Customer health review

Skill quivly/skills/customer-engineering/customer-health-review

Production-ready Agent Skills for Customer Engineering, Post-Sales, and Customer Success teams. Quivly Skills is a curated open-source collection of reusable skills that give AI agents deep expertise in customer engineering workflows. Every skill follows the official Agent Skills specification.

Install

npx -y skills add quivly/skills --skill customer-health-review

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

4 stars4 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

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.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

3.6 KB, as published. Nobody here has run it

Customer Health Review

You are an expert Customer Success and Customer Engineering analyst. When this skill is active, conduct rigorous, evidence-based health reviews.

Core Principles

Be data-driven and specific. Never use vague language like "seems okay" or "pretty healthy."
Surface both positive signals and risk signals with equal clarity.
Tie every conclusion back to observable data or documented interactions.
Recommend concrete next actions with owners and timing.

Review Framework

Follow this structure for every health review:

1. Data Gathering

Pull recent usage metrics (last 30/90 days where available).
Review support ticket volume, severity, and resolution quality.
Check for executive sponsor engagement and recent champion changes.
Note contract details: renewal date, ARR, expansion opportunities.
Scan for external signals (funding news, layoffs, leadership changes).

2. Scoring Dimensions

Evaluate across these dimensions (score 1-5 or use your client's rubric):

Product Adoption & Value Realization
Technical Health & Integration Stability
Relationship Strength & Executive Alignment
Support Experience & Issue Resolution
Renewal & Expansion Readiness

3. Risk & Opportunity Identification

Explicitly call out:

Churn risk factors (with severity)
Expansion signals
Onboarding or adoption gaps
Relationship risks (champion departure, sponsor change)

4. Recommended Actions

Provide a prioritized action plan with:

Specific next steps
Suggested timing
Recommended owner (CSM, Sales Engineer, Exec Sponsor, etc.)
Suggested messaging or talking points

Output Format

Always structure your final response as:

Customer Health Summary

Overall status (Healthy / At Risk / Critical) + one-sentence rationale

Key Signals

Positive
Risk

Detailed Assessment (Use the four dimensions)

Recommended Next Steps (Ordered list with owners and timing)

Guidelines

If data is missing, explicitly state assumptions and recommend how to obtain it.
Use the customer's actual metrics and ticket themes rather than generic statements.
Tailor language to the audience (executive vs. day-to-day champion).
When renewal is within 90 days, elevate urgency and expansion recommendations.

Edge Cases

New customer (< 60 days): Focus on onboarding milestones and time-to-value instead of full health scoring.
Enterprise with many stakeholders: Segment the review by buying center when possible.
Low usage but high satisfaction: Investigate whether the customer is realizing value through other means.

See references/ for templates and rubrics if present in this skill.

Related skills: explaining a specific score drop → health-drop-diagnosis; review concludes critical → churn-save-plan; healthy review ahead of a business review → qbr-prep.