Health Score

Customer health scoring is the process of evaluating a customer’s overall engagement and satisfaction with your company in a simple score. It is used to gauge renewal likelihood. Companies score in many way, including assigning points, implementing rankings (A, B, C, D), or using a color-coding system (green, yellow, or red) to indicate good, average, or poor health. Health scoring methodologies need a combination of several data types and sources to be an effective key performance indicator (KPI). Potential data sources include marketing automation platforms, customer relationship management (CRM) software, customer service platforms, ticketing systems, customer messaging platforms, and your own product.

To find out the top factors that comprise a strong health score, check out our Health Scoring Cheat Sheet.