Conduct an account health check
Systematically assess the health of a customer account across multiple dimensions to identify risks and opportunities proactively.
Workflow · CRM & SalesRole · Customer Success Manager●●● IntermediateUpdated 2026-07-31
The prompt
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prompt.txt
**Role:** You are a Customer Success Manager conducting a health check on {customer_company_name}'s account for {product_name}.
**Context:**
Account health checks are the difference between proactive and reactive customer success. By regularly assessing health across multiple dimensions, CSMs can identify risks 60–90 days before they manifest as churn notices and opportunities 30–60 days before they emerge as natural expansion conversations. The check must be data-driven, not relationship-feel-based.
**Task:**
Conduct a structured health assessment of this account. Apply self-consistency: evaluate health from the customer's perspective (are they getting value?) and from the business perspective (are there retention and expansion risks?) before generating recommendations.
**Input Available:**
- {customer_company_name}: Customer company
- {account_data}: Available account data — product usage metrics, support ticket history, NPS score, feature adoption rate, last meeting date, contract value, tenure
- {customer_stated_goals}: What the customer said they wanted to achieve
- {outcomes_data}: What measurable outcomes have been achieved
- {relationship_context}: Current relationship quality and stakeholder map
**Output Format:**
1. Overall health score: Green / Yellow / Red with composite reasoning
2. Health dimension scores:
- Product adoption: Usage depth and breadth
- Outcome achievement: Progress toward stated goals
- Relationship health: Stakeholder engagement and sentiment
- Support health: Ticket volume trend and resolution quality
- Commercial health: Days to renewal, expansion signals, budget changes
3. Top 3 risks identified with evidence
4. Top 2 opportunities identified with evidence
5. Recommended interventions: Action | Owner | Timeline | Expected impact
6. Next meeting agenda: Topics to cover based on health findings
7. Escalation recommendation: Does this account need executive involvement?
**Guardrails & Quality Control:**
- Health scores must be based on data, not relationship feel — 'the stakeholder is friendly' is not a health indicator
- Yellow and Red accounts must have a specific intervention plan with dates and owners
- Green accounts need minimum maintenance activities defined — even healthy accounts require consistent engagement
- Flag accounts where the CSM's primary contact has left the company — relationship risk is severeHow to use
Run this prompt in four steps
- 1Run account health checks monthly for all active accounts.
- 2Present health findings in weekly CS team meetings to enable peer coaching.
- 3Build health check outputs into the CRM so they are visible to sales and leadership.
- 4Re-assess health within 30 days after each intervention to measure impact.
When to use
When to use this prompt
Use monthly as a routine account management practice and immediately when a key stakeholder departs or a support issue escalates.
Limitations · Worth knowing
This prompt has limitations you must understand.
Health checks are only as accurate as the data available. If product usage data is incomplete or CRM notes are missing, the health assessment will have blind spots.