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customer-health-score

Build an auditable customer health score while keeping observed signals, judgement, and missing data separate.

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  • SKILL.md1.2 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

Customer health score

Use this to define or apply an account health model.

Define before scoring

For every signal record its meaning, source, date range, refresh rate, good and bad thresholds, weight, and missing-data rule. Keep adoption, outcome, support, relationship, and commercial measures visible as separate parts.

Score with evidence

For each account show the raw value, baseline or target, trend period, component score, and source. Label manual judgement and explain it. Do not convert a missing value to zero or healthy. Do not use logins as proof of value when the customer's outcome calls for another measure.

Return

Give the component view, overall result, confidence, missing data, material change since the last period, and next check. Include the formula or rules so a person can reproduce the result.

Never invent usage, sentiment, support history, goals, or contract facts. A health score directs review; it does not prove renewal or churn.

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同一仓库的技能

Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.

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Significant-Gravitas/skills-catalog22026年10月22日 更新

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

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Significant-Gravitas/skills-catalog22026年10月22日 更新

Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.

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Significant-Gravitas/skills-catalog22026年10月22日 更新

Write ad variants that each test one idea, within platform limits and supported claims.

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Significant-Gravitas/skills-catalog22026年10月22日 更新

Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.

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Significant-Gravitas/skills-catalog22026年10月22日 更新

Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.

中文简介正在准备中。当前显示原文说明。

Significant-Gravitas/skills-catalog22026年10月22日 更新

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