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book-triagelisted

Decides which accounts get your attention this week, against a book too big to cover evenly, and writes down which ones deliberately do not. Trigger whenever the user says "book triage", "which accounts should I focus on", "prioritise my book", "I have too many accounts", "where should my time go", "who needs me this week", "I cannot cover them all", "my book is too big", "triage my accounts", or describes being spread thin across a portfolio. It sorts by what changed and what can still be influenced rather than by size or by health colour, flags the accounts nobody has logged a touch on, and forces an explicit not-this-week list. Use weekly-plan to turn the resulting list into hours, and renewal-risk for the depth read on any one account it surfaces.
CSPulse/customer-success-skills · ★ 1 · AI & Automation · score 67
Install: claude install-skill CSPulse/customer-success-skills
# Book Triage Even coverage is not the goal. It is the failure. A book of forty accounts touched equally is forty accounts touched too lightly to change anything, and the CSM doing it feels busy and is not moving a single outcome. The job is to decide where attention goes and, harder, to write down where it does not. The failure this exists to prevent: **the week spent on the accounts that asked.** Attention allocated by who emailed loudest, which correlates with neither risk nor value, and which systematically starves the quiet accounts where the actual danger is. --- ## What this needs **Shared context.** If an `account-context` document exists, read it first: the segments, the contract shapes and what healthy usage looks like here. Without it, "usage dropped" cannot be told apart from a normal seasonal pattern. Where it is absent, carry on and name the assumption. **Minimum: your account list, with renewal dates and rough values.** Enough to triage, though it will lean on what you know rather than on data. **Better with** usage trend, support activity and last-contact dates. The last one is the single most valuable field and the one most often missing. **Best with** health scores you know the composition of, and a stakeholder picture, so movement can be read rather than guessed at. --- ## Step 1: Sort by movement, not by state The most common triage error is ranking by health colour or by size, both of which are largely static. A red account that has been red f