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Run: Customer Health Score Review Template

A customer health score review template for evaluating account goals, risk signals, mitigation actions, and stakeholder alignment. Use it to document what ch...

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Customer Health Score Review

Goal Progress and Account Outcomes

Customer Health and Account Goals (required)

Track the goals tied to customer health, retention, adoption, expansion readiness, and stakeholder engagement.

Goal Progress Summary (required)

Summarize what was achieved, what remains open, and the measurable impact on customer health.

Risk Mitigation and Action Plan

Top Customer Risks (required)

List the highest-priority risks with evidence, severity, and expected impact.

Mitigation Actions (required)

Define the actions, owners, timelines, and success criteria for each mitigation step.

Summary and Next Review

Overall Assessment (required)

Provide the overall view of customer health, major risks, and confidence in the next outcome.

Next Review Date (required)

Date for the next customer health review.

Employee Comments

Optional self-reflection on the review, risks, and next steps.

Manager Comments (required)

Manager summary of the review, priorities, and expectations for follow-up.

Employee Signature (required)

Manager Signature (required)

Get your results

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Email (required)

Your name (optional)

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