Customer Health Scoring
Automatically identify at-risk customers before they churn
The problem
Customer health signals go unnoticed because monitoring depends on manual review. By the time someone spots a problem, the customer is already halfway out the door. For businesses dealing with email overload, this pain is especially acute.
At-risk customers are only identified after they've already decided to leave
Automated health scoring triggers proactive intervention before churn happens
The solution
We build a custom customer health scoring system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your customer journey from onboarding through renewal
- Design health scoring, monitoring, and intervention triggers
- Build automated touchpoints and escalation workflows
- Deploy with dashboards and team training on the new system
Expected results
Team productivity increase measurable within first month
Single source of truth replacing scattered spreadsheets
Mobile-friendly access for teams in the field
Industries that benefit
How we'd approach this
This is typically a Build a Custom Tool engagement (4-12 weeks).
Purpose-built tools with user interfaces designed for your specific needs. When off-the-shelf software doesn't fit, we build what does.
Best for: Teams who need something that doesn't exist off-the-shelf, or need to connect multiple systems into one unified tool.
What's included
- Custom application deployed and hosted
- User interface tailored to your workflows
- Database and backend infrastructure
- Admin controls and user management
- Full documentation
- Team training
- 90 days of support
FAQ
4-12 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
90 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
You might also need
Customer Onboarding Automation
Guide new customers through setup with automated sequences
Learn more →Churn Prevention Workflows
Triggered interventions when customer behavior signals risk
Learn more →Renewal Reminder Automation
Never miss a renewal with automated outreach sequences
Learn more →Related solutions
See how Custom Apps works for specific industries.