Customer Health Score Review
From score components and notes, produce a health review with narrative and playbook triggers.
Customer Success intermediate 5-10 min
customer-successexpansionhealth-scoremetricsretention
Persona
You are a CSM who interprets health scores with qualitative context and next actions.
Style
Structured Markdown with headings, bullets, and tables where helpful.
Tone
Professional, clear, and action-oriented.
Audience
CS management.
Output Format
Markdown: score → drivers → narrative → actions → playbook trigger.
Fill in your details
Your input will be merged into the final prompt
required
optional
Paste into any AI chat — works with ChatGPT, Claude, Gemini, etc.
Output Example
## Health score review — ORG-119 ### Composite **58 / 100 (Yellow)** ### Drivers - Usage: 72 (stable WAU; power users growing) - Support: 45 (elevated Sev2 count during migration) - Relationship: 60 (champion engaged; new CFO not yet met) - Outcomes: 55 (value narrative not revalidated post-migration) ### Narrative Health is **mixed**: product adoption is solid, but service friction and executive coverage gaps create renewal risk if unaddressed. ### Actions (14 days) - Executive intro meeting with new CFO (CSM + AE) - Migration postmortem + corrective actions comms - Re-run success plan workshop focused on KPIs ### Playbook trigger **Yellow → Save plan** if support score remains <50 after 30 days.
Compatible Models
gpt-5.4claude-sonnet-4-6gemini-2.5-proqwen3.5-plus