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customer-health-scorecard

Generate and update customer health scorecards using the Google HEART framework.

4|3|Updated Jan 22, 2026
Search Tags:#account management#customer success#scorecard#customer health#churn risk#HEART framework
One-click install
npx skills add https://github.com/yohayetsion/product-org-os --skill customer-health-scorecard
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: customer-health-scorecard
Source: https://github.com/yohayetsion/product-org-os/tree/main/product-org-plugin/skills/customer-health-scorecard
Command: npx skills add https://github.com/yohayetsion/product-org-os --skill customer-health-scorecard

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a comprehensive assessment of customer health, enabling proactive identification of at-risk accounts and opportunities for expansion.

Core Features & Use Cases

  • Customer Health Scorecard Generation: Creates detailed scorecards based on the Google HEART framework and B2B indicators.
  • Mode Detection: Automatically detects whether to create, update, or find existing scorecards.
  • Use Case: When a customer's engagement metrics drop, use this skill to update their health scorecard, identify churn risks, and recommend immediate actions to the account manager.

Quick Start

Create a new customer health scorecard for the 'Acme Corp' account.

Frequently Asked Questions about customer-health-scorecard

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

FAQPage Schema
What is a customer health scorecard and how does it predict churn risk?▼

A customer health scorecard assesses account stability by analyzing engagement metrics and B2B indicators to predict churn risk. It applies the Google HEART framework to evaluate happiness, engagement, adoption, retention, and task success for comprehensive account management.

How do I create a customer health scorecard for a specific B2B account?▼

You create a customer health scorecard by specifying the target account name, prompting the generation process to automatically build a detailed assessment. The system detects creation mode and structures the evaluation using B2B indicators and the HEART framework.

How can I update an existing customer health scorecard when engagement metrics drop?▼

To update an existing customer health scorecard when engagement metrics drop, trigger the update mode to recalculate the account's status. The system integrates product context layers to provide data-driven assessments and identify new churn risks.

Does the HEART framework work for B2B account management and customer success tracking?▼

Yes, the HEART framework works for B2B account management by combining standard engagement metrics with specific B2B account indicators. This approach allows customer success teams to track comprehensive health signals and proactively address retention.

Can I search for previously generated customer health scorecards across different locations?▼

Yes, you can search for previously generated customer health scorecards across specified search locations. The system features automatic mode detection to find existing scorecards, allowing you to quickly retrieve historical account health data.

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