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Customer Health Score Assessment - Free Sales Template | ZenBuild | ZenBuild

Templates→Sales→Customer Health Score Assessment

Customer Health Score Assessment

Enable customer success managers to score and document account health across key dimensions. Creates a consistent framework for identifying at-risk and high-potential accounts.

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Customer Health Score Assessment

Assess the health of a customer account across key success dimensions.

Account Name*

CSM / Account Owner*

Product Usage Level*

Relationship Strength with Key Contacts*

Support Ticket Trend*

Declining – Getting fewer issuesStable – Consistent volumeIncreasing – More issues recently

Overall Account Health Status*

Key Risks or Action Items

Template Details

CategorySales

Fields7

Uses0

Views0

salescustomer-healthretentionaccount-management