The churn signal is in your PSA. Nobody’s looking.
You lost a client last quarter. You didn’t see it coming.
But the signals were there. Declining ticket volume (they stopped calling). Missed QBRs. Fewer contacts responding to emails. The data was sitting in your PSA. Nobody built a dashboard to surface it.
The scenario:
You want to build a client health scoring model that identifies at-risk accounts before they give notice.
The prompt:
You’re building a client health scoring dashboard.
Data sources: [paste your PSA metrics, email engagement data, and billing history]
Score each client on:
Ticket engagement trend (increasing = good, declining = warning)
QBR attendance and action item completion
Contact responsiveness (are they replying to emails?)
Payment timeliness
NPS or satisfaction survey data (if available)
Ratio of proactive vs. reactive tickets
Weight each factor. Flag accounts below threshold as at-risk.
Include an intervention playbook for each risk level.