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Customer Health Score Framework Template

A structured framework for measuring and predicting customer health to drive retention and identify upsell opportunities.

December 15, 2025
12 min
Framework
AI Guides & Education

Health Score Components

  • Product Usage: Login frequency, feature adoption, engagement depth
  • Support Interactions: Ticket volume, sentiment, resolution satisfaction
  • Financial Health: Payment history, contract value, expansion revenue
  • Relationship Strength: Executive engagement, NPS scores, referrals

Weighting Model

Customize weights based on your business model and historical churn indicators.

  • Product Usage: 35%
  • Support Interactions: 25%
  • Financial Health: 25%
  • Relationship Strength: 15%

Alert Thresholds

  • Green (80-100): Healthy, focus on expansion
  • Yellow (60-79): Monitor closely, proactive outreach
  • Red (Below 60): At-risk, immediate intervention

Action Playbooks

Predefined response playbooks for each health score tier to ensure consistent customer success management.

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