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Account health scoring v1.0.0

Use this resource to score customer account health and trigger the right actions

New

  • 403 downloads
  • 139 likes
  • 232 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install account-health-scoring

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent defines signal categories, weights and thresholds per segment, then maps each level to alerts, workflows and actions. You get a scoring framework and a scorecard to use in your CRM.

Mostly picked by

Updated November 2, 2026

Card for the “Account health scoring” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: four-step framework (signals, weights, automation, actions per level)
  • assets/health_scorecard.md: customer health scorecard template

Good fit for

  • You want to spot at-risk accounts before renewal
  • You need to define what a green, amber or red customer means

Not for

    Tags

    • account health
    • scoring
    • customer success

    About

    You say

    “Build the health score for my B2B accounts using usage, support tickets and sentiment, with actions per level.”

    Card for the “Account health scoring” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to score customer account health and trigger the right actions
    3. Review and adjust the result

    Content preview

    Files

    • assets/health_scorecard.md1.1 KB
    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/account-management/skills/account-health-framework
    Licence
    Apache-2.0

    Notice

    « account-health-framework » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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