Customer Health Scoring w. Template | Customer Success&Sales
What you'll learn
- 1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world. The best practices of customer success and sales
- 2. Discover four main pillars of Customer Health Score: product usage, support scoring, sentiment, customer advocacy
- 3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, NPS - Net Promoter Score, activation trigger(s) / TTV...)
- 4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc.
- 5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling
- Take advantage of our ready-made models to capture and make sense of all the details, so you can spend more time growing customers and reducing churn
Requirements
- There are no requirements for this course. All I ask is that you come with an open mind and willing to learn
- Customer Success, Sales, Customer Service, Analytics
Description
What you'll get
- Ready-to-use customer health score template (version 4 with new features) for Google Sheets and Microsoft Excel with customizable formulas
- 3 hours of video content in short blocks explaining various aspects of Customer Health Scoring
- 2 case studies with real-life examples of customer health scores inclusive of actual formulas and thresholds
- Support
The Most Innovative Companies Using Our Customer Health Score Template
Apple, Microsoft, Siemens, Lenovo, Flickr, PWC, VMWARE, Walkme, Sendoso, Pluralsight, Infor, Sage, Beautiful-ai, SAS, Amdocs, Kahoot!
Values of a Customer Health Scoring Course
Customer Success Managers (CSM) - Customer Success Management:
Gain a deeper understanding of customer behavior and engagement
Improve customer retention and reduce churn
Optimize customer journeys to improve satisfaction and loyalty
Increase customer lifetime value and customer success
Impact on the company: improved revenue and customer satisfaction
By improving customer success strategies and positively impacting the company's bottom line, employees who have taken the course may be more likely to receive promotions, salary increases, and bonuses.
Sales Managers:
Learn how to identify and capitalize on upsell and cross-sell opportunities
Improve communication and relationships with customers
Better understand customer needs and pain points
Identify potential risks and proactively address them
Impact on the company: increased sales and revenue
Marketing Professionals:
Develop data-driven marketing strategies based on customer behavior and engagement
Improve lead generation and customer acquisition
Enhance customer experience and satisfaction
Improve brand reputation and loyalty
Impact on the company: increased marketing ROI and customer engagement
Data Analysts:
Gain hands-on experience with customer data analytics and metrics
Develop skills in predictive modeling and data visualization
Analyze customer behavior and engagement to identify trends and opportunities
Inform decision-making for customer success strategies
Impact on the company: improved data-driven decision-making and customer success
Business Owners/Entrepreneurs:
Develop a deeper understanding of customer behavior and engagement
Optimize customer journeys and improve retention and loyalty
Identify opportunities for revenue growth and customer acquisition
Improve brand reputation and customer satisfaction
Impact on the company: improved revenue, profitability, and customer satisfaction.
What You'll Learn
1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world
2. Discover four main pillars of the Customer Health Score: product usage, support scoring, sentiment, customer advocacy
3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, Net Promoter Score, activation trigger(s) / TTV, open tickets, SLA violations, time to the first reaction / full resolution, Customer Success Management Sentiment and many other)
4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc.
5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling
About the Tutor
Founder and CEO of RevOS-ai, SaaS company, serial entrepreneur, sales, customer success, and revenue leader
founded & leader of elastic-io (exited to mVISE AG in 2021)
Building & leading successful teams (50+ FTEs) in Germany, Europe, and United States
Complex selling, customer success, and expansion of 7-digit B2B into medium and large companies in DE, EU, and USA
Strategic product and portfolio management aligned with Go-to-Market strategy
Worked with the world's best companies like Deutsche Telekom, DHL, AppDirect, Talend, Mambu, mVISE AG. Experienced hacker, product owner, agile evangelist, and speaker at international conferences.
Implement customer health score today and make a data-driven decision for growth.
Buy a whole video course.
Who this course is for:
- This course is ideal for Head of customer success, Lead of customer success, customer success managers, Head of sales and sales managers, customer service managers, analytics and business owners who want to improve customer engagement and loyalty.
- This course is designed to provide a comprehensive understanding of the customer health score and its application in business. The course begins with an introduction to the concept of customer health scoring, its significance, and its impact on customer retention and growth.
- The course includes a step-by-step template for calculating and tracking customer health scores, as well as practical examples and case studies to demonstrate how other businesses have successfully implemented this methodology. You will also learn best practices for communicating and utilizing customer health scores within your organization.
- By the end of the course, you will have a clear understanding of customer health scores and their role in driving customer retention and growth. You will be equipped with the knowledge and tools necessary to implement a customer health scoring program in your own business.
Instructor
![Renat Zubayrov](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.6 Instructor Rating
- 4 Reviews
- 12 Students
- 1 Course
Founder and CEO of RevOS-ai, serial entrepreneur, sales, customer success, and revenue leader founded & leader of elastic-io (exited to mVISE AG in 2021)
Building & leading successful teams (50+ FTEs) in Germany, Europe, and United States
Complex selling, customer success, and expansion of 7-digit B2B into medium and large companies in DE, EU, and USA
Strategic product and portfolio management aligned with Go-to-Market strategy
Worked with the world's best companies like Deutsche Telekom, DHL, AppDirect, Talend, Mambu, mVISE AG. Experienced hacker, product owner, agile evangelist, and speaker at international conferences.