Customer Health Score Review Template

Performance review template for evaluating customer health, key signals, risks, action plans, and stakeholder alignment.

Customer Health Score Review

No items.

Goal Progress and Account Outcomes

• Customer Health and Account Goals
  Track the goals tied to customer health, retention, adoption, expansion readiness, and stakeholder engagement.
• Goal Progress Summary
  Summarize what was achieved, what remains open, and the measurable impact on customer health.

Risk Mitigation and Action Plan

• Top Customer Risks
  List the highest-priority risks with evidence, severity, and expected impact.
• Mitigation Actions
  Define the actions, owners, timelines, and success criteria for each mitigation step.

Summary and Next Review

• Overall Assessment
  Provide the overall view of customer health, major risks, and confidence in the next outcome.
• Next Review Date
  Date for the next customer health review.
• Employee Comments
  Optional self-reflection on the review, risks, and next steps.
• Manager Comments
  Manager summary of the review, priorities, and expectations for follow-up.
• Employee Signature
• Manager Signature