IDENTIFYING AT-RISK CLIENTS BEFORE THEY LEAVE
Not all clients are equally happy – or equally at risk.
A simple health score helps you prioritize: who needs a check-in, who’s primed for expansion, and who might be quietly shopping around. Better to know now than at renewal time.
The scenario:
You want to assess client health across your book of business before year-end.
The prompt:
You’re scoring client health.
Here’s client data: [paste CSAT, ticket trends, engagement, contract dates]
Create a health scoring model that considers:
– CSAT and NPS trends
– Ticket volume and escalation frequency
– Responsiveness to QBRs and recommendations
– Contract renewal date proximity
– Revenue and growth trajectory
Score each client (green/yellow/red) with a one-line rationale.
Include a prioritized outreach list for the next 30 days.