manual-health-assessment
CommunityScore account health with a diagnostic.
Data & Analytics#scoring#customer-success#diagnostic#health-assessment#structured-analysis#account-health
Authorstephenrogan
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Guided diagnostic that turns your knowledge of an account into a scored health assessment across five dimensions — usage, engagement, support, sentiment, and commercial health. No CRM integration or automated data required; the CSM's knowledge is the input.
Core Features & Use Cases
- Produces a composite health score and component scores (Usage, Engagement, Support, Sentiment, Commercial).
- Uses a 12-question framework to guide structured health assessments.
- Outputs actionable recommendations and prioritization cues for renewals, expansions, or risk mitigation.
- Useful during quarterly business reviews, portfolio health reviews, and renewal planning to identify where to intervene.
Quick Start
Answer the 12 diagnostic questions in a conversation to generate an account health report.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: manual-health-assessment Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#manual-health-assessment Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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