← ClaudeAtlas

book-of-business-triagelisted

When the user has a whole book of accounts and needs to decide what to actually work on this week, in what order, with a realistic time budget. Also use when the user mentions 'where do i start', 'no idea where to start', 'what should I work on this week', 'Monday planning', 'prioritise my book', 'my book of business', 'I have too many accounts', 'where do I spend my time', 'weekly plan', 'work queue', 'triage my accounts', 'which accounts need attention', 'I'm drowning', 'how do I cover 200 accounts', 'nobody has touched these accounts', 'my pooled book', or 'help me plan my week'. Use this whenever someone is deciding how to allocate CSM time across more accounts than they can cover, even if they never say 'triage' or . For why one account is at risk, see churn-risk. For preparing a specific meeting, see pre-call-brief. For the portfolio revenue number, see renewal-forecast.
gaintrace/customer-success-skills · ★ 1 · AI & Automation · score 75
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