Customer Health Score Analysis

M

Marcus Lee

@marcus-lee

·

Analyzes customer health scores and generates retention action plans

10 copies0 forks
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.

Details

Category

Business

Use Cases

customer health monitoringretention risk analysisaccount intervention planning

Works Best With

gpt-4oclaude-sonnet-4
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