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

# 💚 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]