القائمة
Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
| name | account-health-review |
| description | Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it. |
Run this on a fixed cadence for every live account, and again after any bump — a missed deadline, a tense call, a delayed invoice. Its purpose is to catch a declining relationship while it can still be repaired, not to explain a non-renewal after it lands.
ACCOUNT: <name> REVIEW DATE: <date> PRIOR: <green/yellow/red>
DELIVERY: <green/yellow/red> — <evidence>
COMMERCIAL: <green/yellow/red> — <evidence>
RELATIONSHIP: <green/yellow/red> — <evidence>
TREND: <improving / stable / declining> vs last review
TOP RISK: <one sentence>
ACTION: <step> — owner <name>, by <date>
CLIENT CONTACT: <proactive call | status note> — <who>
Use when a client request is ready to become production work and you must brief creative or media — turning a vague ask into an objective, an audience, and constraints the team can build against.
Use when responding to an RFP or writing a new-business proposal — to decide whether to pursue it, shape the offer, and produce a document a client can say yes to.
Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.
Use when you need to write or change a statement of work — turning an agreed offer into a scope, deliverables, price, and terms that both protect the client and defend the agency's margin.
Use when reviewing compensation for a role, a team, or the whole population — checks where people sit against defensible bands, finds equity gaps, and produces a ranked, costed set of adjustments.
Use when building or maintaining the self-serve answers employees reach for — turns the questions people actually ask into clear, sourced FAQ entries that deflect repeat questions and stay consistent with policy.