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Diagrams · Customer Success

Customer Health Score Flowchart

Visualize your health scoring process

CST-D-013v1.0Intermediate · 35 minUpdated 2026-08-06

Overview

This diagram provides a high-level overview of how customer data flows into your health scoring system, how scores are computed, and what actions are triggered at each stage. It clarifies responsibilities and decision points.

Purpose

To provide a clear, easy-to-understand visual representation of the customer health scoring system, aiding communication and implementation.

Why it matters

A visual process map ensures all team members understand the health scoring methodology, promoting consistent application and efficient problem-solving.

Unlock the full playbook

The step-by-step instructions, AI companion prompt, worked example, common mistakes and downloadable files are available to members.

When to use it

When communicating the health scoring process to your team, or during initial system design.

Tags

  • flowchart
  • process-mapping
  • customer-journey
  • visual-aid
  • customer-success-process

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