However you calculate yours, knowing the action you need to take to ensure your customers are successful is the real value.
Once you have a health score calculated, we can use a workflow to make it easier for our team to visualize who to prioritize AND loop them in when a score changes and they might need to take action.
When re-enrollment is turned on this will trigger anytime the value is updated
Optional: Add additional actions that you want to take when a customer has newly moved into a “Health Score” Category
🌟 Bonus: Add your “Account Health” 🟩 🟨 🟥 to the customer records shown in your HubSpot pipelines and dashboards.
Increasing the quality of the signals your team can use to proactively identify and engage accounts that need attention means they can spend more time in higher leverage ways.
Health scores might not be perfect, but having directional data about the status of an account is a great place to start.
Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.