Built from deep-dive interviews with over 80 customer success professionals and over 200 comments and improvements.
Level up your analytical skills and become more proactive in day-to-day work.
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• Ready-to-use customer health score template (version 4 with new features) for Google Sheets and Microsoft Excel with customizable formulas
• 3 hours of video content in short blocks explaining various aspects of Customer Health Scoring
• 2 case studies with real-life examples of customer health scores inclusive of actual formulas and thresholds
• 1 hour of Q&A live session with the expert
• Support via e-mail & Slack
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1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world
2. Discover four main pillars of Customer Health Score: product usage, support scoring, sentiment, customer advocacy
3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, Net Promoter Score, activation trigger(s) / TTV, open tickets, SLA violations, time to the first reaction / full resolution, Customer Success Management Sentiment and many other)
4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc.
5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling
Founder and CEO of RevOS.ai, serial entrepreneur, sales, customer success, and revenue leader
Worked with the world's best companies like Deutsche Telekom, DHL, AppDirect, Talend, Mambu, mVISE AG. Experienced hacker, product owner, agile evangelist, and speaker at international conferences.
Renat Zubayrov
Sales and Revenue Leader, Business Consultant
1. Customer Success Managers (CSM) - Customer Success Management:
3. Data Analysts:
Implement customer health score today and make a data-driven decision for growth.
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