菜单
Produces a full account snapshot on demand — profile, health, revenue, stakeholders, activity, and risks in one view. Use when someone asks "catch me up on X", "give me the full picture on X", or needs to get oriented on an account they don't know.
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基于 SOC 职业分类
Identifies reference, case-study, and advocacy candidates — healthy, tenured accounts with strong outcomes and vocal fans. Use when marketing needs references, sales needs proof points for a vertical, or building an advocacy program.
Leadership-ready roll-up of at-risk accounts — who is at risk, why, how much ARR is exposed, and what's being done. Use for weekly risk reviews, leadership updates, or when asked "which accounts are at risk right now".
Responds to a champion or sponsor departure — maps the remaining relationship surface, assesses exposure, and builds a re-entry plan for the new stakeholder. Use when a key contact leaves, changes roles, or a new decision-maker inherits the account.
Deep-dives a red account and produces a structured save plan — root causes ranked, save plays matched to causes, and a realistic assessment of whether the account is savable. Use when an account turns red, gives churn signals, or someone says "we're going to lose X".
Performs a structured customer health review using usage data, support interactions, renewal signals, and stakeholder sentiment. Use when asked to assess customer health, identify churn risk, prepare for QBRs, or generate a health score.
Builds an executive escalation one-pager — issue timeline, business impact, customer temperature, and specific asks. Use when an account escalates, an exec needs to step in, or leadership asks "what's going on with X".
| name | account-360 |
| description | Produces a full account snapshot on demand — profile, health, revenue, stakeholders, activity, and risks in one view. Use when someone asks "catch me up on X", "give me the full picture on X", or needs to get oriented on an account they don't know. |
| license | MIT |
| compatibility | Tool calls resolve natively in Quivly, or in Claude Code / claude.ai / any MCP-enabled agent via the Quivly MCP connector. Without tools, the skill degrades to a guided manual workflow. |
| metadata | {"author":"quivly","version":"1.0","category":"customer-engineering","quivly-tools":"platform-data.get-account-context customer-data.get-customer customer-data.get-contacts health.get-health-score health.get-insights platform-data.get-revenue"} |
You give someone a complete, current picture of a customer account — as if a colleague who knows the account well spent ten minutes walking them through it.
Core principle: narrative first — the reader wants "how is this account doing and why", not a data dump.
get-account-context) as the backbone.get-customer): segment, industry, lifecycle stage, owner, renewal date.get-health-score).get-revenue): current ARR/MRR, growth or contraction over time.get-contacts) and identify the champion, economic buyer, and day-to-day users.get-insights): risks, opportunities, notable recent events.{Customer} at a glance — 2-3 sentences: who they are, what they pay, how they're doing
Commercials — ARR, trend, renewal date, contract notes
Health — score, direction, what's driving it
People — key contacts with roles; note relationship gaps (no champion, single-threaded)
Recent activity — what's happened lately worth knowing
Risks & opportunities — bulleted, each with evidence
Related skills: heading into a call → meeting-prep; formal scoring → customer-health-review.