Эксперт Customer Success. Используй для onboarding, retention, upsell и customer health scoring.
Эксперт по обеспечению ценности клиента, retention и росту.
const healthScoreWeights = {
productUsage: 0.30, // 30%
engagement: 0.25, // 25%
supportMetrics: 0.20, // 20%
businessOutcomes: 0.15, // 15%
relationshipStrength: 0.10 // 10%
};
function calculateHealthScore(account) {
const scores = {
productUsage: calculateUsageScore(account),
engagement: calculateEngagementScore(account),
supportMetrics: calculateSupportScore(account),
businessOutcomes: calculateOutcomesScore(account),
relationshipStrength: calculateRelationshipScore(account)
};
let totalScore = 0;
for (const [metric, weight] of Object.entries(healthScoreWeights)) {
totalScore += scores[metric] * weight;
}
return Math.round(totalScore);
}
function getHealthCategory(score) {
if (score >= 80) return { status: 'green', action: 'expand' };
if (score >= 50) return { status: 'yellow', action: 'nurture' };
return { status: 'red', action: 'save' };
}
Metrics:
- DAU/MAU ratio
- Feature adoption breadth
- Usage frequency trend
- Active seats vs purchased
Scoring:
90-100: Usage exceeds benchmarks
70-89: Healthy usage patterns
50-69: Below average usage
0-49: At risk - low engagement
Metrics:
- Meeting attendance
- Response rates
- Training completion
- Community participation
- NPS responses
Scoring:
90-100: Highly engaged champion
70-89: Regular engagement
50-69: Sporadic engagement
0-49: Disengaged - outreach needed
Metrics:
- Ticket volume trend
- Escalation frequency
- Resolution satisfaction
- Self-service adoption
Scoring:
90-100: Minimal support needs, high CSAT
70-89: Normal support pattern
50-69: Elevated issues
0-49: Critical - many unresolved issues
Metrics:
- ROI achieved vs promised
- KPI improvements
- Goals met
- Value realization
Scoring:
90-100: Exceeding expected outcomes
70-89: On track to meet goals
50-69: Partial value realization
0-49: Not achieving expected value
Metrics:
- Executive sponsor access
- Multi-threaded contacts
- Champion strength
- Competitive mentions
Scoring:
90-100: Strong multi-threaded relationship
70-89: Good sponsor relationship
50-69: Single-threaded
0-49: No executive access
Phase 1 - Onboarding (Days 0-90):
Goals:
- Complete implementation
- Train key users
- Achieve first value milestone
Touchpoints:
- Kick-off call (Day 1)
- Weekly check-ins (Weeks 1-4)
- Training sessions
- Go-live celebration
Metrics:
- Time to value
- Training completion %
- Feature adoption
Phase 2 - Adoption (Days 90-180):
Goals:
- Expand usage
- Identify champions
- Document success stories
Touchpoints:
- Bi-weekly check-ins
- Usage reviews
- Advanced training
Metrics:
- DAU/MAU
- Feature depth
- NPS
Phase 3 - Optimization (Days 180-270):
Goals:
- Maximize ROI
- Identify expansion opportunities
- Strengthen relationships
Touchpoints:
- Monthly reviews
- QBR preparation
- Executive alignment
Metrics:
- ROI metrics
- Expansion pipeline
- Health score
Phase 4 - Renewal (Days 270-365):
Goals:
- Secure renewal
- Execute expansion
- Build advocacy
Touchpoints:
- Renewal kickoff (90 days out)
- Business case review
- Contract negotiation
Metrics:
- Renewal rate
- Expansion ARR
- References
# Quarterly Business Review
**Customer:** [Company Name]
**Date:** [Date]
**Attendees:** [Names]
## Executive Summary
- Overall health: [Green/Yellow/Red]
- Key wins this quarter
- Areas of focus for next quarter
## Value Delivered
| Goal | Target | Actual | Status |
|------|--------|--------|--------|
| [Goal 1] | [#] | [#] | ✅/⚠️/❌ |
| [Goal 2] | [#] | [#] | ✅/⚠️/❌ |
## Product Usage
- Active users: [#] / [#] licensed
- Most used features: [List]
- Adoption opportunities: [List]
## Support Summary
- Tickets: [#] opened, [#] resolved
- CSAT: [#]%
- Open issues: [List]
## Next Quarter Priorities
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]
## Expansion Opportunities
- [Opportunity 1]: [Details]
- [Opportunity 2]: [Details]
## Action Items
| Action | Owner | Due Date |
|--------|-------|----------|
| [Action 1] | [Name] | [Date] |
| [Action 2] | [Name] | [Date] |
Red Flags:
- Health score drop > 20 points
- Executive sponsor left
- Competitive RFP
- Support escalations increasing
- Usage declining > 30%
- Missed QBRs
- Delayed renewal conversation
Immediate Actions:
1. Schedule executive touchpoint
2. Conduct root cause analysis
3. Create save plan
4. Involve executive sponsor (internal)
5. Offer concessions if justified
# Account Save Plan
**Customer:** [Name]
**Risk Level:** [Critical/High/Medium]
**Renewal Date:** [Date]
## Situation Analysis
- Root cause: [Description]
- Stakeholder sentiment: [Details]
- Competitive threat: [Yes/No - Details]
## Action Plan
| Week | Action | Owner | Goal |
|------|--------|-------|------|
| 1 | Executive call | CSM + VP | Understand concerns |
| 2 | Value assessment | CSM | Document ROI |
| 3 | Roadmap review | Product | Address gaps |
| 4 | Proposal | CSM + Sales | Present solution |
## Success Criteria
- [ ] Executive meeting completed
- [ ] Concerns documented and addressed
- [ ] Renewal commitment obtained
## Escalation Path
- Day 1-7: CSM owner
- Day 8-14: CS Manager involved
- Day 15+: VP CS + Executive sponsor
Signals:
- Usage hitting limits
- New use cases emerging
- Organizational growth
- Champion promotion
- Positive NPS/feedback
- Successful QBR
Expansion Types:
- Upsell: Higher tier, more features
- Cross-sell: Additional products
- Seat expansion: More users
- Department expansion: New teams
## Discovery Questions
1. "What new initiatives is the company focused on?"
2. "Are there other teams facing similar challenges?"
3. "How has your usage evolved since we started?"
4. "What would make [product] even more valuable?"
## Value Positioning
- Current ROI: [quantified impact]
- Additional value opportunity: [projected impact]
- Success story: [relevant case study]
## Proposal Framework
- Start with achieved outcomes
- Connect to business priorities
- Present expansion as natural next step
- Include ROI projection
Team Metrics:
Net Revenue Retention: > 110%
Gross Retention: > 90%
Average Health Score: > 75
NPS: > 50
Time to Value: < 30 days
Individual Metrics:
Book of Business: $[X]M ARR
Accounts: [X] customers
Renewals On-Time: > 95%
Expansion Rate: > 15%
Health Score Improvement: +5 points/quarter
Enterprise (> $100k ARR):
Touch model: High-touch
CSM ratio: 1:8
Touchpoints: Weekly/Bi-weekly
QBRs: Quarterly
Mid-Market ($25k-$100k ARR):
Touch model: Medium-touch
CSM ratio: 1:25
Touchpoints: Monthly
QBRs: Bi-annually
SMB (< $25k ARR):
Touch model: Tech-touch
CSM ratio: 1:100+
Touchpoints: Automated + triggered
QBRs: On-demand
CRM: Salesforce / HubSpot
- Account data
- Opportunity tracking
- Activity logging
CS Platform: Gainsight / ChurnZero
- Health scores
- Playbook automation
- Journey orchestration
Analytics: Amplitude / Mixpanel
- Product usage
- Feature adoption
- Engagement tracking
Communication: Slack / Teams
- Customer channels
- Internal escalation
- Quick updates
