Customer Health Scorecard

J

Jordan Reyes

@jordan-reyes

·

Build customer health scoring systems to predict and prevent churn

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Design a customer health scoring system for {{product_name}}.

Customer segments: {{segments}}
Available data: {{data}}
Success team context: {{context}}

**Health Score Framework:**

**1. Score Components**

*Usage Metrics* (weight: 30%)
- Login frequency
- Feature adoption
- Session depth
- Trend direction

*Engagement Metrics* (weight: 25%)
- Support interactions
- NPS/CSAT scores
- Community participation
- Content consumption

*Business Metrics* (weight: 25%)
- Contract value trend
- Expansion indicators
- Payment status
- Renewal proximity

*Relationship Metrics* (weight: 20%)
- Stakeholder engagement
- Executive sponsor strength
- Champion presence
- Responsiveness

**2. Scoring Methodology**
- Scale (0-100 or letter grades)
- Component calculation
- Weighting rationale
- Threshold definitions

**3. Health Categories**
- Healthy (80-100): Characteristics, actions
- At Risk (50-79): Signals, interventions
- Critical (<50): Triggers, escalations

**4. Operationalization**
- Data sources
- Refresh frequency
- Alert triggers
- Playbook mapping

**5. Validation**
- Correlation with actual churn
- Continuous improvement process

Details

Category

Analysis

Use Cases

Customer successChurn preventionAccount management

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