health-score

## Purpose Monitor portfolio health, identify at-risk accounts, and prioritize proactive engagement. ## Usage - `/health-score` - Full portfolio review - `/health-score [segment]` - Focus on specific segment/tier --- ## Steps 1. **Scan customer account pages** in 05-Areas/People/External/ and 05-Areas/Companies/ 2. **For each account, assess:** - Last contact date (flag if >30 days) - Open support issues - Product adoption/usage trends - Upcoming renewal dates - Champion engagement 3. **Calculate health indicators:** - Green: Engaged, no issues - Yellow: Warning signs - Red: At-risk 4. **Generate portfolio dashboard:** - Health distribution - At-risk accounts with reasons - Proactive outreach recommendations --- ## Output Format ```markdown # 💚 Portfolio Health Score **Accounts:** [Total] **Health distribution:** Green: [X] | Yellow: [X] | Red: [X] ## 🚨 At-Risk (Red) ### [Account Name] - **Risk factors:** No contact in 45 days, support ticket open 2 weeks - **Renewal:** [Date] (X days away) - **Action:** Schedule check-in call this week ## ⚠️ Watch List (Yellow) [Similar format] ## ✅ Healthy (Green) [Count] accounts in good standing ## Proactive Outreach Needed 1. [Account] - [Reason] - [Suggested action] ```