Tag
#account-health
6 workflows tagged #account-health.
- ops 10 minutes · advanced
Review account-health evidence before outreach
Combine verified account usage, revenue context, and support-friction signals into a review queue without pretending a universal score proves churn or intent.
#analytics#customer-success#b2b#revenue - ops 10 minutes · advanced
Generate a renewal-risk brief for each account
Combine usage decline, errors, seat utilization, and support friction into a renewal-risk brief CS can act on before the renewal date.
#analytics#revenue#customer-success#renewals - ops 5 minutes · intermediate
Rank support load by account
Combine errors, complaints, affected users, and plan data to show which accounts are consuming the most support attention.
#analytics#errors#customer-support#b2b - growth 5 minutes · intermediate
Track engagement during enterprise POCs
Daily engagement per account for active POCs. Flag any account that has gone quiet for 3+ days so AEs can act.
#analytics#sales#enterprise#b2b - debugging 2 minutes · intermediate
Rank errors by revenue impact, not raw count
Multiply users-affected by their plan ARR to surface the bugs costing real money. Stop triaging by event volume.
#errors#revenue#triage#b2b - growth 3 minutes · intermediate
Find accounts paying for 10 seats but using 3
Compute seat utilization per B2B account and flag low-use payers. Catch downgrade risk and surface expansion-conversation accounts.
#analytics#expansion#seat-utilization#b2b