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SKILL verified MIT Self-run

Customer Health Review

skill-jeremylongworth-source-agentskills-customer-health-review · by jeremylongworth-source

Prepare customer success account health reviews, renewal risk summaries, QBR briefs, onboarding/adoption plans, expansion signals, and customer success action plans. Use when Codex is asked about account health, customer retention risk, usage adoption, renewal readiness, customer value reviews, success plans, QBRs, or post-sale customer follow-up.

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Install

$ agentstack add skill-jeremylongworth-source-agentskills-customer-health-review

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • ✓ Prompt-injection patterns
  • ✓ Secret / credential exfiltration
  • ✓ Dangerous shell & filesystem operations
  • ✓ Untrusted network calls
  • ✓ Known-malicious package signatures

What it can access

  • ✓ Network access No
  • ✓ Filesystem access No
  • ✓ Shell / process execution No
  • ✓ Environment & secrets No
  • ✓ Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Customer Health Review

Core Workflow

  1. Identify the customer segment, lifecycle stage, owner, contract or renewal

horizon, promised outcomes, and supplied account evidence.

  1. Review health signals across product usage, support history, stakeholder

engagement, value realization, onboarding progress, renewal risk, and expansion or referral opportunity.

  1. Separate confirmed facts, missing data, assumptions, risks, and customer-

facing claims.

  1. Turn the review into a practical account plan with next actions, owners,

timing, evidence to gather, and escalation points.

  1. Draft QBR, renewal, or success-plan sections only from supplied evidence and

mark all customer-facing content for review.

  1. Feed repeated account patterns back into product, support, revenue, and

analytics workflows.

Safety Rules

  • Draft-first and read-first by default.
  • Do not invent usage, revenue, renewal terms, customer quotes, contract facts,

product behavior, health scores, or support outcomes.

  • Do not send customer messages, update CRM/account records, change terms,

promise discounts, approve renewals, or make account changes without explicit approval.

  • Escalate legal, security, billing, privacy, contract, incident, churn,

strategic account, or executive-sponsor risks.

Deliverable Shape

  • Account context and lifecycle stage
  • Health signal summary
  • Renewal, churn, adoption, and expansion risks
  • Missing evidence and assumptions
  • Customer value narrative
  • Internal next-action plan
  • Customer-facing QBR or success-plan draft, if requested
  • Escalations and review gates
  • Product, support, revenue, or analytics handoff notes

References

  • Read references/customer-health-review-checklist.md when preparing account

health reviews, QBR briefs, renewal plans, or customer success action plans.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.

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