Customer health
Which kind of customer is struggling?
When health is bad across a segment rather than an account, the cause is usually a product or process problem rather than a relationship one.
Grouped by what they have in common
Plan, size, industry, how long they have been a customer, how they were acquired. Patterns show up in groups that individual accounts hide.
New customers are their own story
Health in the first ninety days is mostly about onboarding, and it is the period where intervention is cheapest and most effective.
It connects back to acquisition
Where acquisition data is available, whether some channels produce customers who need far more support. That is a genuinely expensive thing not to know.
Customer health
The rest of this area.
Three explainable states, each with the evidence that produced it.
The three states
Healthy, needs attention, at risk — and nothing in between.
Why this state
The specific reasons, always shown.
The signals
What actually feeds the state, and what deliberately does not.
Renewal risk
Service history set against the renewal date.
Alerts
Being told when a relationship turns, not when a ticket arrives.
Take better care of every customer.
Give your team the context, knowledge and AI they need to resolve problems properly — and know who needs attention before they ask.
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