Create intermediate Works with: Any AI

Customer Health Score Design

Table output Has example

Create a transparent score the team trusts.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Design a customer health score. Customer types: [CUSTOMER_TYPES]. Available signals: [SIGNALS]. Business goals (retention, expansion, satisfaction): [GOALS]. Team size and tools: [TEAM_AND_TOOLS].

Return:
1. Score design: five categories (adoption, engagement, outcomes, relationship, commercial) with the signals in each, how each is measured, and the weight. Show a table and make the weights add to 100.
2. Scoring rules: how raw values convert to 0 to 100 (thresholds or percentiles by segment), with an example: logins per week: 0 = 0 points, 1 to 2 = 40, 3 to 5 = 70, 6 or more = 100.
3. Status bands: green, amber, red with definitions and the action expected for each.
4. Example calculation for two accounts with the arithmetic.
5. Reliability checks: does score correlate with renewal in past data? Bias checks across segments; how to handle missing data.
6. Operating rhythm: weekly review of reds, monthly trend, quarterly recalibration.
7. Pitfalls: too many signals, scores nobody understands, gaming metrics, and ignoring qualitative information (the account manager's note).

Provide a spreadsheet layout. Mark assumptions clearly and do not use personal data beyond what is needed.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Weights (total 100): adoption 30, engagement 20, outcomes 20, relationship 15, commercial 15.
Adoption: weekly active users / licensed users. Rule: below 30 percent = 0 to 9; 30 to 59 = 10 to 20; 60 or more = 21 to 30.
Account Pine Dental: adoption 72 percent = 27; engagement (monthly logins 14 against norm 12) = 20; outcomes (goal met, no-shows down 5 points) = 16; relationship (champion plus finance contact) = 12; commercial (paid on time, 12 months left) = 15. Total = 27 + 20 + 16 + 12 + 15 = 90, green.
Account Reed Logistics: adoption 22 percent = 6; engagement 8; outcomes 5; relationship 4 (champion left); commercial 9. Total 32, red.
Bands: green 70 or more; amber 50 to 69; red under 50. Red triggers a call within 2 days. Check against past renewals before trusting the score.

• health-score