Success

Customer Health Score — Companion Template

Define factors, buckets and actions. Print or save as PDF.

Model version

Owner

Effective date

Segments

Refresh cadence

Hysteresis rule

Bucket thresholds

Green ≥

Amber

Red <

Tile	Definition	Owner	Frequency
	% of accounts in Green/Amber/Red
	Accounts crossing bucket boundaries (7/14/30d)
	Median hours from boundary cross to first play started

Date	Finding	Change	Approved by

Back to Playbook

Use with the Customer Health Score Model playbook. For every new field you add, remove one. Review factors quarterly; publish a change log.