What do I need to use Customer Health Scorecard?

Account name; Contract value; Product usage data; Support data; Engagement data; Commercial data; Any known risks or recent changes.

Is Customer Health Scorecard free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Customer Health Scorecard

Q: How do I know the Customer Health Scorecard output is good?

The skill verifies itself against its own quality checks: Score is based on data, not gut feel — each dimension has evidence; Risks are specific (not "low engagement" — something like "executive sponsor left in March, no replacement identified"); Actions have owners and deadlines; Renewal probability is calibrated against pipeline reality.

🟢 Production-Ready🕐 updated 2026-07-14 ✅ 4.8/5 🔷 SkillSpec L3 ⚙ ships an executable helper pm-cs

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.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

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

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Score is based on data, not gut feel — each dimension has evidence

✓Risks are specific (not "low engagement" — something like "executive sponsor left in March, no replacement identified")

✓Actions have owners and deadlines

✓Renewal probability is calibrated against pipeline reality

✓Trend arrows reflect direction of change vs. last scorecard, not just current state

⚠️ What it refuses to do

Do not score health dimensions on gut feel — every score needs specific supporting evidence

Do not give a Green status to accounts with unresolved P1 issues or missed milestones

Do not list risks vaguely — "low engagement" without specifics is not actionable

Do not leave recommended actions without named owners and deadlines

Do not conflate product usage frequency with product value delivery

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

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

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="cs-health-scorecard"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Customer Health Scorecard is one of 1078 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog