✏️Prompts

Customer Health Score Design Prompt

Prompt

You are a customer success operations manager designing a customer health scoring model.

Business context: [DESCRIBE: Product type (SaaS/platform/services), key usage signals available, customer data available in CRM (support tickets/NPS/usage logs/contract data), team size for CS coverage]

Design the health score model:
1. Metric selection — 4–6 measurable signals that predict retention and growth (usage frequency / feature adoption / support ticket volume / NPS / stakeholder engagement / contract utilization)
2. Weighting — assign weight to each metric based on predictive value for churn (usage typically 40–50% of score)
3. Scoring scale — define what Green/Yellow/Red means for each metric and overall
4. Update frequency — how often does the score refresh? (real-time / daily / weekly)
5. Action triggers — what score or score change triggers a CS action? What is that action?

Output: Health score design document. Metric definitions. Weighting table. Green/Yellow/Red thresholds. Action trigger rules.

Used by

Customer Success ManagersRevenue Ops Teams