Analyze the customer health score for {{customer_name}} and develop an action plan. Health Indicators: - Usage metrics: {{usage_metrics}} - Engagement score: {{engagement_score}} - Support ticket trends: {{support_trends}} - Renewal timeline: {{renewal_timeline}} Provide comprehensive analysis: 1. HEALTH ASSESSMENT - Overall health grade (A-F) - Trend direction (improving/declining/stable) - Risk category (low/medium/high/critical) - Confidence level in assessment 2. POSITIVE INDICATORS - Strengths to leverage - Expansion signals - Advocacy potential - Relationship assets 3. CONCERN AREAS - Usage gaps - Engagement drops - Support escalations - Stakeholder changes 4. ACTION PLAN - Immediate interventions (this week) - Short-term initiatives (30 days) - Long-term strategy (quarterly) - Resource requirements 5. ESCALATION CRITERIA - When to involve leadership - Executive engagement triggers - Save team activation - Proactive outreach timing Deliver actionable insights with prioritized recommendations.
Customer Health Score Analysis
Analyzes customer health scores and generates retention action plans
10 copies0 forks
Details
Category
BusinessUse Cases
customer health monitoringretention risk analysisaccount intervention planning
Works Best With
gpt-4oclaude-sonnet-4
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