majiayu000/claude-arsenal
xiaohongshu
xiaohongshu
286 148
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💚 Portfolio Health Score
health-score
Review account health across portfolio
SKILL.md
Full skill instructions
Purpose
Monitor portfolio health, identify at-risk accounts, and prioritize proactive engagement.
Usage
/health-score- Full portfolio review/health-score [segment]- Focus on specific segment/tier
Steps
-
Scan customer account pages in 05-Areas/People/External/ and 05-Areas/Companies/
-
For each account, assess:
- Last contact date (flag if >30 days)
- Open support issues
- Product adoption/usage trends
- Upcoming renewal dates
- Champion engagement
-
Calculate health indicators:
- Green: Engaged, no issues
- Yellow: Warning signs
- Red: At-risk
-
Generate portfolio dashboard:
- Health distribution
- At-risk accounts with reasons
- Proactive outreach recommendations
Output Format
# 💚 Portfolio Health Score
**Accounts:** [Total]
**Health distribution:** Green: [X] | Yellow: [X] | Red: [X]
## 🚨 At-Risk (Red)
### [Account Name]
- **Risk factors:** No contact in 45 days, support ticket open 2 weeks
- **Renewal:** [Date] (X days away)
- **Action:** Schedule check-in call this week
## ⚠️ Watch List (Yellow)
[Similar format]
## ✅ Healthy (Green)
[Count] accounts in good standing
## Proactive Outreach Needed
1. [Account] - [Reason] - [Suggested action]
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