A standalone console for running a brokerage partner account: onboarding, adoption, quarterly reviews, escalations, expansion, all driven off the account itself. It runs today, ready to point at a real set of accounts.
Each account is a folder of plain files, not a database row. A reader turns it into structured data, a scoring engine grades it, and a FastAPI console renders it. There is no separate system of record.
Select an account and its full state stacks into one view, the way real customer-success platforms drill from a portfolio down into a single account.
The score, its named grade, the one-line reason, and the top corrective play.
healthThe mutual goals, each with on-track, at-risk, or blocked status.
success planThe account's task list, each row with a one-click Start button.
tasksThe map of who matters, with relationship strength per person.
peopleThe latest meetings and decisions, newest first.
activityEvery account, health dot and score, sorted worst-first for triage.
portfolioThe point isn't the layout. It's the machinery behind the buttons.
Five weighted signals roll up to a number and a named grade, always carried with the reason and the top fix. The weights live in one place and are meant to be argued with.
The same 60 means different things for a ramping account and an established one near renewal. An overlay reads each score by lifecycle, trajectory, and renewal proximity and grades it On Track, Watch, or Escalate, showing every step of the why. The raw number stays; the judgment sits on top, the way mature customer-success platforms score health.
One click assembles the account's context pack (the file paths plus the sponsor, champion, open escalation, and current top play) and opens an AI session already loaded with it via a claude:// deep link.
The engine recomputes every score from its parts and flags any stored number that no longer reconciles, so a health file can never quietly go stale.
The same context-pack code powers the Start button and the /account-brief skill. Built once.
A portfolio roll-up plus a per-account cockpit, the shape every mature customer-success platform converges on.
The worked account is invented. The system reads any account folder you drop in, sorted worst-health-first.
Two natural steps, and the file-based design maps onto both in a straight line.