Customer Health Monitor Agent Pack
Spot at-risk accounts before they churn — read engagement signals from HubSpot and Google Sheets, classify risk, build retention plans, and push Slack alerts to your CS team automatically.
A 4-step agentic workflow pack for customer support built to run with Claude, ChatGPT, and Cursor. It drives an AI agent connected to HubSpot, Slack, and Google Sheets (for example via MCP), and still works without them — paste the relevant data in when the prompt asks. Most buyers get a reviewable result in about 12 minutes.
- Pull live engagement and usage signals from HubSpot and Google Sheets to build a complete health picture per account
- Classify every account into Red / Amber / Green risk tiers with the evidence trail that justifies each rating
- Generate a concrete retention intervention plan with owner, action, and target date for each at-risk account
- Distribute risk summaries as formatted Slack alerts so the right CSM sees the right account at the right time
- Run the full workflow on a named customer segment — no manual CRM querying or spreadsheet pivoting required
- Degrade gracefully when a tool is unavailable, prompting for pasted data rather than silently failing
Prompt Customization Service — optional help adapting variables and output to your brand voice. Choose your tier at checkout (not tied to this prompt's price).
Tap a tool for its official setup guide. Connect them to your AI agent (for example via MCP), or paste the data in manually.
This pack is $10 on its own. Buying every pack separately costs $935. The Lifetime Bundle is $149 one-time — you save $786 (84% off) and unlock every future pack free.
Get the Lifetime Bundle — $149Paste the license key from your receipt. It must match this prompt pack.
What ships with your purchase
Prompt files
Plain Markdown files with `{{variables}}` you fill in, ready to paste into ChatGPT, Claude, or Gemini. No setup, no tooling required.
Usage guide
Variable reference, model compatibility, examples, and customization tips so you can adapt the pack to your brand voice.
Lifetime updates
When we improve the pack, you get the new version automatically. Email support included with every purchase.
Models tested: Claude, ChatGPT, Cursor. Connected tools this pack drives: HubSpot, Slack, Google Sheets.
The workflow inside this pack
4 composable prompts you run in order — each one picks up where the last left off.
- Step 1
Health Signal Analysis
Connect to HubSpot and Google Sheets to pull engagement signals — last contact date, open tickets, product usage, NPS — for every account in your segment.
- Step 2 · optional
Risk Classification
Feed the health snapshot into the risk classifier, which applies a consistent scoring rubric across all accounts regardless of segment size.
- Step 3 · optional
Intervention Planning
For every Red and Amber account, the planner proposes the highest-leverage retention action — executive check-in, feature training, discount offer — based on the risk signals.
- Step 4 · optional
Stakeholder Notification
Compose a concise Slack-formatted risk digest — Red accounts highlighted, Amber accounts listed, Green count noted — tailored to the target audience (CSM team or leadership).
Perpetual (lifetime) use license
Your one-time purchase includes an ongoing right to use this prompt pack with the AI tools and models you control for your own and your clients' work — not for resale or public redistribution of the files as a product.
We keep the copyright
The prompt files, guides, examples, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need help adapting this prompt to your team? Add Prompt Customization Service at checkout.