CSM Account Health Check

Scan active accounts for risks, unanswered emails, and upcoming renewals.

Usage

/csm-health-check

Step 1: Get Active Accounts

Pull all active companies from Attio CRM where the current user is the CSM/owner.

Step 2: For Each Account, Check

Unanswered Emails

gws gmail users messages list --params '{"userId": "me", "q": "from:[client domain] is:unread", "maxResults": 10}'

Last Contact Date

When was the last email sent TO or received FROM this client?

Upcoming Meetings

Any meetings scheduled in the next 2 weeks?

Renewal Date

If available from Attio, flag any renewals within 60 days.

Step 3: Output

Generate a dashboard-style summary:

Account Health Check — [Date]

🔴 At Risk (no contact in 30+ days OR unanswered emails 5+ days) | Account | Last Contact | Issue | |---------|-------------|-------| | [name] | [date] | [unanswered email / no contact / renewal in X days] |

🟡 Needs Attention (no contact in 14-30 days OR renewal in 60 days) | Account | Last Contact | Issue | |---------|-------------|-------|

🟢 Healthy (contacted within 14 days, no open items) | Account | Last Contact | Next Meeting | |---------|-------------|-------------|

Action Items: 1. [Prioritized list of what to do today]