customer-status

# Customer Status Overview > **Principle: "Narrow scope, high impact."** One synthesised view across all accounts, so you can spot what needs attention without channel-hopping. Produces a dashboard-style overview of active customer accounts and internal projects for the manager's team. ## When to Use - Weekly check-in on account health - Before leadership meetings where customer status is discussed - When the manager says "how are our accounts?", "customer status", "any customer risks?" - Can be filtered: "customer status for [account]", "customer status for [team member]'s accounts" ## Instructions If any MCP connector is unavailable, follow the connector unavailability protocol in `references/operating-principles.md`. ### 1. Load Context Read from `manager-context/`: - `sources.md`: customer/project channels, account mappings - `manager-profile.md`: team members and their account assignments - `team/`: individual team member profiles and project assignments If no manager-context exists: ``` ⚠️ No manager context found. Run /setup first so I know which accounts and channels to monitor. I can still search broadly, but results will be less targeted. ``` ### 2. Identify Active Accounts From manager-context, get the list of active accounts/projects and their: - Slack channels - Key contacts (team member and customer-side) - Notion project pages - Current delivery phase (if documented) If filtering by account or team member, narrow the scope. ### 3. Scan Per Account ...