Run quarterly health score reviews

Review account health trends across your portfolio each quarter, adjust scoring weights, and catch at-risk accounts before they churn.

Introduction

Health scores only work if you review them regularly. This chapter sets up a quarterly review cadence where you look at health trends across your customer portfolio. You will learn how to compare health scores to actual churn data, adjust your scoring weights based on what actually predicts cancellation, and catch accounts trending downward while there is still time to intervene.

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Conclusion

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Further reading

Customer retention

Customer retention

Review account health trends across your portfolio each quarter, adjust scoring weights, and catch at-risk accounts before they churn.

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