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health-assessment

Quantify customer health across five dimensions and classify accounts into risk categories.

Updated Apr 1, 2026
Search Tags:#analytics#portfolio#health#adoption#customer-health#score#interventions
One-click install
npx skills add https://github.com/hpsgd/claude-marketplace --skill health-assessment
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: health-assessment
Source: https://github.com/hpsgd/claude-marketplace/tree/main/plugins/product/customer-success/skills/health-assessment
Command: npx skills add https://github.com/hpsgd/claude-marketplace --skill health-assessment

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Helps teams quickly quantify customer health across multiple dimensions to identify at-risk accounts and optimize engagement.

Core Features & Use Cases

  • Multi-dimensional health scoring across adoption, engagement, relationship, value realization, and commercial health.
  • Automatic classification into Healthy, Neutral, At Risk, or Critical with recommended actions.
  • Portfolio-level health visibility for account management and prioritization.

Quick Start

Invoke health-assessment with a target account name or portfolio to generate a 5-dimension health score and recommended interventions.

Frequently Asked Questions about health-assessment

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

FAQPage Schema
How do I score customer health across multiple dimensions for an account portfolio?▼

To score customer health across an account portfolio, you apply a five-dimension model covering adoption, engagement, relationship, value realization, and commercial health. Each dimension receives a 0-100 score, which is then combined using a weighted composite calculation.

What is a customer health score model and how does it classify at-risk accounts?▼

A customer health score model quantifies account status by calculating a weighted composite from five scoring dimensions. It then classifies accounts into Healthy, Neutral, At Risk, or Critical categories to help teams identify at-risk customers and prioritize interventions.

How do I prioritize customer interventions based on adoption and value realization?▼

You prioritize customer interventions by using the health assessment classification system. After scoring adoption, engagement, relationship, value realization, and commercial health, the model categorizes accounts as Healthy, Neutral, At Risk, or Critical with specific recommended actions.

Can I use a five-dimension scoring model for portfolio-level account management reviews?▼

Yes, the five-dimension scoring model is designed for portfolio-level account management reviews. It provides portfolio health visibility by evaluating adoption, engagement, relationship, value realization, and commercial health to optimize engagement across multiple accounts.

What dimensions are required to calculate a weighted composite customer health score?▼

Calculating a weighted composite customer health score requires five specific dimensions: adoption, engagement, relationship, value realization, and commercial health. Each dimension must be scored from 0-100 to generate the final composite classification.

When do I need a multi-dimensional customer health assessment instead of basic engagement tracking?▼

You need a multi-dimensional customer health assessment when basic engagement tracking fails to capture true account status. Evaluating adoption, relationship, value realization, and commercial health alongside engagement provides a complete picture for prioritizing interventions across portfolios.

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