Customer Health Score Designer

Difficulty: Advanced | Time to implement: 30 min | Saves you: ~2 hrs/week Tools: ChatGPT / Claude

This template designs a customer health score that runs inside the tools you already use — a complete implementation spec for your spreadsheet or CRM: which fields to track, the exact formulas, the thresholds, the conditional-formatting alert rules, and the weekly two-minute review ritual. Once built, scoring happens automatically every time the data updates, with no AI in the loop. It's the sibling of our Customer Health Score Tracker: the Tracker has AI score your customers conversationally each month — paste data, get reports — while the Designer builds the always-on system, so the score is just there, in the tool you already open every day. Many businesses start with the Tracker and graduate to the Designer once they trust the model.