RevOS Customer Health Score Template

Calculate customer health score and predict churn. Easy&Free

69 followers

Calculate customer health score and predict churn. Easy&Free

69 followers

An easy-to-use template for Google Spreadsheets to calculate customer health scores and predict churn. Experiment with different formulas and rules, iterate quickly and risk-free with this free template. It built from interviews with over 200 CS professionals

RevOS Customer Health Score Template gallery image

Free

Launch tags:Productivity•Customer Success•Sales

Launch Team

Tines The single, secure environment for agents, apps, and automations.

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Maker

Hey hunters! 👋 I’m Renat from RevOS.ai and today we’re really thrilled to launch a useful & simple Customer Health Score Template on Product Hunt (https://revos.ai/customer-health...) When building my previous SaaS product, we realised how important customer churn is. It doesn’t matter how well you can acquire new customers - when churn is high your growth will stale and your margins will be low. And the worst part of it - you’ll know about it when it’s too late. We all know when customer quits, most of the times it’s already too late to fix things 🤷‍♂️. This template will help you with predicting customer churn by mapping the individual account health to the rules and formulas so you’ll immediately see what you need to do _before_ customer quit. For the 1st version we’ve interviewed over 80 customer success professionals from companies like Google, Amazon, Mambu, Dynamic Yield, and many others. Then we did a small number of reviews so version 2.0 was born. After that we asked for another round of reviews and after 500 downloads and over 200 suggestions and improvements we are happy to release Version 3.0 on Product Hunt today! Customer Health Score is an important concept that should help customer success and account management to prioritize customer outreach and communication. It’s simple to grasp but complex to calculate. The good customer health score is calculated on top of the different metrics that could be divided into the following main categories: • Product / Service usage and adoption • Perceived business value • Customer Engagement • Customer Advocacy And you can experiment with these metrics in our spreadsheet and prevent churn with proactive actions. Why you need to try Health Score Template: ✅ It is easy to fill Just export data from your CRM/Support/Engagement systems and import it into the spreadsheet. Build-in formulas and guidance will help you with data formatting and validation. ✅ Easy to customize Built with the best practices of 80+ innovative companies our template will deliver first results immediately. With additional customizations on formulas and weights, you will be able to fine-tune the scoring model and adapt it to your business. ✅ GDPR Compliant No need to spend time on updating DPAs or security reviews - just download the template, and fill it with data. With your Google Spreadsheet or Excel, you have everything in place that you need to get started today! P.S. Coming up next: ✨ Launch RevOS Platform - Integrated revenue data automation brings the sales, marketing, and success teams together to hit their goals for faster growth. Never deal with CSV again. Are you ready to optimize your revenue operations? Unlock the secrets to unleash your customer-facing team’s superpowers ;) We are also here to help you improve your RevOps processes, open to any feature request or feedback. Best Regards

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4yr ago

RevOS Customer Health Score Template

Maker

Today we are super excited to announce, that we launched a new v.3 Customer Health Score template on Product Hunt, the largest Tech Community platform. Please support us today! And perhaps you will find the best solution for you forever.

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4yr ago

Nice! Applies to apps also?

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4yr ago

Maker

Hi @ankit_sparks, thank you for the question, you can use our template for the apps also, for any type of company and segment.

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4yr ago

Purrfect UTM Builder by Stack Moxie

SOOOO Critical to understand your customer health!~

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4yr ago

Maker

Hi @m_h_lines, thank you for your feedback! It's a foundation for a long-awaited transparency in who is doing what consistent approach in prioritizing our CSM efforts.

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4yr ago