Account Health Tracker Template

The Account Health Tracker is an essential tool for Customer Success Managers in small to mid-sized B2B SaaS enterprises. By utilizing this tracker, you can assign health scores and closely monitor the well-being of each account, enabling proactive issue resolution and ensuring customer satisfaction. The account health tracker empowers you to identify potential risks early on, optimize customer engagement strategies, and maintain long-term relationships with your clients. By leveraging the account health score provided by this tool, you can gauge the overall health of each account and prioritize your efforts accordingly. This comprehensive approach to customer success enables you to confidently drive customer satisfaction, maximize the value delivered to your customers, and foster long-term loyalty. Implement the Account Health Tracker as a critical component of your customer success strategy and enhance the success of your B2B SaaS enterprise.

Contributed by:
Anupriya Khemka

Processes & programs

Anupriya is an experienced Customer Success Manager at Jio Haptik with over 7 years of experience in various industries, including ed-tech and policy impact evaluation. She is passionate about building data-driven customer success teams and cultivating strong client relationships.

Get the Template

By submitting your information to our website you agree to the terms outlined in our privacy notice.

Account Health Tracker Template

Thank you!

download nowI’m ready
Oops! Something went wrong while submitting the form.


Contributed by: Marcus Euzebio

With over 15 years of experience in the technology sector, Marcus Euzebio has cultivated extensive expertise while working with both national and multinational companies. His proven skills in strategic roles, with a focus on client relationships, project management, pre-sales and post-sales support, business development, and technology adoption strategies, highlight his dedication to ensuring client success. For the past five years, Marcus has been leading a Customer Success team at Logicalis, delivering outstanding results. He is widely recognized for his innovative thinking and problem-solving abilities, especially in challenging environments.

Marcus Euzebio Get template
Processes & programs

Contributed by: Christina Garnett

Christina Garnett is a fractional CCO and advisor dedicated to enhancing customer relations for agencies and startups. With a background at HubSpot and ICUC, she has extensive experience in fostering brand affinity through community and social media engagement with global customers.

Christina Garnett Get template
Processes & programs