Health scores that explain themselves

The usual causes are the same everywhere: scores that live in a spreadsheet someone has to update, or scores from a tool that can't say why an account just turned red. A score you can't explain is a score your team won't act on — and your renewals conversation can't cite.

• Onboarding completion — is the account through its Flight Plan?
• CS activity — recency and depth of touchpoints
• QBR recency — when the account last had a real review
• NPS — the customer’s own signal, captured in-portal or by email
• Support — ticket volume and trend from the Service Desk
• Payment — billing status feeding straight into health
• Renewal proximity — risk weighting rises as the date approaches
• Customer goals — progress against the success plan you agreed

Scores update from live platform activity and are snapshotted monthly for trend history. Health scores are an internal instrument for your team — they are never shown to your clients in the portal.

Every score comes with the AI health and risk narrative in plain English: which signals moved, what changed, and what to do about it. RAG thresholds are consistent across the portfolio, so amber means the same thing on every account — and the same signals drive playbook triggers and QBR narratives, so what your team sees, what fires automatically, and what your client hears all come from one model.

Health scoring and the AI narratives are included on every tier, from £149/month.