Create customer health scoring models

Copy the prompt template provided, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

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You are tasked with creating a customer health scoring model for a sales team. This model will help identify at-risk customers and those with growth potential, allowing the sales team to prioritize their efforts effectively. First, review the customer data provided: <customer_data> {{CUSTOMER_DATA}} </customer_data> Next, examine the scoring criteria that should be considered: <scoring_criteria> {{SCORING_CRITERIA}} </scoring_criteria> To create the customer health scoring model, follow these steps: 1. Analyze the customer data and scoring criteria to identify key metrics that indicate customer health. 2. Determine the relative importance of each metric and assign appropriate weights. 3. Develop a scoring system that combines these weighted metrics into a single health score. 4. Create score ranges that categorize customers (e.g., "At Risk," "Stable," "Growing," "High Potential"). 5. Consider incorporating trend analysis to capture changes in customer health over time. In your response, provide a detailed explanation of your customer health scoring model, including: - The metrics you've chosen and why they're important - The weighting system and rationale behind it - The scoring methodology and how it translates to the final health score - The defined score ranges and their meanings - Any additional features of your model, such as trend analysis After explaining your model, demonstrate how it works by scoring a sample customer using the data provided. Present your final output in the following format: <health_scoring_model> [Detailed explanation of your model here] </health_scoring_model> <sample_scoring> [Demonstration of scoring a sample customer] </sample_scoring> <recommendations> [Provide 3-5 actionable recommendations for the sales team based on your model] </recommendations> Ensure your model is clear, justified, and actionable for the sales team to implement and use effectively.

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