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account-health-review

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更新日2026年7月19日 00:57

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.

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Account Health Review

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.

Steps

Pull the facts first. Scope status, budget spent versus scoped, deadlines hit versus missed, open Tasks, and time since the last real conversation. Numbers before feelings.
Score three dimensions. Rate each green / yellow / red, with one line of evidence: Delivery (are we shipping what we promised, on time), Commercial (is the account profitable and paid up), Relationship (does the client trust us and answer our calls).
Name the trend, not just the state. A green account sliding toward yellow matters more than a stable yellow. Compare against the last review.
Find the one thing. Identify the single biggest risk to renewal. Resist listing ten; fix the one that moves the others.
Write the action. One owner, one date, one concrete step for the top risk — and escalate to the account director now if it is commercial or above your line.
Decide the client conversation. Does this need a proactive call this week, or is a status note enough? Say which, and who makes it.

Quality bar

Every rating carries evidence a colleague could verify.
The trend is stated explicitly, not implied.
The top risk has exactly one owner and one dated action — not a committee.
Nothing red is left without either an action or an escalation.

Output format

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>

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Account Health Review

Steps

Pull the facts first. Scope status, budget spent versus scoped, deadlines hit versus missed, open Tasks, and time since the last real conversation. Numbers before feelings.

Score three dimensions. Rate each green / yellow / red, with one line of evidence: Delivery (are we shipping what we promised, on time), Commercial (is the account profitable and paid up), Relationship (does the client trust us and answer our calls).

Name the trend, not just the state. A green account sliding toward yellow matters more than a stable yellow. Compare against the last review.

Find the one thing. Identify the single biggest risk to renewal. Resist listing ten; fix the one that moves the others.

Write the action. One owner, one date, one concrete step for the top risk — and escalate to the account director now if it is commercial or above your line.

Decide the client conversation. Does this need a proactive call this week, or is a status note enough? Say which, and who makes it.

Quality bar

Every rating carries evidence a colleague could verify.

The trend is stated explicitly, not implied.

The top risk has exactly one owner and one dated action — not a committee.

Nothing red is left without either an action or an escalation.

Output format

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>

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.