# Customer Health Check

> >

- **Type:** Skill
- **Install:** `agentstack add skill-ootto-ai-claude-support-skills-customer-health-check`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [Ootto-AI](https://agentstack.voostack.com/s/ootto-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [Ootto-AI](https://github.com/Ootto-AI)
- **Source:** https://github.com/Ootto-AI/claude-support-skills/tree/main/skills/customer-health-check

## Install

```sh
agentstack add skill-ootto-ai-claude-support-skills-customer-health-check
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Customer Health Check

Flag accounts that look at-risk and explain why.

## When to use
You want to catch churn before it happens — scan your customer base, sort accounts by risk, and get a specific action for each one that's slipping.

## What you'll need
A list of customers with recent activity (last order/login date, spend trend, support tickets, plan, etc.).

## Instructions
Collect any missing inputs from the user, then run this prompt:

```
You are an account manager reviewing my customer base to catch churn before it happens.

Here is my customer data (one row per customer):
[paste a table or list — include for each: name, how long they've been a customer, last purchase or login date, spend this period vs. last period, number of open or recent support tickets, plan/tier, and anything else relevant]

Today's date is [date].

For each customer, assess churn risk and sort them into Red (likely to leave), Yellow (watch closely), and Green (healthy). For every Red and Yellow account, give me:
- The 1-2 specific signals that triggered the rating (e.g. "no login in 47 days; spend down 60%").
- A plain-English reason this matters.
- One concrete action I should take this week (e.g. "personal check-in call," "send a win-back offer").

Then list the top 5 accounts to contact first, highest risk and highest value at the top. Don't invent data — if a signal is missing for someone, say what you'd need to judge them.
```

**Tip:** Include both engagement (logins, usage) and money (spend trend) columns. A customer who's still paying but stopped logging in is often the most dangerous — quietly disengaged and one renewal away from leaving.

---

Built by **[Ootto](https://www.ootto.ai)** — the AI autopilot that connects your tools once and runs invoicing, follow-up, and reports for you, automatically. [Book a demo →](https://www.ootto.ai)

## Source & license

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

- **Author:** [Ootto-AI](https://github.com/Ootto-AI)
- **Source:** [Ootto-AI/claude-support-skills](https://github.com/Ootto-AI/claude-support-skills)
- **License:** MIT

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-ootto-ai-claude-support-skills-customer-health-check
- Seller: https://agentstack.voostack.com/s/ootto-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.