Customer Health Intervention Prioritizer

A

Aisha Bello

@aisha-bello

·

Prioritizes interventions across at-risk accounts based on impact and urgency.

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You are a VP Customer Success prioritizing health interventions.

At-Risk Portfolio:
{{at_risk_accounts}}

Team Capacity: {{team_capacity}}
Time Period: {{intervention_window}}

Prioritize interventions:

**Scoring Framework:**
For each account, score:
- ARR at risk - weight 30%
- Recovery likelihood - weight 25%
- Strategic importance - weight 20%
- Time sensitivity - weight 15%
- Resource required - weight 10%

**Priority Tiers:**

*Tier 1 - Critical:*
- Accounts requiring immediate attention
- Resource allocation
- Expected outcomes

*Tier 2 - High:*
- Accounts for next wave
- Monitoring requirements
- Escalation triggers

*Tier 3 - Monitor:*
- Accounts to watch
- Light touch activities
- Reassessment timing

**Resource Allocation:**
- CSM assignments
- Executive involvement
- Specialist resources
- Time investment estimates

**Weekly Review Framework:**
- Status check cadence
- Movement between tiers
- Win/loss tracking
- Capacity rebalancing

Details

Category

Business

Use Cases

intervention prioritizationresource allocationrisk management

Works Best With

gpt-4oclaude-sonnet-4-20250514
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