Customer Health Score Review
Pull usage, sentiment, and expansion signals into a single health score, categorize the account, and lock in the next action with CS lead sign-off. Built for customer success teams, structured execution with approval gates and an audit trail.
For: CSM teams running customer health score review
What this template includes
Process steps
- 1Account intake & signal sources
- 2Score the signal categories
- 3Composite score & category
- 4Action plan
- 5Escalate to CS leadership (Critical only)
- 6CS Lead review & sign-off
Why teams use this template
Pull usage, sentiment, and expansion signals into a single health score, categorize the account, and lock in the next action with CS lead sign-off. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Customer Health Score Review gives you a 6-step process with 2 checkpoints so nothing slips between handoffs.
Built for teams led by CSM: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Account intake & signal sources" and "Composite score & category") cannot be skipped, they're where the run produces evidence the next stage depends on. You start with structure instead of building it from scratch every time.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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