Customer Health Score Calculator
Automatically calculate and update a health score for every customer account — spot churn risk before customers leave.
Weekly Calculation
Every Monday processes all accounts
Pull Signals
Usage, tickets, NPS, payments
Score Engine
Weighted formula → 0–100 score
Risk Analysis
GPT-4o-mini writes save-plan for <50
CSM Alert
Slack alert + CRM score updated
Trigger
Weekly Calculation
Every Monday processes all accounts
Action
Pull Signals
Usage, tickets, NPS, payments
Action
Score Engine
Weighted formula → 0–100 score
AI
Risk Analysis
GPT-4o-mini writes save-plan for <50
Output
CSM Alert
Slack alert + CRM score updated
Customer churn is expensive and often preventable — if you see it coming. This workflow calculates a health score for every customer account weekly using weighted signals: product usage frequency, support ticket volume and sentiment, NPS score, payment timeliness, and engagement with your content. The scoring model is configured in a Google Sheet — you define the weights. GPT-4o-mini analyzes accounts scoring below 50 and generates a personalized save-the-account action plan for the CSM. Accounts in the danger zone trigger a Slack alert to the assigned customer success manager with the specific risk signals.
- Identify at-risk accounts 30–60 days before they decide to churn
- AI-generated action plans give CSMs a clear playbook per at-risk account
- Objective, consistent scoring across all accounts removes bias
- Historical score trends reveal long-term account health trajectories
- Frees CSMs from manual account reviews — focus on action, not analysis
Customer success managers and VP of Customer Success at SaaS and subscription businesses with 50+ accounts who want proactive churn prevention instead of reactive firefighting.
Template
$79
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $899
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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