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health-score

Scan customer account pages to assess portfolio health and identify at-risk accounts.

461|129|Updated Jan 26, 2026
Search Tags:#portfolio management#customer success#churn prevention#account health#proactive outreach#renewal tracking
One-click install
npx skills add https://github.com/davekilleen/Dex --skill health-score
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: health-score
Source: https://github.com/davekilleen/Dex/tree/main/.claude/skills/_available/customer-success/health-score
Command: npx skills add https://github.com/davekilleen/Dex --skill health-score

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps customer success managers efficiently monitor the health of their entire account portfolio, preventing churn by identifying at-risk accounts and suggesting proactive outreach.

Core Features & Use Cases

  • Portfolio-wide Health Assessment: Scans all customer accounts to determine their current health status.
  • Risk Identification: Flags accounts with warning signs like lack of recent contact or open support issues.
  • Renewal Tracking: Monitors upcoming renewal dates to ensure timely engagement.
  • Proactive Outreach Suggestions: Recommends specific actions to engage at-risk accounts.
  • Use Case: A CSM can run this skill at the start of their week to get a clear overview of their portfolio, immediately seeing which accounts need attention and why, allowing them to prioritize their outreach efforts effectively.

Quick Start

Run the health-score skill to review your entire account portfolio.

Frequently Asked Questions about health-score

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

FAQPage Schema
How do I monitor customer account health across my entire portfolio?▼

To monitor account health across your portfolio, this skill scans your customer account pages to assess current health status based on contact frequency, open issues, and renewal dates. It generates a portfolio dashboard showing health distribution and flagging at-risk accounts for proactive outreach.

What is the best way to identify at-risk accounts for churn prevention?▼

Identifying at-risk accounts for churn prevention involves scanning for warning signs like lack of recent contact, unresolved open support issues, and approaching renewal dates. This skill flags these accounts and suggests specific proactive outreach strategies to engage them.

How do I track upcoming customer renewals and prioritize outreach?▼

Tracking upcoming renewals and prioritizing outreach is handled by scanning account pages for renewal dates. The skill identifies accounts needing timely engagement, allowing customer success managers to prioritize their weekly outreach efforts effectively based on renewal proximity and risk level.

Can I use account health scoring to generate a portfolio dashboard for customer success?▼

Yes, you can use account health scoring to generate a portfolio dashboard for customer success. It reviews your account data to display health distribution across your entire portfolio, highlighting which accounts need immediate attention and why.

Does this account health monitoring skill require any specific integrations or dependencies?▼

No specific integrations or dependencies are required to use this account health monitoring skill. It operates independently by scanning your existing customer account pages to extract key indicators like contact frequency and open issues.

What data does the proactive outreach recommendation engine use to suggest actions?▼

The proactive outreach recommendation engine uses data extracted directly from customer account pages. It analyzes contact frequency, open support issues, and renewal dates to recommend specific actions for engaging at-risk accounts and preventing churn.

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