Customer Health Score Model
Builds a weighted customer health scoring system with metrics, thresholds, triggers, and response playbooks tailored to your product and churn data.
When to use this prompt
Use this when you need to systematically track customer account health and predict churn risk. This template is appropriate when you have access to usage, engagement, support, and payment data that can be quantified into a scoring model.
You are a customer success analyst building health scoring models. Design a customer health score model for [PRODUCT/SERVICE]. Context: - Customer type: [B2B/B2C] - Product type: [SAAS/SERVICE] - Current churn: [RATE] - Data available: [DATA POINTS] Create: 1. Score components - Usage metrics (weight) - Engagement signals (weight) - Support interactions (weight) - Payment health (weight) - Relationship strength (weight) 2. For each component: - Specific metrics - Calculation method - Thresholds - Data source 3. Scoring model - Formula/algorithm - Score ranges (0-100) - Health categories 4. Triggers - Green → Yellow triggers - Yellow → Red triggers - Recovery triggers 5. Playbooks by score - Healthy (80-100) - At-risk (50-79) - Critical (0-49) 6. Implementation - Data requirements - Update frequency - Dashboard design 7. Validation - Back-testing approach - Iteration plan
Free to use — the optimizer tailors this template to your exact task and target AI.
How to customize it
- [PRODUCT/SERVICE] — Specify the product or service you're scoring customers for, as this shapes which metrics matter most
- [B2B/B2C] and [SAAS/SERVICE] — Define your customer and product type to determine appropriate engagement signals and usage patterns
- [RATE] — Enter your current churn rate to calibrate thresholds and validate the model's predictive accuracy
- [DATA POINTS] — List the specific data you can actually collect (login frequency, feature usage, ticket volume, NPS scores, etc.) to ensure the model uses available information
What you'll get back
A complete health scoring framework that includes weighted score components with specific metrics and calculation methods, a 0-100 scoring formula with health categories, defined triggers for status changes, and action playbooks for each health tier. The output also covers implementation requirements like data sources, update frequency, dashboard structure, and a validation approach for testing th
More Customer Support prompts
Product Feedback Analyzer
Analyzes customer feedback from reviews, tickets, and surveys to extract sentiment trends, themes, feature requests, pain points, and actionable recommendations.
Churn Prevention Outreach
Generates a multi-channel retention strategy for at-risk customers, including analysis, email sequences, call scripts, and tiered save offers.
Bug Report Response
Generates professional technical support responses to bug reports, with acknowledgment, clarifying questions, timeline expectations, and workarounds based on issue status.
Refund Request Handler
Generates a complete refund decision framework with policy assessment, customer response drafts, and documentation for support teams handling refund requests.
Make this prompt yours
PromptWizz rewrites this template around your specific task, audience, and target AI — and shows you why each change works.
Try the Optimizer Free