Key Account Health Check Submission

Key Account Health Check Submission — Form Fields

This business template includes 11 fields. Account managers submit quarterly health check summaries for strategic enterprise accounts. Free to customize and use on ZenBuild.

• Account Manager Name (text, required)
• Account Name (text, required)
• Review Period (text, required)
• Overall Account Health (rating, required)
• Contract Renewal Risk (dropdown selection, required) — options: Low, Medium, High, Critical
• Executive Relationship Strength (rating, required)
• Product Usage and Adoption (rating, required)
• Open Support Issues (dropdown selection, required) — options: None, 1–2 Minor, 3–5 Moderate, Multiple Critical
• Expansion Opportunities Identified (long text, optional)
• Risks and Mitigation Plan (long text, required)
• Action Items for Next Quarter (long text, required)