Customer Health Scoring
Multi-signal health scores that predict churn 60 days early
Builds a customer health score by combining product usage, support ticket trends, NPS data, stakeholder engagement, and contract timeline. Flags at-risk accounts before they go dark and identifies expansion-ready accounts based on usage patterns.
Workflow Steps
Data Aggregation
/excel-workPull usage metrics, support data, NPS scores, and engagement history
Signal Weighting
/synthesize-knowledgeWeight signals based on correlation with historical churn and expansion
Score Calculation
/excel-workCalculate composite score with trend direction (improving/declining)
Action Triggers
/deep-planningDefine automated actions at each score threshold
Dashboard Spec
/produce-contentHealth dashboard design with drill-down to signal-level detail
Example
Health scoring for 120 accounts. The model combines 6 signals, flags 8 accounts as at-risk (declining usage + open escalations + no exec engagement in 90 days), identifies 15 expansion candidates (feature adoption above plan tier), and sets automated CSM alerts at score transitions. Signal synthesis across systems is what Claude Code enables for GTM.
Related Workflows & Skills
QBR Preparation
Complete QBR deck with usage data, ROI proof, and expansion plan
WorkflowChurn Prevention Playbook
At-risk account rescue with tailored intervention sequences
WorkflowExpansion Playbook
Identify and execute upsell/cross-sell from usage signals
SkillExcel Skill
Financial models and spreadsheets with zero formula errors
SkillKnowledge Synthesizer
Extract and synthesize 10-100 documents at 10x speed
SkillDeep Planning
Complex task into step-by-step execution plan
Deep Dives
Ready to automate this workflow?
Every workflow ships with Knowledge OS. Set up your system in 90 minutes.
Built and maintained by Victor Sowers at STEEPWORKS