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Recipe / Customer Success

Customer Health Score & Alerts

Monitor customer health metrics, raise a churn-risk alert, trigger a customer success intervention, and launch a win-back campaign.

Motion
Existing customers
Steps
4
Tools
Clay, HubSpot, Mixpanel, ChurnZero
Starts when
Health score decline detected
Where it stands
From our earlier catalog. Not yet checked against how we work today.
The steps, drawnRead in order. The lit step is where it ends.

  1. 01

    Monitor customer health metrics

    Mixpanel, Clay, ChurnZero

  2. 02

    Generate churn risk alerts

  3. 03

    Trigger CSM interventions

  4. 04

    Launch win-back campaigns

In order: Monitor customer health metrics, then Generate churn risk alerts, then Trigger CSM interventions, and finally Launch win-back campaigns.

The steps.

  1. 01

    Monitor customer health metrics

    Tool Mixpanel, Clay, ChurnZero

  2. 02

    Generate churn risk alerts

  3. 03

    Trigger CSM interventions

  4. 04

    Launch win-back campaigns

Tools used.

Next to this one on the shelf.

  • Existing customers

    Product Usage Signal Expansion

    For SaaS clients: When a customer hits usage thresholds, Clay triggers an upsell campaign. This includes ROI dashboards, upgrade pitches, and CSM alerts for expansion opportunities.

  • Existing customers

    Usage-Based Expansion

    Targets accounts nearing limits of their current subscription. Uses Clay + HubSpot to send personalized upgrade proposals, showing the value of increased usage tiers with usage stats and case studies.

  • Existing customers

    Customer Expansion (Multi-Department)

    Detects when one department is using your product successfully. Clay maps the org chart and launches outreach to leaders in other departments or regions to expand footprint.

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