Low Account Health

Table of contents

applicable Roles

CXOps
VP of CS
Director of CS
Customer Success Manager
Account Manager
CS Analyst

Prompt

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Petavue, please review all accounts with a Health Score under 50 and provide:

Score Trends: Six-month trajectory of each account’s Health Score, broken out by segment.
Driver Correlations: How changes in Health Score align with product usage, support case volume, and executive touchpoints.
Root-Cause Categories: Group accounts into “Product Adoption Issues,” “Support Friction,” or “Executive Sponsor Churn.”
Renewal Risk Ranking: Prioritize accounts by (ARR at risk × days until renewal).
Early-Warning Flags: Highlight accounts where the Health Score decline started more than 120 days before renewal.

Follow-up Prompts

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Which accounts are at risk but have had no CSM touchpoints or activity in the past 30 days?
How does lack of recent engagement correlate with account health trends?

Action Prompt

What This Prompt Does

This prompt identifies accounts with low health scores and analyzes how their condition has changed over time. It uncovers root causes behind declining health by evaluating signals like product usage, support cases, and executive engagement. It segments accounts by issue type, calculates ARR exposure by renewal timing, and flags those in early decline. The goal is to help teams understand which accounts are deteriorating, why it’s happening, and how much revenue is at stake.

Strategic Impact

Health scores become actionable when they drive targeted retention plays. This prompt helps CS teams detect trouble early, align around causes, and intervene with precision.

Business outcomes:

→ Flags revenue at risk with clear financial impact by account and segment

→ Enables tailored retention actions using root-cause clusters

→ Improves coordination across CS, Product, and Support based on shared risk drivers

→ Supports proactive engagement well before renewal deadlines