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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.

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