How to monitor customer health

Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.

Introduction

Healthy customers renew. At-risk customers go quiet, stop using features, and skip meetings. Customer health monitoring tracks leading indicators login frequency, feature adoption, support tickets, payment issues to spot problems before cancellation notices arrive. A health score combines these signals into a single metric that triggers intervention. Red accounts get executive attention. Yellow accounts get proactive check-ins. Green accounts get expansion offers. This chapter shows you how to define health metrics that matter, build scoring systems that predict churn, and create intervention workflows that save at-risk accounts.

Define health metrics based on usage and engagement

HubSpot

HubSpot

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From

45

per month

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io

Customer.io

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100

per month

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Figma

Figma

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From

15

per month

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Build a scoring system that combines signals predictively

Set up alerts that flag at-risk accounts early

Create intervention workflows tailored to risk levels

Conclusion

Related tools

HubSpot

Rating

Rating

Rating

Rating

Rating

From

45

per month

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Customer.io

Rating

Rating

Rating

Rating

Rating

From

100

per month

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Figma

Rating

Rating

Rating

Rating

Rating

From

15

per month

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Related wiki articles

Health score

Combine usage, engagement, and satisfaction signals into one metric that predicts churn risk so customer success teams prioritise accounts needing intervention.

Usage metrics

Track how customers interact with your product to identify power users, detect at-risk accounts, and guide feature development toward actually valuable capabilities.

Churn rate

Measure the percentage of customers who stop paying to identify retention problems and calculate the true cost of growth in subscription businesses.

Renewal rate

Calculate what percentage of customers renew subscriptions to measure product-market fit and customer success effectiveness at delivering ongoing value.

Customer success

Proactively help customers achieve desired outcomes to drive retention and expansion by ensuring they extract maximum value from your solution.

Further reading

Retention strategy

Retention strategy

Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.