Hubspot Customer Health Snapshot

Daily customer health monitoring for sales and CS teams. Automatically scores your closed-won customers (0-100) based on engagement recency, open support tickets, and deal value. Identifies critical accounts needing immediate attention, at-risk customers to monitor, and healthy accounts. Perfect for Customer Success Managers, Account Executives, and Sales Leaders who want to prevent churn and prioritize outreach. **What it analyzes:** - 📊 Engagement: Days since last contact activity - 🎫 Support: Open ticket count and priority levels - 💰 Value: Deal size and revenue at risk **Output:** Executive dashboard with health scores, prioritized action items, and trend insights.

Manual

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