Customer Health Score Toolkit
Build a simple customer health score so you can see which accounts are at risk before renewal time.
$147one-time payment
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What you get with Customer Health Score Toolkit
The Customer Health Score Toolkit helps you choose the signals that predict whether a customer will stay, weight them, and combine them into one score your team can act on.
It covers usage, engagement, support, relationship and commercial signals, with guidance on which ones to start with when your data is limited.
The spreadsheet model calculates scores for every account, flags accounts that drop below your thresholds, and links each risk level to a recommended next action.
Start simple, review it monthly, and refine the weights as you learn which signals matter for your customers.
Everything included
- Health signal menu across five categories
- Weighting and scoring worksheet
- Account health score spreadsheet model
- Red / yellow / green threshold settings
- Risk response plays for each health level
- Monthly health review agenda
- Guide to refining the score over time
Built for
- Customer success teams without an early-warning system
- Founders who learn about churn only when the cancellation arrives
- Account managers covering many accounts
Common questions
What format is the toolkit?
A spreadsheet model that works in Excel and Google Sheets, plus a PDF guide.
Do I need customer success software?
No. The model runs from data you can export from your CRM, billing and support tools.
How many accounts does it handle?
The spreadsheet is built for anything from a few dozen to a few thousand accounts.
Do I get updates?
Yes. Any revisions to this edition are sent to the email address used at checkout.
Ready to get started?
Build a simple customer health score so you can see which accounts are at risk before renewal time.
$147one-time payment
Buy now — $147 →