Customer Health Cabinet
v0.1.0Always-on customer health command center. A CSM Lead and Health Analyst track account health scores, usage trends, support tickets, renewal risk, and relationship strength — publishing weekly health refreshes, at-risk alerts, and a live portfolio dashboard. Replaces Gainsight-lite dashboards, Vitally trackers, ChurnZero alerts, and the spreadsheets around them.
Customer Health Cabinet
agents
CSM Lead
.agents/csm-lead/
At-Risk Account Alerting
0 7 * * 1-5
CS Competitor Watch — Switching Risk
0 8 * * 1
Renewal Risk Brief
0 8 * * 1
Weekly Health Refresh
0 8 * * 1
Health Analyst
.agents/health-analyst/
2
Agents
4
Jobs
1
Depts
23
Pages
Owns the customer health cadence — scores the portfolio, signs off on at-risk escalations, sequences the Health Analyst, and writes the weekly health summary and renewal risk brief.
Pulls usage, ticket, engagement, and adoption signals from connected systems, computes health sub-scores for every account, and surfaces statistical anomalies — so the CSM Lead has numbers to act on, not vibes.
Customer Health Cabinet
A live command center for your CS team: two agents — a CSM Lead and a Health Analyst — continuously monitor every account's health score, product usage, support tickets, renewal date, and relationship strength. Every Monday a full health refresh runs; at-risk accounts trigger alerts the same day they cross the risk threshold. Every signal is a file on disk, inspectable and forwardable without logging into Gainsight.
Keep your CRM, Zendesk, Mixpanel, and Amplitude. Replace the manual health-score spreadsheets, the stale Gainsight dashboards, and the "which accounts are at risk this quarter?" fire drill.
The team
- [[.agents/csm-lead]] — CSM Lead. Owns the account health cadence, scores the portfolio, and signs off on risk escalations and next actions.
- [[.agents/health-analyst]] — Health Analyst. Pulls usage, ticket, and engagement data, computes sub-scores, and surfaces statistical anomalies across the portfolio.
Recurring rhythm
| Cadence | Job | Owner | Output |
|---|---|---|---|
| Weekly (Mon 08:00) | [[.jobs/weekly-health-refresh]] | CSM Lead → Analyst | Health scores refreshed for all accounts; dashboard updated |
| Daily (Mon–Fri 07:00) | [[.jobs/at-risk-alerting]] | CSM Lead | At-risk accounts (score ≤ 45 or usage drop > 25%) flagged to alerts/ |
| Weekly (Mon 08:00) | [[.jobs/competitor-watch-cs]] | CSM Lead | Competitor-mention scan across account notes; switching risk narrative |
| Weekly (Mon 08:00) | [[.jobs/renewal-risk-brief]] | CSM Lead | 90/60/30-day renewal risk summary written to accounts/renewal-risk.md |
How to run the demo
- Open the [[dashboard]] — the full portfolio table: account name, health score, usage trend, open tickets, renewal date, and risk badge. Click the health-score columns to see the breakdown card per account.
- Browse [[accounts/index]] — the living account data the agents read and update.
- Check
alerts/— the at-risk account feed the daily job writes. - Check
competitor-watch/— competitor mention and switching-risk output.
Connectors
Required: CRM (Salesforce / HubSpot), Zendesk or Intercom (support tickets), Mixpanel or Amplitude (product usage events), Slack (alert delivery). Recommended: Gong (call sentiment), LinkedIn (relationship tracking), ChurnZero or Gainsight (if migrating — read-only feed).
Cross-cabinet link: The competitor-watch job in this cabinet cross-references [[../competitive-intelligence]] for the full competitor landscape and switching-risk context.
Every artifact is a file
Agents write health summaries, risk narratives, and next-action plans to accounts/, alerts/, and competitor-watch/. Every output is a markdown file you can open, diff, forward to a CSM, or paste into a customer Slack channel — no dashboard login required.
$ git clone --filter=blob:none --sparse https://github.com/hilash/cabinets.git && cd cabinets && git sparse-checkout set customer-health