The Customer Health Score Template
Spot the accounts about to leave before they tell you they are leaving.
Most businesses find out a customer is churning when they cancel. By then it is too late. This template gives you a scoring system that flags at-risk accounts three to six weeks early, using the signals that predict churn: usage patterns, support behaviour, and engagement drop-off. Fill in the placeholders once, run the score weekly, and you will always know which accounts need attention before they make the decision.
- Account Master Record
- Usage Score (0 to 40 points)
- Support Ticket Score (0 to 25 points)
- Engagement Score (0 to 25 points)
- Health Score Summary and Risk Flag
- Intervention Action Plan
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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