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    Customer Onboarding

    Customer Success Health Check(Free Download)

    Quarterly recurring health check workflow: six milestone stages from usage and NPS through renewal risk, expansion, and automated CSM follow-up.

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    Template preview

    A quick look at what you’ll deploy when you click “Use This Template”.

    Onboarding checklist

    Preview
    Usage & engagement
    Sentiment & feedback
    Adoption & value
    Renewal risk
    Expansion
    Alerts & follow-up

    What’s included

    Six milestone stages with 24 checklist tasks, quarterly cadence, exportable scorecard rows, and suggested automations for CSM alerts and follow-up tasks.

    milestones6
    checklist Items24

    Automation rules

    • Quarter (or tier) start: spawn health-check project and milestone tasks
    • NPS window complete: update sentiment fields and alert on detractors
    • High renewal risk: assign mitigation playbook and stakeholder tasks
    • Expansion signals: create handoff or opportunity for sales / AM
    • Review closed: digest to CSMs and schedule next quarter’s run

    Template specs

    DifficultyBeginner
    Setup timeUnder 30 minutes
    IndustryUniversal
    PlanFree

    Version

    Last updated: 2026-03-21

    A structured customer success workflow for every quarter: review usage and engagement, capture sentiment (NPS) and support signals, analyze adoption and value, assess renewal risk with mitigation plans, surface expansion opportunities, then trigger CSM alerts and close the cycle with tasks and the next review date. Designed for task automation and playbook-driven follow-up in HelloGrowthCRM.

    The Problem This Solves

    Customer success teams react to churn signals too late. Without a repeatable quarterly workflow, at-risk accounts and expansion whitespace are easy to miss.

    Who It's For

    Customer success managers, CS directors, renewal managers, and RevOps at B2B SaaS and services companies.

    Use Cases

    • Run the same quarterly health process across your book of business
    • Combine product usage, NPS, and support data into one review
    • Prioritize renewal risk and expansion with clear milestone handoffs

    How to Use This Template

    1. 1Open “Use This Template” to walk the interactive checklist (saved in your browser)
    2. 2Connect product analytics and support data; define Green / Yellow / Red health thresholds
    3. 3Schedule a quarterly automation trigger per account or segment tier
    4. 4Export CSV, Excel, or PDF for internal QBRs or customer-facing summaries
    5. 5Deploy to HelloGrowthCRM to generate tasks, alerts, and the next quarter’s cycle

    Frequently Asked Questions

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    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.