Customer Health Scoring with Template for Customer Success
Customer Health Scoring with Template for Customer Success, available at Free, has an average rating of 4.2, with 12 lectures, based on 28 reviews, and has 265 subscribers.
You will learn about 1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world. The best practices of customer success and sales 2. Discover four main pillars of Customer Health Score: product usage, support scoring, sentiment, customer advocacy 3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, NPS – Net Promoter Score, activation trigger(s) / TTV…) 4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc. 5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling Take advantage of our ready-made models to capture and make sense of all the details, so you can spend more time growing customers and reducing churn This course is ideal for individuals who are This course is ideal for Head of customer success, Lead of customer success, customer success managers, Head of sales and sales managers, customer service managers, analytics and business owners who want to improve customer engagement and loyalty. or This course is designed to provide a comprehensive understanding of the customer health score and its application in business. The course begins with an introduction to the concept of customer health scoring, its significance, and its impact on customer retention and growth. or The course includes a step-by-step template for calculating and tracking customer health scores, as well as practical examples and case studies to demonstrate how other businesses have successfully implemented this methodology. You will also learn best practices for communicating and utilizing customer health scores within your organization. or By the end of the course, you will have a clear understanding of customer health scores and their role in driving customer retention and growth. You will be equipped with the knowledge and tools necessary to implement a customer health scoring program in your own business. It is particularly useful for This course is ideal for Head of customer success, Lead of customer success, customer success managers, Head of sales and sales managers, customer service managers, analytics and business owners who want to improve customer engagement and loyalty. or This course is designed to provide a comprehensive understanding of the customer health score and its application in business. The course begins with an introduction to the concept of customer health scoring, its significance, and its impact on customer retention and growth. or The course includes a step-by-step template for calculating and tracking customer health scores, as well as practical examples and case studies to demonstrate how other businesses have successfully implemented this methodology. You will also learn best practices for communicating and utilizing customer health scores within your organization. or By the end of the course, you will have a clear understanding of customer health scores and their role in driving customer retention and growth. You will be equipped with the knowledge and tools necessary to implement a customer health scoring program in your own business.
Enroll now: Customer Health Scoring with Template for Customer Success
Summary
Title: Customer Health Scoring with Template for Customer Success
Price: Free
Average Rating: 4.2
Number of Lectures: 12
Number of Published Lectures: 12
Number of Curriculum Items: 12
Number of Published Curriculum Objects: 12
Original Price: Free
Quality Status: approved
Status: Live
What You Will Learn
- 1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world. The best practices of customer success and sales
- 2. Discover four main pillars of Customer Health Score: product usage, support scoring, sentiment, customer advocacy
- 3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, NPS – Net Promoter Score, activation trigger(s) / TTV…)
- 4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc.
- 5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling
- Take advantage of our ready-made models to capture and make sense of all the details, so you can spend more time growing customers and reducing churn
Who Should Attend
- This course is ideal for Head of customer success, Lead of customer success, customer success managers, Head of sales and sales managers, customer service managers, analytics and business owners who want to improve customer engagement and loyalty.
- This course is designed to provide a comprehensive understanding of the customer health score and its application in business. The course begins with an introduction to the concept of customer health scoring, its significance, and its impact on customer retention and growth.
- The course includes a step-by-step template for calculating and tracking customer health scores, as well as practical examples and case studies to demonstrate how other businesses have successfully implemented this methodology. You will also learn best practices for communicating and utilizing customer health scores within your organization.
- By the end of the course, you will have a clear understanding of customer health scores and their role in driving customer retention and growth. You will be equipped with the knowledge and tools necessary to implement a customer health scoring program in your own business.
Target Audiences
- This course is ideal for Head of customer success, Lead of customer success, customer success managers, Head of sales and sales managers, customer service managers, analytics and business owners who want to improve customer engagement and loyalty.
- This course is designed to provide a comprehensive understanding of the customer health score and its application in business. The course begins with an introduction to the concept of customer health scoring, its significance, and its impact on customer retention and growth.
- The course includes a step-by-step template for calculating and tracking customer health scores, as well as practical examples and case studies to demonstrate how other businesses have successfully implemented this methodology. You will also learn best practices for communicating and utilizing customer health scores within your organization.
- By the end of the course, you will have a clear understanding of customer health scores and their role in driving customer retention and growth. You will be equipped with the knowledge and tools necessary to implement a customer health scoring program in your own business.
What you’ll get
– Ready-to-use customer health score template (version 4 with new features) for Google Sheets and Microsoft Excel with customizable formulas
– 3 hours of video content in short blocks explaining various aspects of Customer Health Scoring
– 2 case studies with real-life examples of customer health scores inclusive of actual formulas and thresholds
– Support
The Most Innovative Companies Using Our Customer Health Score Template
Apple, Microsoft, Siemens, Lenovo, Flickr, PWC, VMWARE, Walkme, Sendoso, Pluralsight, Infor, Sage, Beautiful-ai, SAS, Amdocs, Kahoot!
Values of a Customer Health Scoring Course
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Customer Success Managers (CSM) – Customer Success Management:
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Gain a deeper understanding of customer behavior and engagement
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Improve customer retention and reduce churn
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Optimize customer journeys to improve satisfaction and loyalty
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Increase customer lifetime value and customer success
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Impact on the company: improved revenue and customer satisfaction
By improving customer success strategies and positively impacting the company’s bottom line, employees who have taken the course may be more likely to receive promotions, salary increases, and bonuses.
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Sales Managers:
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Learn how to identify and capitalize on upsell and cross-sell opportunities
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Improve communication and relationships with customers
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Better understand customer needs and pain points
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Identify potential risks and proactively address them
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Impact on the company: increased sales and revenue
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Marketing Professionals:
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Develop data-driven marketing strategies based on customer behavior and engagement
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Improve lead generation and customer acquisition
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Enhance customer experience and satisfaction
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Improve brand reputation and loyalty
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Impact on the company: increased marketing ROI and customer engagement
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Data Analysts:
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Gain hands-on experience with customer data analytics and metrics
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Develop skills in predictive modeling and data visualization
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Analyze customer behavior and engagement to identify trends and opportunities
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Inform decision-making for customer success strategies
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Impact on the company: improved data-driven decision-making and customer success
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Business Owners/Entrepreneurs:
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Develop a deeper understanding of customer behavior and engagement
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Optimize customer journeys and improve retention and loyalty
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Identify opportunities for revenue growth and customer acquisition
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Improve brand reputation and customer satisfaction
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Impact on the company: improved revenue, profitability, and customer satisfaction.
What You’ll Learn
1. Fundamental principles of Customer Health Scoring used by the most innovative companies in the world
2. Discover four main pillars of the Customer Health Score: product usage, support scoring, sentiment, customer advocacy
3. Overview of the 30 crucial metrics for customer success for data-driven decisions (MAU, DAU, WAU, Net Promoter Score, activation trigger(s) / TTV, open tickets, SLA violations, time to the first reaction / full resolution, Customer Success Management Sentiment and many other)
4. The primary formulas for customer health scoring include weighted average, point-based sum, downscaling, etc.
5. Practical advice and example setup of objects, fields, and pipeline of your Salesforce or HubSpot CRM system for efficient CSM without additional tooling
About the Tutor
Founder and CEO of RevOS-ai, SaaS company, serial entrepreneur, sales, customer success, and revenue leader
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founded & leader of elastic-io (exited to mVISE AG in 2021)
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Building & leading successful teams (50+ FTEs) in Germany, Europe, and United States
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Complex selling, customer success, and expansion of 7-digit B2B into medium and large companies in DE, EU, and USA
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Strategic product and portfolio management aligned with Go-to-Market strategy
Worked with the world’s best companies like Deutsche Telekom, DHL, AppDirect, Talend, Mambu, mVISE AG. Experienced hacker, product owner, agile evangelist, and speaker at international conferences.
Implement customer health score today and make a data-driven decision for growth.
Buy a whole video course.
Course Curriculum
Chapter 1: Welcome. Short overview
Lecture 1: Introduction
Chapter 2: Customer Health Scoring Template – Setup and Configuration, Entering data
Lecture 1: Intro Customer Health Scoring, Template Setup and Configuration, Entering data
Lecture 2: Overall Health Score
Lecture 3: Template Setup and Configuration
Lecture 4: Product Usage
Lecture 5: Support
Lecture 6: Sentiment and Finance
Lecture 7: Advocacy
Lecture 8: Entering your data and Conclusion
Chapter 3: Top 5 Metrics to Predict Customer Churn. Best Practices
Lecture 1: Top 5 Metrics to Predict Customer Churn. Best Practices
Chapter 4: 7 Sales and Customer Success KPIs for Your 2023 Plan
Lecture 1: 7 Sales and Customer Success KPIs for Your 2023 Plan
Chapter 5: E-book
Lecture 1: How To: Customer Health Score
Instructors
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Renat Zubayrov
Sales, Customer Succes, IT
Rating Distribution
- 1 stars: 1 votes
- 2 stars: 0 votes
- 3 stars: 3 votes
- 4 stars: 12 votes
- 5 stars: 12 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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