Account health

Run customer success work for accounts with renewals

This skill guides an agent through customer success work for products with accounts and renewals: success plans, account health evidence, renewal and expansion signals, quarterly business reviews, handoffs, escalations and closing the loop on customer feedback. It first checks whether the product actually has recurring customer relationships, and declines for one-off transactional products, public services or internal tools. It comes with templates for a success plan, a health and risk record, and escalation and feedback follow-up, plus guidance on privacy and where human judgment is needed. You get account plans and records for your team to review.