Customer health | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Customer health review and business-review agenda.

Start with: Customer activity, outcomes, support and relationship snapshots.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Define the customer outcomes and review period. Assemble supplied adoption, service, relationship and commercial evidence.
Evaluate each dimension separately before combining it. Label missing information; inactivity alone does not establish dissatisfaction.
Connect concerns to customer goals and assign a plausible intervention with an owner. Keep expansion opportunities separate from unresolved service problems.
Return a health review and meeting agenda. Explain the evidence behind any rating and avoid using an unexplained aggregate score.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Prepare consistent responses and identify renewal risks.

Possible success measures: Response preparation time, repeat contacts, retention. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: customer-health
description: "Prepare customer health review and business-review agenda. Use for this workflow with supplied business information."
---

# Customer health

## Inputs and purpose

Use this workflow to prepare: Customer health review and business-review agenda.

Start with: Customer activity, outcomes, support and relationship snapshots.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Define the customer outcomes and review period. Assemble supplied adoption, service, relationship and commercial evidence.

2. Evaluate each dimension separately before combining it. Label missing information; inactivity alone does not establish dissatisfaction.

3. Connect concerns to customer goals and assign a plausible intervention with an owner. Keep expansion opportunities separate from unresolved service problems.

4. Return a health review and meeting agenda. Explain the evidence behind any rating and avoid using an unexplained aggregate score.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Prepare consistent responses and identify renewal risks.

Possible success measures: Response preparation time, repeat contacts, retention. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).