client-health-dashboard
CommunityMonitor and enhance client health across all accounts.
Authorpmkshar
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
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
Components
scriptsreferencesassets
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: client-health-dashboard Download link: https://github.com/pmkshar/marqaiskills/archive/main.zip#client-health-dashboard Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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