Customer Health Summary

Goal

Synthesize raw customer signals into a structured health score, explain the key drivers behind it, and surface prioritized actions for the account team.

Trigger

Run weekly or before any customer QBR, renewal review, or escalation triage.

Steps

1. 1

   Analyze the customer signals below and extract all meaningful data points across usage, sentiment, and engagement: $customer_signals

   • □Usage metrics are identified (logins, feature adoption, volume trends)
   • □Sentiment signals are present (support tickets, NPS, survey responses, tone of recent communications)
   • □Engagement signals are noted (meeting attendance, champion responsiveness, onboarding completion)

   Analyze the customer signals below and extract all meaningful data points across usage, sentiment, and engagement:
   
   $customer_signals

2. 2

   Score each signal category — Usage, Sentiment, and Engagement — on a 1–5 scale. Justify each score with 1–2 specific observations drawn directly from the data.

   • □Each category receives a numeric score with a rationale
   • □Scores are grounded in specific data points, not assumptions
3. 3

   Compute an overall health score (Red / Yellow / Green) by weighting the three category scores. Explain the weighting logic and identify the single biggest factor driving the overall rating up or down.

   • □Overall health tier (Red/Yellow/Green) is clearly stated
   • □The dominant driver is named explicitly
4. 4

   Identify the top 2–3 risks and the top 1–2 positive indicators for this account. Frame each risk with its potential business impact (e.g., churn, contraction, stalled expansion).

   • □Risks are tied to concrete business outcomes
   • □At least one positive indicator is surfaced to balance the picture
5. 5

   Generate 3–5 prioritized recommended actions for the account team, ordered by urgency. Each action should name who owns it (CSM, AE, Support, Product), a suggested timeline, and the expected outcome.

   • □Each action has a clear owner role
   • □Actions address the identified risks directly
   • □Timeline and expected outcome are specified
6. 6

   Write a 3–4 sentence executive summary suitable for pasting into a CRM note or sharing with a VP. It should state the health score, the main reason behind it, and the single most important action to take.

   • □Summary is concise and jargon-free
   • □Health score and top action are both present
   • □Tone is professional and actionable

Output format

Structure the response in clearly labeled sections: (1) Signal Breakdown with category scores and rationale, (2) Overall Health Score with dominant driver, (3) Risks & Positive Indicators, (4) Recommended Actions as a prioritized numbered list with owner/timeline/outcome, and (5) Executive Summary as a short paragraph. Use bold section headers for easy scanning.