Name: Customer Health Monitor
Rating: 5.00 (1 reviews)
Author: Michael Ewing

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Michael Ewing

 AI-powered health scores for every account in your HubSpot -- lifecycle-agnostic scoring across 4 weighted dimensions with status classification and prioritized actions for your entire book of business.

Customer Health Monitor

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Every open deal across your HubSpot gets a 0-10 health score calculated across 4 weighted dimensions: engagement recency (40%), stakeholder depth (25%), activity momentum (20%), and data completeness (15%). See your entire book at a glance -- total accounts, health distribution, and accounts needing immediate attention.

Portfolio Health Dashboard

Unlike renewal-specific tools, the Customer Health Monitor works for onboarding accounts, stable/adopted accounts, expansion opportunities, and renewals alike. Uses only standard HubSpot properties that every portal has -- no custom properties or dedicated renewal pipeline required. Built for the CSM managing 30-80 accounts across every lifecycle stage.

Lifecycle-Agnostic Scoring

Each deal is classified into one of five statuses -- Thriving (8-10), Stable (6-7.9), Cooling (4-5.9), At Risk (2-3.9), or Dark (0-1.9) -- based on its signal pattern. Statuses give your team a shared language for account health and drive calibrated outreach strategies.

Status Classification

Surfaces accounts with no activity in 14, 30, or 60+ days so nothing falls through the cracks. Combined with deal value, this tells you exactly where silence is costing you money.

Engagement Gap Report

Accounts are ranked by deal value with a specific next step for each one -- not generic advice, but actions referencing real deal data like engagement gaps, missing contacts, and data blind spots. Start at the top and work down.

Prioritized Action List

Screenshots

Customer Health Monitor

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