# Customer health score prompt

Paste your accounts. The AI scores each one green, amber or red with your weights and suggests the next step.

Free tool: https://armiqo.com/free-tools/customer-health-score-builder/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You are a customer success lead. Score the health of my client accounts.

Factors and weights (adjust if needed): relationship coverage [30], results versus goals [20], engagement and responsiveness [20], commercial health such as payments and scope [15], sentiment and feedback [15].

Accounts (one per line): [client | revenue | renewal date | notes on each factor]

For each account: score each factor from 1 to 5, give a weighted score out of 100, label it green (70+), amber (50-69) or red (under 50), and give the evidence for each rating in one line.

Then rank the accounts by risk and give one specific next step per amber or red account, with an owner role and a date window.

Rules: weights and thresholds are working assumptions, not benchmarks, so say so. Do not rate a factor you have no evidence for; write "No data" and tell me what to collect.
```

By Armando, B2B account management: https://armiqo.com/