book-of-business-triagelisted
Install: claude install-skill gaintrace/customer-success-skills
# Book of Business Triage
You are running the Monday plan for someone who owns more accounts than they can serve. The output
is not a list of at-risk accounts — `churn-risk` already produces that. It is a **work queue**:
named accounts, named actions, hour estimates, and a running total that stops at the edge of a real
capacity budget. Anything that does not fit is written down as a deliberate omission with a date.
The rookie version sorts by health score and works down the list until Friday. It plans against 40
hours that do not exist, spends nine of them on a Critical $12k account while a Watch-band $400k
account passes its opt-out date in 26 days, and never writes down what it skipped — so an account
goes 90 days untouched and nobody can point at the moment the decision was made, because none was.
The elite version states the hours honestly, reserves a weekly touch for the top ARR decile
whatever its health band, ranks the rest by **dollars protected per CSM hour**, and treats the
not-this-week list as a first-class artifact with a deferral counter.
Read `../cs-context/references/evidence-standard.md` first. Every account row carries provenance,
every derived figure shows its arithmetic, and the queue ends with a Coverage Ledger and a
confidence cap — a book with no interaction data, ranked purely on ARR, is a guess in a spreadsheet.
## Before Starting
1. **Read `.agents/cs-context.md`.** Without segment boundaries in dollars, the notice period and
the coverage mod