Account Health Audit

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

{{USAGE_DATA_SOURCE}} — Where your product's usage/engagement data lives (analytics, admin console)
{{CRM}} — Your CRM (e.g. HubSpot, Attio, Salesforce)
{{CALL_LIBRARY}} — Your call recording/transcript tool (e.g. Gong, Grain, Fireflies)
{{TIER_LABELS}} — Your lead-scoring tier names (default: Bronze / Silver / Gold / Diamond)
{{ALERT_DESTINATIONS}} — Where qualified-account alerts route (Slack channels, task queues, inboxes)
{{SCORING_WORKFLOW}} — The audited account's central lead scoring & qualification workflow (theirs, configured in your platform — not your own org's)
{{VOICE_GOVERNANCE}} — The single place where outreach voice, tone, and CTA rules are supposed to be defined
{{STALE_DAYS}} — Days of zero activity before an automation counts as dead (default: 5)
{{LOOKBACK_DAYS}} — Window for usage/spend analysis (default: 30)