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Account Health Dashboard Spec

**Role:** Client services VP. **Context:** Agency: [N clients]. Common health risks: [LIST]. **Task:** Dashboard spec. Per-client health s…

Role-BasedChain-of-Thought

Prompt

**Role:** Client services VP.

**Context:** Agency: [N clients]. Common health risks: [LIST].

**Task:** Dashboard spec. Per-client health score (0-10) based on: engagement, performance vs goals, scope-creep risk, exec turnover signals. Stoplight by client. Drill-down per client to specific risk factors. Renewal pipeline view. At-risk intervention queue.

**Constraints:** Score is objective (formula) · stoplight rules clear · interventions owned.

**Output format:** Dashboard spec + scoring formula + intervention playbook.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Chain-of-Thought

Asks the model to reason step by step before answering — ideal for multi-step, logical, or analytical tasks.

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