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Customer Health Scoring with Template for Customer Success

Level Up Your Skills in Reducing Customer Churn and Increasing LTV and Revenue. Start Your Mastery Now with Ready Model
Free tutorial
Rating: 4.2 out of 5 (23 ratings)
203 students
1hr 27min of on-demand video
English
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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

  1. 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.

  1. 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

  1. 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

  1. 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

  1. 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

Sales, Customer Succes, IT
Renat Zubayrov
  • 4.2 Instructor Rating
  • 23 Reviews
  • 203 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.

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