Account Health Tracker Template

This is an Account Health Tracker template for small to mid sized B2B SaaS Enterprises. It helps in assigning health scores to each of your account and identifying early red flags (if any) thus enabling you to take timely corrective action.

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.

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Account Health Tracker Template

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Churn aftermath meeting template

Contributed by: Natalie (Tomashov) Andronov

Natalie Andronov is a CS Operations professional with over a decade of experience in Customer Relations, Customer Success, and Operations. With a background as both a CS leader and individual contributor, Natalie is dedicated to building and optimizing processes and implementing data-driven strategies.

Natalie (Tomashov) Andronov
Internal meetings
Cross-teams collaboration between CS & everyone else

Contributed by: Sumitra Narayanan

With 8+ years of experience in Customer Success, Solutions, and Technical Account Management, Sumitra is currently a Customer Success team manager at Braze, the industry-leading customer engagement platform. Prior to this, she built and led a stellar Customer Success Management team at LinearB, helping to propel the company from early-stage to growth-stage startup.

Sumitra Narayanan
Inspirational content