manual-health-assessment

You can assess account health by running a structured diagnostic that uses your existing knowledge of the account as input. The manual health assessment scores usage, engagement, support, sentiment, and commercial dimensions without requiring any CRM data or automated product analytics.

A structured diagnostic for account health is a 12-question framework that evaluates an account across usage, engagement, support, sentiment, and commercial dimensions. It generates component scores and a composite score to surface actionable risks and growth opportunities for renewals.

To score account health for renewal planning, answer the 12 diagnostic questions to generate a composite score and component scores. This structured analysis outputs prioritization cues and recommended actions to identify where to intervene during quarterly business reviews.

Yes, you can apply this manual health assessment to portfolio health reviews across multiple accounts. By scoring each account individually using the diagnostic, you can surface actionable risks and growth opportunities across your entire customer success portfolio.

No specific tools or dependencies are required to perform this structured account health analysis. The diagnostic relies entirely on the customer success manager's knowledge as input, requiring no CRM integration, product analytics, or external components to generate scores.

The account health scoring framework evaluates five dimensions: usage, engagement, support, sentiment, and commercial health. These component scores combine into a composite health score that guides prioritization for renewals, expansions, and risk mitigation.