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.
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Customer Success ManagersRevenue Ops Teams