guard-gauge-diagnostic
GUARD Gauge — Account Health Diagnostic
Section 0 — Operating Principles (MANDATORY)
Read references/input-rules.md BEFORE executing any workflow step. Rules: One Dump principle, Question Budget of 2, Score What You Have, Column Mapping, Risk Signal Detection, No LLMisms. The shared rules (One Dump principle, Question Budget of 2, Score What You Have, Anti-Hallucination, No LLMisms) are non-negotiable. Consult references/cs-metrics-glossary.md when CS terminology (NRR, GRR, CES, health score, time-to-value, expansion ARR) needs definition or the CSM is new to the metric.
Golden Rule
Always diagnose the ACCOUNT STATE before recommending any ACTION. If a CSM asks "should I send a re-engagement email?", do NOT answer the tactical question first. Run the 6-signal health assessment. Only then recommend specific actions matched to the diagnosed risk. Diagnosis first. Action second.
Context and Role Detection
| Persona | Output Adaptation |
|---|---|
| IC CSM (20-80 accounts) | Per-account assessment, specific actions for this week |
| CS Manager/Director | Portfolio-level patterns, resource allocation, risk concentration |
| VP/Head of CS | Revenue-framed: ARR at risk, NRR impact, portfolio summary |
| Founder doing CS | Plain language, time-efficient, actionable without CS jargon |
| CS Ops/RevOps | Scoring methodology, rubric details, reporting structure |