Customer health system

A customer-success operating system for more than 500 enterprise accounts, including predictive health scoring and escalation routines.

system · in use

AVP, Strategy & Business Operations at Hevo Data · Updated Aug 2026

  • Customer success
  • Health scoring
  • Retention
  • Operations

01 · Problem

A newly formed customer-success function needed to manage risk and outcomes consistently across hundreds of enterprise accounts.

02 · System

A health-scoring and escalation model combined customer signals with ownership and operating routines for a team built from zero.

03 · Outcome

The function grew from zero to five people and owned more than 500 enterprise accounts representing roughly $3.5M ARR.

Context

Health scores are useful only when they change behavior. The operating challenge was to connect signals to intervention, ownership and a repeatable customer cadence.

Architecture

  1. 01Customer signal collection
  2. 02Predictive health scoring
  3. 03Risk segmentation and escalation thresholds
  4. 04Named account ownership and review cadence

Decisions & trade-offs

Connect every score to an action

A health category only mattered if it changed the next review, escalation or customer conversation.

Evidence

  • Customer-success organization built from zero to five people
  • More than 500 enterprise accounts under management
  • Approximately $3.5M ARR represented
  • Predictive health scoring used to improve retention and escalation processes

What this taught me

  • A metric without ownership is observation, not operations.

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