Health Summary
State the current health rating and why it changed.
4.8
on G2
Free Customer Success Template
Download a free customer health score review template in Word, PDF, or Markdown. Or bring your notes, PDFs, or a recording and let Docsie AI fill in every section for you.
Generated by Docsie AI. See it turn real videos into finished guides →
Use this template to health score analysis for adoption, risk, and account planning.
| Field | Details |
|---|---|
| Category | Customer Success |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
State the current health rating and why it changed.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Break down product usage, support experience, stakeholder engagement, and commercial signals.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Compare the current period to previous periods.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List specific account risks and evidence.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Assign actions to CSM, Support, Product, or Sales.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Capture context that should be reviewed in the next account meeting. Use tables and concise evidence rather than generic account commentary.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Template Structure
Use this customer success template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
State the current health rating and why it changed.
Break down product usage, support experience, stakeholder engagement, and commercial signals.
Compare the current period to previous periods.
List specific account risks and evidence.
Assign actions to CSM, Support, Product, or Sales.
Capture context that should be reviewed in the next account meeting. Use tables and concise evidence rather than generic account commentary.
Write a customer health score review for [account]. Structure with these Markdown sections:
State the current health rating and why it changed.
Break down product usage, support experience, stakeholder engagement, and commercial signals.
Compare the current period to previous periods.
List specific account risks and evidence.
Assign actions to CSM, Support, Product, or Sales.
Capture context that should be reviewed in the next account meeting.
Use tables and concise evidence rather than generic account commentary.
Current health is Red due to declining editor activity, unresolved SSO issues, and no executive sponsor engagement this quarter.
| Input | Score | Evidence |
|---|---|---|
| Product adoption | 42/100 | Active editors down 35% |
| Support experience | 60/100 | 2 open tickets older than 7 days |
| Stakeholder engagement | 30/100 | QBR declined twice |
| Action | Owner | Due |
|---|---|---|
| Resolve SSO ticket | Support Lead | May 10 |
| Identify new champion | CSM | May 15 |
| Schedule recovery call | AE | May 20 |
Bring what you already have: meeting notes, an old PDF, a spreadsheet, a walkthrough recording. Docsie AI drafts every section of this customer health score review template in the structure above, then exports to Word, PDF, or Markdown for review and signoff.
Free to try. The template above was itself generated by Docsie — see it work on real videos at /tutorials/.
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Template FAQ
Common questions about downloading and generating a customer health score review template.
Q: What is a customer health score review template?
A: A customer health score review template is a structured document for health score analysis for adoption, risk, and account planning.
Q: Is the customer health score review template really free?
A: Yes. The customer health score review template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a customer Health Score Review?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete customer Health Score Review using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the customer health score review template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.