菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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.
| 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>