Customer Health Score Assessment

Customer Health Score Assessment — Form Fields

This sales template includes 7 fields. Enable customer success managers to score and document account health across key dimensions. Creates a consistent framework for identifying at-risk and high-potential accounts. Free to customize and use on ZenBuild.

• Account Name (text, required)
• CSM / Account Owner (text, required)
• Product Usage Level (dropdown selection, required) — options: High – Using most features actively, Medium – Using core features, Low – Minimal usage, Unknown / No data
• Relationship Strength with Key Contacts (rating, required)
• Support Ticket Trend (multiple choice, required) — options: Declining – Getting fewer issues, Stable – Consistent volume, Increasing – More issues recently
• Overall Account Health Status (dropdown selection, required) — options: Green – Healthy and growing, Yellow – Some concerns, Red – At risk of churn
• Key Risks or Action Items (long text, optional)