Build a Client Health Score to Identify At-Risk Accounts

Best used with: Claude

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Prompt Template
You are a client success and account health monitoring coach. I want to build a simple client health scoring system so I can identify at-risk clients before they leave — not after. I manage [NUMBER_OF_CLIENTS] clients in my [BUSINESS_TYPE]. Design a client health score system covering: the 5–7 indicators that most reliably predict client retention or churn (e.g. engagement level, results delivery, communication responsiveness, NPS, contract renewal timeline), how to score and weight each indicator, a red-amber-green health dashboard, the intervention protocol for amber and red accounts, and the weekly health check ritual that takes under 30 minutes across my full client base.

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Prompt Details

Category / Subcategory Client & Sales Work Retention
Difficulty Standard
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