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Client Health Scoring

Calculate composite health scores for CRM clients from weighted metrics.

18|7|Updated Mar 11, 2026
Search Tags:#crm#risk management#sentiment analysis#customer success#client health#relationship scoring
One-click install
npx skills add https://github.com/thecloudtips/founder-os --skill client-health-scoring
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Health Scoring
Source: https://github.com/thecloudtips/founder-os/tree/main/plugin/skills/health/client-health-scoring
Command: npx skills add https://github.com/thecloudtips/founder-os --skill client-health-scoring

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps you identify and address potential client relationship issues before they escalate, preventing churn and improving client satisfaction.

Core Features & Use Cases

  • Automated Health Scoring: Computes a composite health score (0-100) for each client based on weighted metrics like last contact, response time, open tasks, payment status, and sentiment.
  • Risk Flagging: Identifies specific risk factors such as no recent contact, slow responses, overdue tasks, or negative sentiment.
  • Prioritized Dashboard: Presents a ranked list of clients, ordered by health score (worst-first), enabling focused attention on at-risk relationships.
  • Use Case: A sales manager can run this Skill at the start of the week to get a clear overview of which clients require immediate follow-up, ensuring no critical relationships are neglected.

Quick Start

Run the client health scoring skill to analyze all active clients and identify those needing immediate attention.

Frequently Asked Questions about Client Health Scoring

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate client health scores from CRM data to prevent churn?▼

Client health scoring calculates composite scores (0-100) by aggregating weighted metrics from Notion, Gmail, and financial databases, identifying at-risk clients through sentiment analysis and risk flagging to prevent churn.

How does client relationship scoring identify at-risk customers?▼

Client relationship scoring identifies at-risk customers by flagging specific risk factors such as no recent contact, slow response times, overdue tasks, and negative sentiment gathered from your integrated data sources.

What metrics are used for CRM customer success health scoring?▼

CRM customer success health scoring uses weighted metrics including last contact date, response time, open tasks, payment status, and sentiment analysis to compute a comprehensive 0-100 health score per client.

Can I use Notion and Gmail data for automated client risk management?▼

Yes, automated client risk management relies on dynamic database discovery to aggregate data from Notion CRM and Gmail, combining it with financial database records to evaluate relationship health.

What is the best way to prioritize client follow-ups for customer success?▼

The best way to prioritize client follow-ups is using a prioritized dashboard that ranks clients by health score worst-first, enabling sales managers to focus immediate attention on neglected relationships.

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