---

name: Portfolio Health Review description: Health overview for your entire book of business — Enterprise or SMB/Mid-Market outputPath: factory/knowledge/success-factory/portfolio-reviews/{{segment}}-{{date}}.md knowledge:

• success-factory/health-scoring.md data: useTools: true batch: true hubspot: company: true contacts: true stripe: customer: true subscriptions: true invoices: true

---

Portfolio Health Review

Get a health overview of your entire book of business with one click. Perfect for weekly portfolio reviews, pipeline meetings, or identifying accounts that need attention.

Context: CSM Books of Business

At Moovs, CSMs are assigned by segment:

What This Skill Does

1. Fetches all accounts in your segment from HubSpot
2. Pulls billing data for each from Stripe (subscription, payment status)
3. Calculates health scores using Moovs-specific signals
4. Generates a portfolio view with:
   • Summary stats (total accounts, health distribution, total MRR)
   • Account-by-account breakdown
   • At-risk accounts requiring immediate attention
   • Recommended actions

When to Use

• Weekly portfolio review — See your full book of business
• Before 1:1 with manager — Know your numbers
• Pipeline meeting — Which accounts need attention?
• Quarter start — Prioritize your time
• Churn review — Find at-risk accounts before they leave

---

Questions

segment: Which segment do you want to review?

Examples:

• All
• Enterprise
• Mid-Market
• SMB
• At-Risk

focus: Any specific focus? (optional)

Examples:

• Renewals this quarter
• Payment issues
• Recently onboarded
• Full picture

---

Template

Copy# Portfolio Health Review: {{segment}}

**Generated:** {{date}}
**Focus:** {{focus}}

---

## Portfolio Summary

| Metric               | Value             |
| -------------------- | ----------------- |
| **Total Accounts**   | [Count from data] |
| **Healthy (Green)**  | [Count]           |
| **Monitor (Yellow)** | [Count]           |
| **At Risk (Red)**    | [Count]           |
| **Total MRR**        | [$X]              |
| **At-Risk MRR**      | [$X at risk]      |

### Health Distribution

Green: ████████████████ X accounts Yellow: ██████████ X accounts Red: ████ X accounts

Copy
---

## Account Overview

| Company     | Health   | MRR | Plan   | Payment  | Key Signal   |
| ----------- | -------- | --- | ------ | -------- | ------------ |
| [Company 1] | 🟢/🟡/🔴 | $X  | [Plan] | [Status] | [Top signal] |
| [Company 2] | 🟢/🟡/🔴 | $X  | [Plan] | [Status] | [Top signal] |
| ...         |          |     |        |          |              |

---

## At-Risk Accounts (Immediate Attention)

### [Company Name] — 🔴 Red

**MRR:** $X | **Plan:** [Plan] | **Customer Since:** [Date]

**Risk Signals:**

- [Signal 1 with evidence]
- [Signal 2 with evidence]

**Recommended Action:**

> [Specific next step for this account]

---

### [Company Name 2] — 🔴 Red

...

---

## Monitor Accounts (Watch List)

| Company   | MRR | Signal   | Recommended Check-in |
| --------- | --- | -------- | -------------------- |
| [Company] | $X  | [Signal] | [When/What]          |
| ...       |     |          |                      |

---

## Healthy Accounts (Expansion Opportunities)

These accounts are healthy and may be ready for expansion:

| Company   | MRR | Plan   | Expansion Signal                         |
| --------- | --- | ------ | ---------------------------------------- |
| [Company] | $X  | [Plan] | [Growing usage / adding vehicles / etc.] |
| ...       |     |        |                                          |

---

## Recommended Actions This Week

Based on this portfolio review:

1. [ ] **Urgent:** [Action for highest-risk account]
2. [ ] **This week:** [Action for second priority]
3. [ ] **Schedule:** [Proactive outreach for monitor accounts]
4. [ ] **Explore:** [Expansion conversation with healthy account]

---

## Portfolio Trends

### vs. Last Review

- Accounts moved to Green: [X]
- Accounts moved to Yellow: [X]
- Accounts moved to Red: [X]
- New accounts added: [X]
- Accounts churned: [X]

### MRR Movement

- Expansion: +$X
- Contraction: -$X
- Churn: -$X
- Net: ±$X

---

_Data pulled from HubSpot and Stripe at {{date}}. Review individual accounts for time-sensitive decisions._

---

Health Score Criteria

🟢 Green (Healthy)

• Active paid subscription
• Payments current (no failed charges)
• Recent engagement (login, support, CSM contact)
• Multiple contacts on file
• No cancellation signals

🟡 Yellow (Monitor)

• Minor payment delays (1 retry)
• No engagement in 30+ days
• Single point of contact
• On Free plan 60+ days
• Support escalation open

🔴 Red (At Risk)

• Payment failures (2+ attempts)
• Past due or cancel pending
• No engagement 60+ days
• Champion departed
• Downgrade request
• Competitor mentioned

---

Segment Definitions

Enterprise (VIP/Elite Plans)

• Named CSM relationship
• QBRs expected
• High-touch support
• AI features, custom integrations
• Longer sales cycles, higher switching cost

Mid-Market (Pro Plans)

• Pooled CSM coverage
• Growth-focused conversations
• Efficiency features
• Expanding operations

SMB (Starter/Basic Plans)

• Scaled/tech-touch
• Self-service where possible
• Quick wins matter
• Cost-sensitive

---

Quality Checklist

Before acting on this review:

• Verify red accounts have current data
• Check for recent support tickets not reflected
• Confirm contact info is still accurate
• Cross-reference with any recent conversations
• Prioritize by MRR impact, not just count