple integrations because it aggregates CRM, support ticket, billing, and engagement data to calculate accurate health scores. Combining these sources provides a comprehensive risk assessment and identifies relationship issues across all accounts.

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