How To Get the Most Out of Your CUSTOMER HEALTH SCORE

Описание: #CustomerHealthScore #CustomerSuccess

Creating a customer success health score takes a lot of work. When done right, you’ll need to analyze your churn reasons and best of breed clients. You’ll also need to capture data from multiple systems and take the time to figure out how to map them together. You’ll then need to experiment with the calculation itself and test its reliability, build the framework, load the data automatically, create validation rules... you get my point.

Most customer success teams are so exhausted from building the score, they basically stop all development work as soon as they finish building it. At a minimum, they showcase it in a single executive dashboard and make it available to the CSM.

A few take the time to share the score with other teams.

Some take it to the next level and create a few playbooks for situations when an account has a red health score.

If you’re in the same situation, you are not leveraging your health score enough. There are (at least) five (5) things you should absolutely consider doing with your health score once it becomes reliable. Things that will help you promote proactiveness, increase cross-functional collaboration, and fight churn in a scalable and efficient manner. Watch this video to see how we, at CSM practice, help our clients expand the return on their investment in developing a customer health score (or a churn index).

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👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are three powerful ways I can help you fast-track success while avoiding common pitfalls:

1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩

Tracking the right KPIs is the key to driving your CSM team to higher performance. Get my Customer Success KPI Cheatsheet and learn how to focus on the metrics that actually move the needle—so you can scale smarter and accelerate revenue growth.

Click here to download the workbook:
🔗 https://unlock.thecustomermethod.com/...


2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨

Every week, I share strategic insights and practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies and driving serious impact.

Click here to join:
🔗 https://unlock.thecustomermethod.com/...

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?

Building and running a customer success practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives confidently build a proactive, high-performing CS team—without the guesswork and costly missteps of figuring it out alone.

Click here to learn more:
🔗 https://unlock.thecustomermethod.com/...

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To learn more about HEALTH SCORES:
🎥 WATCH this video to learn what is a customer health-score    • What is a CUSTOMER SUCCESS HEALTH SCORE | ...  

⏬ DOWNLOAD THE INFOGRAPHIC: Customer Health Score Facts
https://www.csmpractice.com/infograph...

📑 READ our blog on Customer Success Metrics https://www.csmpractice.com/customer-...

🔊 LISTEN to "Why your customer health score is not working" popular podcast: https://www.receptive.io/podcasts/chu...

00:00 Intro
00:12 Customer Health Score
01:10 Health Score Criteria
01:43 Proactiveness and Transparency
02:40 SMB Segments
03:01 CSM Automate Email
04:03 CSMs Email Template
05:44 Recommending Podcast