Implementing A Customer Health Scorecard

January 1st, 2018

Mike Pregler

Summary

A customer health scorecard synthesizes information about a customer account, allowing the customer success team to detect issues with customers as they occur and set priorities for strengthening customer relationships. The organization can roll up customer health scorecard data to present an aggregated view of account health across segments and geographies. As conditions change, it is important to periodically reassess the scorecard to ensure that it is accurately tracking customer health. In this report, we describe foundational elements and best practices for implementing a customer health scorecard.

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