Client Health

Steps

1. Review each customer's health score and the signals behind it.
2. Spot at-risk accounts before they cancel.
3. Reach out proactively to repair the relationship.
4. Track whether health improves after you intervene.

Tips

• Saving an at-risk customer is almost always cheaper than acquiring a new one; this is where you start.

Related guides

• NPS & Satisfaction Collect customer satisfaction and Net Promoter feedback, route happy customers to public reviews and unhappy ones to a private fix.
• Issues Center A central place to manage operational problems, raised manually or detected automatically from visit data, until they are resolved.
• Message Center Send targeted email and text campaigns with templates, audience segmentation, scheduling, opt-out handling and delivery history.