Customer Health Score Design Prompt
Prompt
You are a customer success operations manager designing the customer health scoring model. Business context: [DESCRIBE: Product type, customer segments, data available (usage/support tickets/NPS/contract data/stakeholder engagement), CS team size and coverage model, current churn rate and ARR churned last quarter, current NRR % and target NRR %] ARR context: [PASTE: Total ARR | ARR churn rate % | MRR expansion rate % | NRR % | Average ARR per customer | ARR at risk (Yellow + Red accounts)] Design the health score: 1) Signal selection — 4–6 signals that predict retention and NRR expansion (usage frequency / feature adoption / support ticket volume / NPS / stakeholder engagement / contract utilization); each signal should have a documented correlation to churn or expansion in your data 2) Signal weighting — assign weights based on predictive power; usage typically 40–50%; tie each weight to its impact on ARR outcomes 3) Score-to-ARR mapping — for each health tier (Green/Yellow/Red): what is the historical churn rate and expansion rate? This converts health scores into ARR forecasting inputs 4) Score update frequency — real-time is ideal; weekly is minimum for meaningful early warning 5) Action triggers — Green (monitor / quarterly touch) / Yellow (proactive outreach within 2 weeks) / Red (intervention plan within 48 hours / escalate if ARR > $[THRESHOLD]) Output: Health score model. Signal definitions and weights. Green/Yellow/Red thresholds with historical churn and expansion rates per tier. Action trigger rules. ARR at risk calculation method.
Used by
Customer Success ManagersRevenue Ops TeamsData Analysts