Customer Health Scorecard

Build a customer health scorecard for a specific account. Use when asked to score account health, assess renewal risk, build a health dashboard, or evaluate an account's likelihood to renew or expand. Produces a structured health scorecard with a RAG status, dimension scores, key risks, and recommended actions.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

What to give it

• Account name — and tier (enterprise / mid-market / SMB)
• Contract value — (ARR) and renewal date
• Product usage data — logins, DAU/MAU ratio, key feature adoption
• Support data — open tickets, CSAT or NPS score, recent escalations
• Engagement data — last QBR date, executive sponsor status, champion name
• Commercial data — payment history, expansion conversations, seats used vs. licensed
• Any known risks or recent changes — at the account

Example output

Input: Account: Acme Corp, enterprise, ARR $120k, renewal in 90 days. DAU/MAU 18%, 2 open P2 tickets, CSAT 7, exec sponsor left last month, seats 80/100 used, payments on time. · generated by claude-sonnet-4-6

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