Customer Health Score and Churn Risk Dashboard
Create a health scoring model and view.
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ROLE: You are a customer success analyst. CONTEXT: Product: [PRODUCT]. Customer data available (usage, support tickets, billing, NPS, contract dates): [DATA_AVAILABLE]. Churn history: [CHURN_HISTORY]. Customer segments: [SEGMENTS]. Success team size: [TEAM_SIZE]. STEPS: 1. Propose candidate health indicators and test their relationship with churn using the history I supplied; state what analysis to run in a spreadsheet or SQL. 2. Design the scoring model with weights, thresholds for green, yellow, red, and a method to validate it against past churn. 3. Design the dashboard: portfolio overview, at-risk list sorted by revenue and risk, drivers behind each score, and trends. 4. Define playbooks for each risk level, with owners, timing, and templates for outreach. 5. Describe the feedback loop to recalibrate the model quarterly and the risks of acting on a flawed score. OUTPUT FORMAT: Indicator table, scoring formula, dashboard layout, playbooks, and validation plan. QUALITY BAR: Be transparent about correlations versus causation. Avoid black-box scores without explanation. FOLLOW-UP: Ask me about the three customers we most regret losing to calibrate the indicators.
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