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health-score

Classify customer accounts as green, yellow, or red based on health signals.

1|Updated Jun 28, 2026
Search Tags:#customer success#churn risk#portfolio review#account health#proactive outreach#renewal tracking
One-click install
npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill health-score-whmathews15
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: health-score
Source: https://github.com/whmathews15/DEX-Personal-Operating-System/tree/main/.claude/skills/_available/customer-success/health-score
Command: npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill health-score-whmathews15

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps customer success teams monitor many accounts at once, so they can quickly find where attention is needed before churn risk grows.

Core Features & Use Cases

  • Portfolio Health Review: Scan customer account pages and company records to assess overall account status.
  • Risk Detection: Flag accounts with stale contact, open issues, weak adoption, or upcoming renewals.
  • Prioritized Outreach: Turn health signals into a clear watch list and action plan for proactive engagement.

Quick Start

Use the health-score skill to review the customer portfolio and return at-risk accounts, watch-list items, and recommended outreach actions.

Frequently Asked Questions about health-score

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

FAQPage Schema
How do I assess customer account health across a portfolio before churn risk increases?▼

Assess customer account health by scanning account and company pages for contact recency, open issues, adoption trends, renewal dates, and champion engagement. This portfolio review classifies accounts as green, yellow, or red to indicate churn risk levels.

What signals should I track for proactive churn risk detection in customer success?▼

Track churn risk signals like stale contact recency, unresolved open issues, weak adoption trends, upcoming renewal dates, and low champion engagement. Monitoring these factors helps customer success teams flag accounts needing proactive outreach before they churn.

How do I prioritize proactive outreach for at-risk accounts?▼

Prioritize proactive outreach by turning health signals into a watch list and action plan. Accounts classified as red or yellow based on contact recency, open issues, adoption, and renewals receive targeted engagement recommendations.

Can I segment my portfolio review to check specific account groups for renewal tracking?▼

Yes, portfolio reviews support segment-specific checks alongside portfolio-wide scans. You can segment customer accounts to monitor renewal dates, adoption trends, and champion engagement within targeted groups for focused risk detection.

What is the best way to monitor many customer accounts at once for account health?▼

The best way to monitor many accounts is running a portfolio-wide scan of customer account pages. This approach evaluates contact recency, open issues, adoption trends, and renewal dates simultaneously to classify overall account health status.

How does account health classification work for customer success portfolio reviews?▼

Account health classification works by evaluating contact recency, open issues, adoption trends, renewal dates, and champion engagement. The review assigns green, yellow, or red status to each account, creating a clear watch list for proactive outreach planning.

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