Account Management🎯Service Agentstandard

Health Score Analysis

Perform a comprehensive health score trend analysis for [Account Name] covering the past 6 months.

  • Break down the analysis by key components: product adoption rate, feature usage depth, support ticket volume and resolution time, engagement with educational resources, and executive relationship strength.
  • Identify specific inflection points where metrics changed significantly and correlate these with known events or interactions.
  • Based on this analysis, recommend 3-5 strategic next steps prioritized by potential impact on account retention and growth.
  • Include timeframes for implementation and expected outcomes for each recommendation.