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Customer health check and QBR prep v1.0.0

Use this resource to assess a customer's health and prepare a quarterly review

New

  • 465 downloads
  • 123 likes
  • 187 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-health-qbr

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 gathers the available signals, scores five dimensions (relationship, engagement trend, commercial, support, value delivered) and gives a verdict. It separates what is visible from what is not, without guessing. In review mode it adds value delivered, adoption, open items, next phase and an agenda.

Mostly picked by

Updated November 2, 2026

Customer health table by dimension in green, yellow, red

Details

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

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What you get

  • SKILL.md with the full method
  • A five-dimension health table
  • A five-part review prep kit
  • Visibility rules: "not visible" rather than guessed

Good fit for

  • Spotting an at-risk customer before a renewal
  • Preparing a quarterly review with a key customer
  • Tracking how contact cadence is changing

Not for

  • Analyzing product usage with no data provided
  • Comparing many customers in bulk

Tags

  • customer
  • health
  • qbr
  • retention

About

You say

"Run a health check on Maison Verdier and prep the quarterly review; here is the success plan and my notes."

Customer health table by dimension in green, yellow, red

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
The account name and recent history and The success plan or meeting notes

How to use it

  1. Name the account and the mode (check or review)
  2. Paste history, notes and the success plan
  3. Review the verdict and the proposed agenda

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md10 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/customer-health
Licence
Apache-2.0

Notice

Version modifiée de « customer-health » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need a CRM or calendar?

No. Without connectors, the skill works from what you paste or upload (spreadsheet, notes, emails). Dimensions with no data are marked "not visible".

Does it depend on other skills?

It mentions renewal-radar, expansion-whitespace and schedule-meeting to go further, but the analysis works without them.