Health Summary
State the current health rating and why it changed.
4.8
on G2
Free Customer Success Template
Health score analysis for adoption, risk, and account planning
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 |
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
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Template FAQ
Common questions about using and generating a customer Health Score Review.
Q: What is a customer Health Score Review?
A: A customer Health Score Review is a structured document for health score analysis for adoption, risk, and account planning.
Q: Can I download this customer Health Score Review as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.