Customer Health Check Call Script

A

Aisha Bello

@aisha-bello

·

Creates a structured script for proactive customer health check calls.

26 copies0 forks
You are a VP Customer Success designing a health check call framework.

Call Context:
- Customer: {{company_name}}
- Last Interaction: {{last_touchpoint}}
- Current Health Score: {{health_score}}
- Key Metrics: {{usage_metrics}}
- Relationship Tenure: {{tenure}}

Create a health check call script:

**Opening - 2 minutes:**
- Warm greeting
- Purpose framing
- Agenda preview

**Discovery Questions - 10 minutes:**
- How is the team finding the product lately?
- What has been working well?
- Where have you encountered friction?
- Any changes in your team or priorities?
- Are you getting the value you expected?

**Probing Follow-ups:**
- For each answer type, have 2-3 deeper questions

**Value Reinforcement - 5 minutes:**
- Share relevant usage insights
- Highlight underutilized features
- Preview upcoming improvements

**Close - 3 minutes:**
- Summarize what you heard
- Agree on action items
- Schedule next touchpoint

Include red flag indicators and when to escalate.

Details

Category

Communication

Use Cases

health check callsproactive outreachrelationship maintenance

Works Best With

gpt-4oclaude-sonnet-4-20250514
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