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The 5-signal health score for teams without a CSM

A health score doesn't need to be clever to be useful. It needs to be applied to every account, every week. This one uses five signals you can find without a dedicated CS tool.

Score each account 0 to 2 on each signal below (0 = healthy, 2 = at risk), then add them up. The total is out of 10.

  • 0 to 3: healthy. Nothing to do this week.
  • 4 to 6: watch. Look at it again next week and note who owns it.
  • 7 to 10: act this week. Book a real conversation.
Signal0 (healthy)1 (some risk)2 (at risk)
1. Usage vs its own normalSame or upDown 10 to 30%Down 30% or more
2. Champion responsivenessReplies within 2 daysReplies within a weekNo reply in 2+ weeks, or the contact left
3. Renewal proximity90+ days away30 to 90 days, recent conversationUnder 90 days, no recent conversation
4. Support patternNormalA spikeA repeat issue on the same topic, or total silence
5. Exit-shaped questionsNoneA pricing or contract questionA data export or cancellation question

How to use it

  1. List every account in a spreadsheet, one row each, with a column per signal.
  2. Score each signal 0, 1 or 2. Compare usage with that account's own normal, not your average customer.
  3. Add up the total and sort from highest to lowest.
  4. For every account at 7 or above, name one owner and one action for this week.
  5. Repeat weekly. The habit matters more than the precision.

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