---
name: compound-interest
display_name: Compound Interest
description: "Activate when a CSM wants to see their proactive engagement metrics for an account — tracks check-in emails, Slack messages, meetings, and document shares, benchmarks against renewal data, and visualizes the compound impact of consistent proactive work. Also activates for 'how am I doing with [account]', 'show my engagement stats', 'proactive touch report'."
icon: "📈"
trigger: compound interest
inputs:
  - name: account_name
    description: "Customer account name to analyze proactive engagement for"
    type: string
    required: true
  - name: time_period
    description: "Time period to analyze (e.g., 'this quarter', 'last 90 days', 'YTD')"
    type: string
    required: false
    default: "this quarter"
tools: [kg_search, search_all]
depends-on: [html_design, highcharts]
---

## Overview

Compound Interest quantifies the invisible proactive work CSMs do — check-in emails, Slack messages, strategic meetings — and correlates it with renewal outcomes. Calculates a Compound Interest Score (0-100), benchmarks against renewal predictors, gamifies consistency with streaks. A fitness tracker for customer relationships.

## Workflow

### Step 1: Identify Account Touchpoints
- **Mode:** agentic
- **Input:** `{{account_name}}`, `{{time_period}}`
- **Output:** Categorized touchpoint list

Search all channels, categorize: 📧 Proactive Email, 📞 Meeting/Call, 💬 Slack Check-in, 📄 Resource Share, 🎯 Strategic Touch.

### Step 2: Calculate Engagement Score
- **Mode:** agentic
- **Output:** Compound Interest Score (0-100)

Five sub-scores (0-20 each): Volume, Proactive/Reactive Ratio, Consistency, Diversity, Recency.
Tiers: 🟢 80-100 Compounding / 🟡 50-79 Growing / 🟠 25-49 Stalling / 🔴 0-24 Dormant.
Benchmarks: "10+ touches/quarter → 94% renewal vs 71%"

### Step 3: Build the Dashboard
- **Mode:** deterministic
- **Tool:** Load `html_design` and `highcharts` skills
- **Output:** Interactive HTML dashboard

Gauge, touch timeline, type breakdown, ratio chart, streak tracker, benchmarks, projected impact.

### Step 4: Generate Recommendations
- **Mode:** agentic
- **Output:** Gaps / Opportunities / Wins

### Step 5: Offer Follow-up Actions
- **Mode:** deterministic
- **Output:** Decision card

## Output
Interactive Highcharts dashboard with score, timeline, benchmarks, streaks, and recommendations.

## Lessons Learned
### Do
- Distinguish proactive vs reactive (48-hour heuristic)
- Make data motivational, not punitive

### Don't
- Don't count automated emails as proactive
- Don't make leaderboard default

### Common Failures
- Can't distinguish proactive/reactive: use 48-hour heuristic
- Account not found: ask for email domain or contact names