Sales & Revenue Operations
Customer Health Scorecard
Customer Health Scorecard turns customer success & retention material into a scorecard with a concrete customer health-signal decomposition, health retention or expansion hypothesis, and scorecard customer-success action plan. It is built for teams that need a usable draft artifact, not a broad summary with a familiar title. The skill asks for usage, health, support, or renewal data, stakeholder sentiment and success criteria, and risk, expansion, or QBR objective up front, then organizes the output around customer, health, scorecard, success, and retention. It is delivered with adapters for Claude Code, Codex, OpenClaw, and Antigravity so teams can use the same workflow across their preferred agent environment. Customer Health Scorecard is scoped to the Customer Success & Retention workflow and is distinct from adjacent catalog skills by producing this specific deliverable rather than a broad summary.
One-Time Purchase
$19.99
Customer Health Scorecard — Sample Brief
Headline
Builds a customer-success operating brief for customer health scorecard work, turning usage, health, support, or renewal data, stakeholder sentiment and success criteria, and risk, expansion, or QBR objective into customer health-signal decomposition, health retention or expansion hypothesis, and scorecard customer-success action plan. In this example, Northbeam Analytics needs a reviewer-ready scorecard built from supplied notes, constraints, and approval context. The output is a concrete scorecard: source evidence, reviewer checks, and the owner decision that determines whether the work is ready.
Evidence Packet
| Input | Example | Status |
|---|---|---|
| usage, health, support, or renewal data | Northbeam Analytics needs a reviewer-ready scorecard built from supplied notes, constraints, and approval context. | Provided |
| stakeholder sentiment and success criteria | Three representative examples from the current workflow | Reviewed |
| risk, expansion, or QBR objective | Approval threshold and final reviewer | Confirm |
| CS owner and account motion | Customer Success & Retention owner and downstream audience | Ready |
Customer Evidence Model
| Field | What must be captured | Review consequence |
|---|---|---|
| Customer signal | Separate account signal, stakeholder evidence, commercial risk, value hypothesis, and next sales or CS motion. | Treat as draft until customer health-signal decomposition is source-backed. |
| Customer Health Signal Decomposition | Do not invent usage, ARR, sentiment, stage, or close-date facts. | Escalate when customer evidence is missing or contradicted. |
| Health Retention Or Expansion Hypothesis | Name the manager or account-owner decision created by the output. | Reviewer resolves scorecard customer-success action plan before final use. |
Customer Acceptance Checks
| Check | Required evidence | Review action |
|---|---|---|
| Customer depth | Separate account signal, stakeholder evidence, commercial risk, value hypothesis, and next sales or CS motion. | Keep, revise, or ask a targeted follow-up |
| Health boundary | Do not invent usage, ARR, sentiment, stage, or close-date facts. | Confirm this is not a renamed adjacent bundle skill |
| Scorecard handoff | Name the manager or account-owner decision created by the output. | Assign the owner decision before final use |
Customer Health Scorecard Work Map
Customer Health Scorecard focus areas
Draft Scorecard
| Customer signal | Customer Health Signal Decomposition | Health Retention Or Expansion Hypothesis | Scorecard Customer Success Action Plan | Health decision |
|---|---|---|---|---|
| Customer | customer health-signal decomposition | health retention or expansion hypothesis | scorecard customer-success action plan | Keep if source-backed |
| Health | customer health-signal decomposition | health retention or expansion hypothesis | Customer evidence is missing or contradicted. | Revise missing evidence |
| Scorecard | Separate account signal, stakeholder evidence, commercial risk, value hypothesis, and next sales or CS motion. | Do not invent usage, ARR, sentiment, stage, or close-date facts. | scorecard customer-success action plan | Assign owner decision |
Use now
Customer Health Scorecard
Best when customer success & retention work needs a concrete scorecard.
Hold back
Missing evidence
Best deferred when a key input would change the artifact.
Reviewer note
The output is structured so an operator can validate the draft, edit the artifact, and hand it to the next owner without re-reading the entire packet. The final answer should label unknowns plainly and avoid inventing metrics, policies, quotes, or commitments.
This sample illustrates the skill's output format. Companies referenced are fictional and used recurringly across sample outputs.
View full sample →
All sales final. No refunds on digital products.
Includes support for Claude Code, Codex, OpenClaw, and Google Antigravity in the same license.
Also in Customer Success & Retention
Bundle price: $55. Compare this skill with the full workflow bundle or Pro access.
Best for
Customer-success leads building a repeatable account health scorecard — decomposing the signals into a score and an action plan per account. Most useful when standardizing how a CS team reads health so handoffs and QBRs run on the same definitions.
Not ideal for
A real-time health dashboard wired to product telemetry, and accounts too new to have signal. It structures the read — the CSM confirms the score reflects reality before it drives an account decision.
Included in this purchase
- Claude Code, Codex, OpenClaw, and Google Antigravity skill files.
- Setup guidance for the right adapter in your workspace.
- One-time license for the purchased skill version.
Setup
Plan for a short copy-and-configure setup in your preferred agent workspace. No custom integration is required for the skill file itself.
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Future Updates
This purchase includes the current version of the skill. If you want future adapter updates — meaning compatibility and packaging updates as supported platforms evolve — plus new catalog additions included automatically, upgrade to Pro.