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Workflow #8 · Customer Success

One-Workflow: Customer Health

One narrow automation: every customer check-in recomputes a weighted 5-dimension health score, re-grades the badge, and fires an at-risk alert to the feed. Flat fee. Shipped in a sprint.

DEMO · synthetic data
The problem

Customer health lives in someone's head. Accounts drift to at-risk — usage drops, tickets spike, invoices slip — and nobody notices until they churn. By then it's too late and too expensive to save them.

What the automation does

Scores every account on usage, support, and billing signals, grades them healthy / watch / at-risk, and flags who to call this week. Here: 30 accounts auto-graded, 7 at-risk surfaced before they churned.

Flat fee · $2,400 one-time Live in 9 days 1 workflow · 0 dashboards to babysit Runs on every check-in, hands-free
Accounts scored
auto-graded nightly
Healthy
Watch
At-risk

Customer roster

Automation

1
Check-in arrives — CSM logs a touchpoint or product event
2
Recompute — re-weight 5 dimensions, blend with history
3
Re-grade badge — healthy / watch / at-risk thresholds
4
Alert if at-risk — push to the success channel

Alert feed

0 alerts
No alerts yet — run a check-in to see the automation fire.

Scoring model: weighted mean of 5 dimensions on a 1–5 scale · weights adoption ×1.5, engagement ×1.2, support ×1.0, relationship ×1.0, renewal ×1.5.
Bands: ≥4.0 healthy · 3.0–3.99 watch · <3.0 at-risk. All names, scores, and events are synthetic.

Customer-health ROI — drag in real numbers

$0
revenue retained / year
Illustrative — conservative inputs.