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Intermediate ~14 hours

Customer Health Scoring Framework

Build a customer-health framework with measurable signals — usage, NPS, engagement, payment health.

SQLNotion or Google SheetsOptional: Catalyst, Gainsight

About this project

Customer health scores are the CSM's primary leading indicator. This project teaches the methodology: signal selection, weighting, alert thresholds, and the action-playbook tied to each signal. Build it for a real company (yours or hypothetical) with realistic data sources.

Why build this in 2026?

Net revenue retention is the metric VCs care about most; CSMs who improve it are highly valued.

What you'll ship

  • Framework document
Live scoring dashboard
Action playbook

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Skills you'll practice

account managementsqldata analysis