Client Health Tracker Alerts
Keep customer success and leadership teams informed of health shifts and account risk.
Monitors a centralized client health tracker and summarizes changes.
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What does it mean for you?
Keeps customer success and leadership teams instantly informed of health shifts and account risk, enabling faster follow-up, clearer prioritization, and proactive account management without digging through spreadsheets or manual reports.
How it works?
Monitors a centralized client health tracker, reviewing key factors like letter-grade health scores, CSAT or NPS, and notes for each account; then automatically summarizes changes in client health—such as shifts in score, new action items, or updated notes—and posts concise updates to designated Slack channels for account teams and executive sponsors.
Overview
Customer Success
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
