Why Your Customer Health Score Might Be Lying to You…
In our debut episode, I sit down with the brilliant Sally Stoewe to unpack what it really takes to build a meaningful customer health score. We go beyond the buzzwords and into the real-world lessons—from messy failures to scalable frameworks. Whether you're a one-person CS team or leading a global org, this one’s for you.
Here’s what we cover:
- Why health scoring is critical to moving from reactive to proactive CS
- The four non-negotiables of a solid health score: Product Usage, Relationship, Value Delivered, and Sentiment
- Why overengineering kills momentum (guilty as charged 😅)
- How CS Ops plays a make-or-break role in scaling
- What to do when your “green” customers still churn
- Why data without context is just noise—and how to fix that
What you’ll walk away with:
- A clear playbook for launching or improving your first health score
- A better understanding of how to correlate metrics to actual churn and expansion
- Real tips on building playbooks, automating triggers, and involving your team
- A reality check on data readiness and platform choices
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