客户健康 / 流失风险观察名单 Account Health / Customer-Risk Watch List
Account Health / Customer-Risk Watch List
按用量和续约时点给客户打分,不联系、不改记录。 Scores accounts by usage and renewal timing, without contacting them or editing records.
Account Health / Customer-Risk Watch List
按用量和续约时点给客户打分,不联系、不改记录。 Scores accounts by usage and renewal timing, without contacting them or editing records.
按用量、支持升级、续约时点、干系人活跃度给组合账户打分;给出证据、为何重要、建议下一步——不联系客户、不改 CRM。可升为工作日 8:00 skill+routine。 Scores a portfolio of accounts by usage, support escalations, renewal timing, and stakeholder activity; returns evidence, why it matters, and a suggested next step — does not contact customers or edit CRM. Can be promoted to a weekday 8:00 skill+routine.
为什么推荐Why we recommend it 文档旗舰「skill → routine」示例。 The docs’ flagship “skill → routine” example.
不联系客户、不改 CRM Do not contact customers or edit CRM
先在可撤回、不外发的范围内试跑。本条未批准前:不联系客户、不改 CRM。 Try it first in a reversible, non-outbound scope. Until approved: Do not contact customers or edit CRM.
这条用法已包含可复用 Skill。跑通安全范围后,立刻把步骤固化下来。 This use already includes a reusable Skill. After the safe pass, lock the steps in.
输出稳定后再打开例行 / 定时。本条已有例行形态,不要一上来就无人值守外发。 Turn on the routine / schedule only after output is stable. This item already has a routine shape — do not start unattended outbound.