Health scores
Notice changes in an account, then check what they mean.
A health score is a prompt to look closer. These articles cover what to put into a score, what to do when data is missing or old, and how to record your own judgment.
All articlesAll articles in this area
-
Verify 8 customer health score items in 4 tools
A checklist of 8 health score items to verify in Gainsight, Vitally, Planhat, and HubSpot before launch, from weights to triggers.
· 11 min read -
Health score setup: 8 rules for weights and validity
Check 8 health score rules for weights, validity periods, and automation triggers in Gainsight, HubSpot, Vitally, Planhat, and Custify.
· 12 min read