Claude-skill-registry customer-health-scorecard

Create or update a customer health scorecard

install

source · Clone the upstream repo

git clone https://github.com/majiayu000/claude-skill-registry

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/data/customer-health-scorecard" ~/.claude/skills/majiayu000-claude-skill-registry-customer-health-scorecard && rm -rf "$T"

manifest: skills/data/customer-health-scorecard/SKILL.md

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Signal	Mode	Confidence
"update", "revise", "refresh" in input	UPDATE	100%
File path provided ( `@path/to/scorecard.md` )	UPDATE	100%
"create", "new", "draft" in input	CREATE	100%
"find", "search", "list scorecards"	FIND	100%
"the scorecard", "[Customer] health"	UPDATE	85%
Just customer name/segment	CREATE	60%

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new health scorecard using template below.

UPDATE:

Read existing scorecard (search if path not provided)
Preserve structure, update metrics with new data
Add new month to Historical Trend
Recalculate health scores
Show diff summary: "Updated scores. Previous: X/100 → Current: Y/100."

FIND:

Search paths below for health scorecards
Present results: customer, current score, last updated
Ask: "Update one of these, or create new?"

Search Locations for Health Scorecards

```
customers/
```
```
health/
```
```
customer-success/
```
```
accounts/
```

Create a Customer Health Scorecard for the specified customer or segment.

V2V Phase

Phase 5: Business & Customer Outcomes - This skill tracks customer health indicators.

Output Structure

1. Overall Health Score

Score: X/100 [🟢 Healthy / 🟡 At Risk / 🔴 Critical]

Component	Weight	Score	Weighted Score
Engagement	X%	X/100	X
Adoption	X%	X/100	X
Support	X%	X/100	X
Relationship	X%	X/100	X
Total	100%		X/100

2. Engagement Metrics

Metric	Current	Target	Trend	Score
DAU/MAU	X%	X%	↑/↓/→	X/100
Session frequency	X/week	X/week	↑/↓/→	X/100
Session duration	X min	X min	↑/↓/→	X/100
Feature usage breadth	X%	X%	↑/↓/→	X/100

3. Adoption Metrics

Metric	Current	Target	Trend	Score
Activated users	X%	X%	↑/↓/→	X/100
Use cases live	X/X	X/X	↑/↓/→	X/100
Integration depth	X	X	↑/↓/→	X/100
Admin engagement	X	X	↑/↓/→	X/100

4. Support Metrics

Metric	Current	Target	Trend	Score
Ticket volume	X/month	X/month	↑/↓/→	X/100
Resolution time	X hours	X hours	↑/↓/→	X/100
Escalations	X	X	↑/↓/→	X/100
Satisfaction (CSAT)	X%	X%	↑/↓/→	X/100

5. Relationship Metrics

Metric	Current	Trend	Score
Executive sponsor engaged	Yes/No	-	X/100
Champion identified	Yes/No	-	X/100
QBR participation	X%	↑/↓/→	X/100
NPS score	X	↑/↓/→	X/100

6. Expansion Signals

Signal	Status	Implication
Approaching usage limits	🟢/🟡/🔴	[Opportunity/Risk]
New use case interest	🟢/🟡/🔴	[Opportunity/Risk]
Team growth	🟢/🟡/🔴	[Opportunity/Risk]
Contract renewal approaching	🟢/🟡/🔴	[Opportunity/Risk]

7. Churn Risk Indicators

Indicator	Status	Impact	Action
Usage decline	🟢/🟡/🔴	High/Med/Low	[Action]
Champion departure	🟢/🟡/🔴	High/Med/Low	[Action]
Support escalations	🟢/🟡/🔴	High/Med/Low	[Action]
Competitive evaluation	🟢/🟡/🔴	High/Med/Low	[Action]

8. Action Recommendations

Immediate (This Week):

Action	Owner	Due Date
[Action]	[Owner]	[Date]

This Month:

Action	Owner	Due Date
[Action]	[Owner]	[Date]

9. Historical Trend

Month	Health Score	Key Events
[Month -3]	X/100	[Events]
[Month -2]	X/100	[Events]
[Month -1]	X/100	[Events]
Current	X/100	[Events]

Instructions

Ask about specific customer if not specified
Reference any customer data provided via @file syntax
Include both leading and lagging indicators
Provide specific, actionable recommendations
Save as markdown file
Offer to create presentation version using /present