Customer Health Score Tracker - AiPro Institute\u2122<\/title>\n <style>\n * {\n margin: 0;\n padding: 0;\n box-sizing: border-box;\n }\n \n body {\n font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, sans-serif;\n line-height: 1.6;\n color: #1e293b;\n background: linear-gradient(135deg, #f5f3ff 0%, #e0f2fe 100%);\n padding: 2rem;\n min-height: 100vh;\n }\n \n .container {\n max-width: 1200px;\n margin: 0 auto;\n background: white;\n padding: 3rem;\n border-radius: 16px;\n box-shadow: 0 8px 32px rgba(0,0,0,0.08);\n position: relative;\n overflow: hidden;\n }\n \n .watermark {\n position: fixed;\n top: 50%;\n left: 50%;\n transform: translate(-50%, -50%) rotate(-45deg);\n font-size: 8rem;\n font-weight: 900;\n color: rgba(139, 92, 246, 0.03);\n white-space: nowrap;\n pointer-events: none;\n z-index: 0;\n user-select: none;\n }\n \n .content {\n position: relative;\n z-index: 1;\n }\n \n .header {\n text-align: center;\n margin-bottom: 3rem;\n padding-bottom: 2rem;\n border-bottom: 3px solid transparent;\n border-image: linear-gradient(90deg, #8B5CF6, #3B82F6);\n border-image-slice: 1;\n }\n \n .logo {\n font-size: 2.5rem;\n font-weight: 900;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n -webkit-background-clip: text;\n -webkit-text-fill-color: transparent;\n background-clip: text;\n margin-bottom: 0.5rem;\n letter-spacing: -1px;\n }\n \n .document-title {\n font-size: 2rem;\n color: #1e293b;\n font-weight: 700;\n margin: 1rem 0;\n }\n \n .subtitle {\n color: #64748b;\n font-size: 1.1rem;\n }\n \n .section {\n margin: 2.5rem 0;\n }\n \n .section-title {\n font-size: 1.5rem;\n font-weight: 700;\n color: #1e293b;\n margin-bottom: 1.5rem;\n padding-bottom: 0.5rem;\n border-bottom: 2px solid #e2e8f0;\n display: flex;\n align-items: center;\n gap: 0.5rem;\n }\n \n .section-icon {\n width: 32px;\n height: 32px;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n border-radius: 8px;\n display: flex;\n align-items: center;\n justify-content: center;\n color: white;\n font-weight: bold;\n }\n \n .info-grid {\n display: grid;\n grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));\n gap: 1.5rem;\n margin-bottom: 2rem;\n }\n \n .info-card {\n background: linear-gradient(135deg, #f8fafc 0%, #f1f5f9 100%);\n padding: 1.25rem;\n border-radius: 12px;\n border-left: 4px solid #8B5CF6;\n }\n \n .info-label {\n font-size: 0.875rem;\n color: #64748b;\n font-weight: 600;\n text-transform: uppercase;\n letter-spacing: 0.5px;\n margin-bottom: 0.5rem;\n }\n \n .info-value {\n font-size: 1.125rem;\n color: #1e293b;\n font-weight: 600;\n min-height: 1.5rem;\n padding: 0.25rem;\n background: white;\n border-radius: 4px;\n }\n \n .kpi-dashboard {\n display: grid;\n grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));\n gap: 1rem;\n margin: 2rem 0;\n padding: 1.5rem;\n background: linear-gradient(135deg, #faf5ff 0%, #eff6ff 100%);\n border-radius: 12px;\n }\n \n .kpi-card {\n background: white;\n padding: 1.25rem;\n border-radius: 10px;\n text-align: center;\n box-shadow: 0 2px 8px rgba(0,0,0,0.05);\n }\n \n .kpi-value {\n font-size: 2rem;\n font-weight: 800;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n -webkit-background-clip: text;\n -webkit-text-fill-color: transparent;\n background-clip: text;\n }\n \n .kpi-label {\n font-size: 0.875rem;\n color: #64748b;\n margin-top: 0.5rem;\n font-weight: 600;\n }\n \n .health-score-display {\n display: flex;\n align-items: center;\n justify-content: center;\n gap: 3rem;\n padding: 2rem;\n background: linear-gradient(135deg, #faf5ff 0%, #eff6ff 100%);\n border-radius: 12px;\n margin: 2rem 0;\n }\n \n .health-score-circle {\n width: 200px;\n height: 200px;\n border-radius: 50%;\n display: flex;\n flex-direction: column;\n align-items: center;\n justify-content: center;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n color: white;\n box-shadow: 0 8px 24px rgba(139, 92, 246, 0.3);\n }\n \n .health-score-value {\n font-size: 4rem;\n font-weight: 900;\n line-height: 1;\n }\n \n .health-score-label {\n font-size: 1rem;\n font-weight: 600;\n margin-top: 0.5rem;\n opacity: 0.9;\n }\n \n .health-score-breakdown {\n flex: 1;\n }\n \n .score-bar {\n margin: 1rem 0;\n }\n \n .score-bar-header {\n display: flex;\n justify-content: space-between;\n margin-bottom: 0.5rem;\n font-size: 0.95rem;\n }\n \n .score-bar-label {\n font-weight: 600;\n color: #1e293b;\n }\n \n .score-bar-value {\n font-weight: 700;\n color: #8B5CF6;\n }\n \n .score-bar-track {\n height: 12px;\n background: #e2e8f0;\n border-radius: 6px;\n overflow: hidden;\n }\n \n .score-bar-fill {\n height: 100%;\n background: linear-gradient(90deg, #8B5CF6 0%, #3B82F6 100%);\n border-radius: 6px;\n transition: width 0.3s;\n }\n \n table {\n width: 100%;\n border-collapse: collapse;\n margin: 1.5rem 0;\n background: white;\n box-shadow: 0 2px 8px rgba(0,0,0,0.05);\n border-radius: 8px;\n overflow: hidden;\n }\n \n thead {\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n color: white;\n }\n \n th {\n padding: 1rem;\n text-align: left;\n font-weight: 600;\n font-size: 0.875rem;\n text-transform: uppercase;\n letter-spacing: 0.5px;\n }\n \n td {\n padding: 1rem;\n border-bottom: 1px solid #e2e8f0;\n }\n \n tbody tr:hover {\n background-color: #f8fafc;\n }\n \n tbody tr:last-child td {\n border-bottom: none;\n }\n \n input[type=\"text\"],\n input[type=\"number\"],\n input[type=\"date\"],\n textarea,\n select {\n width: 100%;\n padding: 0.5rem;\n border: 2px solid #e2e8f0;\n border-radius: 6px;\n font-size: 0.95rem;\n transition: all 0.3s;\n font-family: inherit;\n }\n \n input:focus,\n textarea:focus,\n select:focus {\n outline: none;\n border-color: #8B5CF6;\n box-shadow: 0 0 0 3px rgba(139, 92, 246, 0.1);\n }\n \n textarea {\n min-height: 100px;\n resize: vertical;\n }\n \n .status-badge {\n display: inline-block;\n padding: 0.5rem 1rem;\n border-radius: 20px;\n font-size: 0.875rem;\n font-weight: 600;\n }\n \n .status-healthy {\n background: #d1fae5;\n color: #065f46;\n }\n \n .status-good {\n background: #dbeafe;\n color: #1e40af;\n }\n \n .status-at-risk {\n background: #fed7aa;\n color: #9a3412;\n }\n \n .status-critical {\n background: #fee2e2;\n color: #991b1b;\n }\n \n .signature-section {\n display: grid;\n grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));\n gap: 2rem;\n margin-top: 3rem;\n padding-top: 2rem;\n border-top: 2px solid #e2e8f0;\n }\n \n .signature-block {\n text-align: center;\n }\n \n .signature-line {\n border-bottom: 2px solid #1e293b;\n margin: 2rem 0 0.5rem 0;\n min-height: 60px;\n }\n \n .signature-label {\n font-weight: 600;\n color: #1e293b;\n margin-bottom: 0.25rem;\n }\n \n .signature-date {\n font-size: 0.875rem;\n color: #64748b;\n }\n \n @media print {\n body {\n background: white;\n padding: 0;\n }\n \n .container {\n box-shadow: none;\n padding: 1.5rem;\n }\n \n .watermark {\n font-size: 6rem;\n }\n }\n \n @media (max-width: 768px) {\n body {\n padding: 1rem;\n }\n \n .container {\n padding: 1.5rem;\n }\n \n .logo {\n font-size: 1.8rem;\n }\n \n .document-title {\n font-size: 1.5rem;\n }\n \n .watermark {\n font-size: 4rem;\n }\n \n .health-score-display {\n flex-direction: column;\n gap: 2rem;\n }\n \n table {\n font-size: 0.875rem;\n }\n \n th, td {\n padding: 0.75rem 0.5rem;\n }\n }\n <\/style>\n<\/head>\n<body>\n <div class=\"watermark\">AiPro Institute<\/div>\n \n <div class=\"container\">\n <div class=\"content\">\n \n <div class=\"header\">\n <div class=\"logo\">AiPro Institute\u2122<\/div>\n <h1 class=\"document-title\">Customer Health Score Tracker<\/h1>\n <p class=\"subtitle\">Comprehensive Account Health Monitoring System<\/p>\n <\/div>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udccb<\/span>\n Account Information\n <\/h2>\n <div class=\"info-grid\">\n <div class=\"info-card\">\n <div class=\"info-label\">Customer Name<\/div>\n <input type=\"text\" class=\"info-value\" placeholder=\"Enter customer name\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Account ID<\/div>\n <input type=\"text\" class=\"info-value\" placeholder=\"Enter account ID\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Assessment Date<\/div>\n <input type=\"date\" class=\"info-value\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Customer Success Manager<\/div>\n <input type=\"text\" class=\"info-value\" placeholder=\"Enter CSM name\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Contract Start Date<\/div>\n <input type=\"date\" class=\"info-value\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Renewal Date<\/div>\n <input type=\"date\" class=\"info-value\">\n <\/div>\n <\/div>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\u2764\ufe0f<\/span>\n Overall Health Score\n <\/h2>\n <div class=\"health-score-display\">\n <div class=\"health-score-circle\">\n <div class=\"health-score-value\">85<\/div>\n <div class=\"health-score-label\">HEALTH SCORE<\/div>\n <\/div>\n <div class=\"health-score-breakdown\">\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Product Usage (30%)<\/span>\n <span class=\"score-bar-value\">27\/30<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 90%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Engagement (25%)<\/span>\n <span class=\"score-bar-value\">20\/25<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 80%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Support Health (20%)<\/span>\n <span class=\"score-bar-value\">18\/20<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 90%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Customer Sentiment (15%)<\/span>\n <span class=\"score-bar-value\">12\/15<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 80%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Financial Health (10%)<\/span>\n <span class=\"score-bar-value\">8\/10<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 80%;\"><\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <div style=\"text-align: center; margin-top: 1.5rem;\">\n <p style=\"font-size: 1.125rem; color: #64748b;\">\n <strong>Status: <\/strong>\n <span class=\"status-badge status-healthy\">Healthy<\/span>\n <\/p>\n <p style=\"margin-top: 0.5rem; color: #64748b; font-size: 0.95rem;\">\n Health Score Ranges: 90-100 (Excellent) | 75-89 (Healthy) | 60-74 (At Risk) | Below 60 (Critical)\n <\/p>\n <\/div>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcca<\/span>\n Key Health Indicators\n <\/h2>\n <div class=\"kpi-dashboard\">\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0%<\/div>\n <div class=\"kpi-label\">Product Adoption<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Active Users<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Login Frequency<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Support Tickets<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">N\/A<\/div>\n <div class=\"kpi-label\">NPS Score<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Days to Renewal<\/div>\n <\/div>\n <\/div>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcf1<\/span>\n 1. Product Usage Metrics (30 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Active Users \/ Total Licenses<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 80 \/ 100\"><\/td>\n <td style=\"text-align: center;\">10 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-10\" min=\"0\" max=\"10\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Daily Active Users (DAU)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 45 users\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Feature Adoption Rate<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 75%\"><\/td>\n <td style=\"text-align: center;\">8 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-8\" min=\"0\" max=\"8\"><\/td>\n <\/tr>\n <tr>\n <td><strong>API\/Integration Usage<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 25K calls\/month\"><\/td>\n <td style=\"text-align: center;\">4 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-4\" min=\"0\" max=\"4\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Data Storage Utilization<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 60% of limit\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Product Usage Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>30 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-30\" min=\"0\" max=\"30\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udd25<\/span>\n 2. Customer Engagement (25 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Login Frequency (avg per user\/week)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 4x per week\"><\/td>\n <td style=\"text-align: center;\">8 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-8\" min=\"0\" max=\"8\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Session Duration (avg per session)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 35 minutes\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Training Participation<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 6 sessions completed\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>QBR Attendance & Participation<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 100% attendance\"><\/td>\n <td style=\"text-align: center;\">4 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-4\" min=\"0\" max=\"4\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Community\/Forum Engagement<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 10 posts\/month\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Engagement Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>25 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-25\" min=\"0\" max=\"25\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udedf<\/span>\n 3. Support Health (20 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Support Ticket Volume (trend)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 5 tickets\/month\"><\/td>\n <td style=\"text-align: center;\">7 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-7\" min=\"0\" max=\"7\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Critical Issues (open)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 0 critical issues\"><\/td>\n <td style=\"text-align: center;\">6 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-6\" min=\"0\" max=\"6\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Average Resolution Time<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 3 hours\"><\/td>\n <td style=\"text-align: center;\">4 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-4\" min=\"0\" max=\"4\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Support CSAT Score (1-5)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 4.5 \/ 5\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Support Health Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>20 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-20\" min=\"0\" max=\"20\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\ude0a<\/span>\n 4. Customer Sentiment (15 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Net Promoter Score (NPS)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 45\"><\/td>\n <td style=\"text-align: center;\">6 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-6\" min=\"0\" max=\"6\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Customer Satisfaction (CSAT)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 4.3 \/ 5\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Product Reviews\/Testimonials<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., Positive\"><\/td>\n <td style=\"text-align: center;\">2 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-2\" min=\"0\" max=\"2\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Executive Sponsor Engagement<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., Active champion\"><\/td>\n <td style=\"text-align: center;\">2 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-2\" min=\"0\" max=\"2\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Sentiment Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>15 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-15\" min=\"0\" max=\"15\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcb0<\/span>\n 5. Financial Health (10 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Payment History<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., Always on-time\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Contract Utilization<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 85% of value used\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Expansion Potential<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., High potential\"><\/td>\n <td style=\"text-align: center;\">2 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-2\" min=\"0\" max=\"2\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Financial Health Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>10 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-10\" min=\"0\" max=\"10\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\u26a0\ufe0f<\/span>\n Risk Factors & Red Flags\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Risk Factor<\/th>\n <th style=\"width: 20%;\">Status<\/th>\n <th style=\"width: 30%;\">Mitigation Plan<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Declining usage trend<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Executive sponsor left company<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Negative feedback or complaints<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Competitive threat<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Budget cuts or financial pressure<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Lack of engagement or responsiveness<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\u2705<\/span>\n Health Improvement Action Plan\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Action Item<\/th>\n <th style=\"width: 25%;\">Owner<\/th>\n <th style=\"width: 20%;\">Target Date<\/th>\n <th style=\"width: 15%;\">Status<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><input type=\"text\" placeholder=\"Action to improve health score\"><\/td>\n <td><input type=\"text\" placeholder=\"Owner name\"><\/td>\n <td><input type=\"date\"><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"pending\">Pending<\/option>\n <option value=\"in-progress\">In Progress<\/option>\n <option value=\"complete\">Complete<\/option>\n <\/select>\n <\/td>\n <\/tr>\n <tr>\n <td><input type=\"text\" placeholder=\"Action to improve health score\"><\/td>\n <td><input type=\"text\" placeholder=\"Owner name\"><\/td>\n <td><input type=\"date\"><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"pending\">Pending<\/option>\n <option value=\"in-progress\">In Progress<\/option>\n <option value=\"complete\">Complete<\/option>\n <\/select>\n <\/td>\n <\/tr>\n <tr>\n <td><input type=\"text\" placeholder=\"Action to improve health score\"><\/td>\n <td><input type=\"text\" placeholder=\"Owner name\"><\/td>\n <td><input type=\"date\"><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"pending\">Pending<\/option>\n <option value=\"in-progress\">In Progress<\/option>\n <option value=\"complete\">Complete<\/option>\n <\/select>\n <\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcdd<\/span>\n CSM Notes & Observations\n <\/h2>\n <textarea style=\"width: 100%; min-height: 150px;\" placeholder=\"Add detailed observations, customer feedback, recent interactions, upcoming opportunities, or concerns...\"><\/textarea>\n <\/section>\n\n \n <div class=\"signature-section\">\n <div class=\"signature-block\">\n <div class=\"signature-label\">Customer Success Manager<\/div>\n <div class=\"signature-line\"><\/div>\n <div class=\"signature-date\">Date: _________________<\/div>\n <\/div>\n <div class=\"signature-block\">\n <div class=\"signature-label\">Team Lead<\/div>\n <div class=\"signature-line\"><\/div>\n <div class=\"signature-date\">Date: _________________<\/div>\n <\/div>\n <div class=\"signature-block\">\n <div class=\"signature-label\">VP of Customer Success<\/div>\n <div class=\"signature-line\"><\/div>\n <div class=\"signature-date\">Date: _________________<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Customer Health Score Tracker – AiPro Institute\u2122 AiPro Institute AiPro Institute\u2122 Customer Health Score Tracker Comprehensive Account Health Monitoring System \ud83d\udccb Account Information Customer Name Account ID Assessment Date Customer Success Manager Contract Start Date Renewal Date \u2764\ufe0f Overall Health Score 85 HEALTH SCORE Product Usage (30%) 27\/30 Engagement (25%) 20\/25 Support Health (20%) 18\/20…<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[82],"tags":[],"class_list":["post-2959","post","type-post","status-publish","format-standard","hentry","category-customer-success-department"],"acf":[],"_links":{"self":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2959","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/comments?post=2959"}],"version-history":[{"count":4,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2959\/revisions"}],"predecessor-version":[{"id":3031,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2959\/revisions\/3031"}],"wp:attachment":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/media?parent=2959"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/categories?post=2959"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/tags?post=2959"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

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\n\t\t\t\t\t\n\n\n \n \n Customer Health Score Tracker - AiPro Institute\u2122<\/title>\n <style>\n * {\n margin: 0;\n padding: 0;\n box-sizing: border-box;\n }\n \n body {\n font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, sans-serif;\n line-height: 1.6;\n color: #1e293b;\n background: linear-gradient(135deg, #f5f3ff 0%, #e0f2fe 100%);\n padding: 2rem;\n min-height: 100vh;\n }\n \n .container {\n max-width: 1200px;\n margin: 0 auto;\n background: white;\n padding: 3rem;\n border-radius: 16px;\n box-shadow: 0 8px 32px rgba(0,0,0,0.08);\n position: relative;\n overflow: hidden;\n }\n \n .watermark {\n position: fixed;\n top: 50%;\n left: 50%;\n transform: translate(-50%, -50%) rotate(-45deg);\n font-size: 8rem;\n font-weight: 900;\n color: rgba(139, 92, 246, 0.03);\n white-space: nowrap;\n pointer-events: none;\n z-index: 0;\n user-select: none;\n }\n \n .content {\n position: relative;\n z-index: 1;\n }\n \n .header {\n text-align: center;\n margin-bottom: 3rem;\n padding-bottom: 2rem;\n border-bottom: 3px solid transparent;\n border-image: linear-gradient(90deg, #8B5CF6, #3B82F6);\n border-image-slice: 1;\n }\n \n .logo {\n font-size: 2.5rem;\n font-weight: 900;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n -webkit-background-clip: text;\n -webkit-text-fill-color: transparent;\n background-clip: text;\n margin-bottom: 0.5rem;\n letter-spacing: -1px;\n }\n \n .document-title {\n font-size: 2rem;\n color: #1e293b;\n font-weight: 700;\n margin: 1rem 0;\n }\n \n .subtitle {\n color: #64748b;\n font-size: 1.1rem;\n }\n \n .section {\n margin: 2.5rem 0;\n }\n \n .section-title {\n font-size: 1.5rem;\n font-weight: 700;\n color: #1e293b;\n margin-bottom: 1.5rem;\n padding-bottom: 0.5rem;\n border-bottom: 2px solid #e2e8f0;\n display: flex;\n align-items: center;\n gap: 0.5rem;\n }\n \n .section-icon {\n width: 32px;\n height: 32px;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n border-radius: 8px;\n display: flex;\n align-items: center;\n justify-content: center;\n color: white;\n font-weight: bold;\n }\n \n .info-grid {\n display: grid;\n grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));\n gap: 1.5rem;\n margin-bottom: 2rem;\n }\n \n .info-card {\n background: linear-gradient(135deg, #f8fafc 0%, #f1f5f9 100%);\n padding: 1.25rem;\n border-radius: 12px;\n border-left: 4px solid #8B5CF6;\n }\n \n .info-label {\n font-size: 0.875rem;\n color: #64748b;\n font-weight: 600;\n text-transform: uppercase;\n letter-spacing: 0.5px;\n margin-bottom: 0.5rem;\n }\n \n .info-value {\n font-size: 1.125rem;\n color: #1e293b;\n font-weight: 600;\n min-height: 1.5rem;\n padding: 0.25rem;\n background: white;\n border-radius: 4px;\n }\n \n .kpi-dashboard {\n display: grid;\n grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));\n gap: 1rem;\n margin: 2rem 0;\n padding: 1.5rem;\n background: linear-gradient(135deg, #faf5ff 0%, #eff6ff 100%);\n border-radius: 12px;\n }\n \n .kpi-card {\n background: white;\n padding: 1.25rem;\n border-radius: 10px;\n text-align: center;\n box-shadow: 0 2px 8px rgba(0,0,0,0.05);\n }\n \n .kpi-value {\n font-size: 2rem;\n font-weight: 800;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n -webkit-background-clip: text;\n -webkit-text-fill-color: transparent;\n background-clip: text;\n }\n \n .kpi-label {\n font-size: 0.875rem;\n color: #64748b;\n margin-top: 0.5rem;\n font-weight: 600;\n }\n \n .health-score-display {\n display: flex;\n align-items: center;\n justify-content: center;\n gap: 3rem;\n padding: 2rem;\n background: linear-gradient(135deg, #faf5ff 0%, #eff6ff 100%);\n border-radius: 12px;\n margin: 2rem 0;\n }\n \n .health-score-circle {\n width: 200px;\n height: 200px;\n border-radius: 50%;\n display: flex;\n flex-direction: column;\n align-items: center;\n justify-content: center;\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n color: white;\n box-shadow: 0 8px 24px rgba(139, 92, 246, 0.3);\n }\n \n .health-score-value {\n font-size: 4rem;\n font-weight: 900;\n line-height: 1;\n }\n \n .health-score-label {\n font-size: 1rem;\n font-weight: 600;\n margin-top: 0.5rem;\n opacity: 0.9;\n }\n \n .health-score-breakdown {\n flex: 1;\n }\n \n .score-bar {\n margin: 1rem 0;\n }\n \n .score-bar-header {\n display: flex;\n justify-content: space-between;\n margin-bottom: 0.5rem;\n font-size: 0.95rem;\n }\n \n .score-bar-label {\n font-weight: 600;\n color: #1e293b;\n }\n \n .score-bar-value {\n font-weight: 700;\n color: #8B5CF6;\n }\n \n .score-bar-track {\n height: 12px;\n background: #e2e8f0;\n border-radius: 6px;\n overflow: hidden;\n }\n \n .score-bar-fill {\n height: 100%;\n background: linear-gradient(90deg, #8B5CF6 0%, #3B82F6 100%);\n border-radius: 6px;\n transition: width 0.3s;\n }\n \n table {\n width: 100%;\n border-collapse: collapse;\n margin: 1.5rem 0;\n background: white;\n box-shadow: 0 2px 8px rgba(0,0,0,0.05);\n border-radius: 8px;\n overflow: hidden;\n }\n \n thead {\n background: linear-gradient(135deg, #8B5CF6 0%, #3B82F6 100%);\n color: white;\n }\n \n th {\n padding: 1rem;\n text-align: left;\n font-weight: 600;\n font-size: 0.875rem;\n text-transform: uppercase;\n letter-spacing: 0.5px;\n }\n \n td {\n padding: 1rem;\n border-bottom: 1px solid #e2e8f0;\n }\n \n tbody tr:hover {\n background-color: #f8fafc;\n }\n \n tbody tr:last-child td {\n border-bottom: none;\n }\n \n input[type=\"text\"],\n input[type=\"number\"],\n input[type=\"date\"],\n textarea,\n select {\n width: 100%;\n padding: 0.5rem;\n border: 2px solid #e2e8f0;\n border-radius: 6px;\n font-size: 0.95rem;\n transition: all 0.3s;\n font-family: inherit;\n }\n \n input:focus,\n textarea:focus,\n select:focus {\n outline: none;\n border-color: #8B5CF6;\n box-shadow: 0 0 0 3px rgba(139, 92, 246, 0.1);\n }\n \n textarea {\n min-height: 100px;\n resize: vertical;\n }\n \n .status-badge {\n display: inline-block;\n padding: 0.5rem 1rem;\n border-radius: 20px;\n font-size: 0.875rem;\n font-weight: 600;\n }\n \n .status-healthy {\n background: #d1fae5;\n color: #065f46;\n }\n \n .status-good {\n background: #dbeafe;\n color: #1e40af;\n }\n \n .status-at-risk {\n background: #fed7aa;\n color: #9a3412;\n }\n \n .status-critical {\n background: #fee2e2;\n color: #991b1b;\n }\n \n .signature-section {\n display: grid;\n grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));\n gap: 2rem;\n margin-top: 3rem;\n padding-top: 2rem;\n border-top: 2px solid #e2e8f0;\n }\n \n .signature-block {\n text-align: center;\n }\n \n .signature-line {\n border-bottom: 2px solid #1e293b;\n margin: 2rem 0 0.5rem 0;\n min-height: 60px;\n }\n \n .signature-label {\n font-weight: 600;\n color: #1e293b;\n margin-bottom: 0.25rem;\n }\n \n .signature-date {\n font-size: 0.875rem;\n color: #64748b;\n }\n \n @media print {\n body {\n background: white;\n padding: 0;\n }\n \n .container {\n box-shadow: none;\n padding: 1.5rem;\n }\n \n .watermark {\n font-size: 6rem;\n }\n }\n \n @media (max-width: 768px) {\n body {\n padding: 1rem;\n }\n \n .container {\n padding: 1.5rem;\n }\n \n .logo {\n font-size: 1.8rem;\n }\n \n .document-title {\n font-size: 1.5rem;\n }\n \n .watermark {\n font-size: 4rem;\n }\n \n .health-score-display {\n flex-direction: column;\n gap: 2rem;\n }\n \n table {\n font-size: 0.875rem;\n }\n \n th, td {\n padding: 0.75rem 0.5rem;\n }\n }\n <\/style>\n<\/head>\n<body>\n <div class=\"watermark\">AiPro Institute<\/div>\n \n <div class=\"container\">\n <div class=\"content\">\n \n <div class=\"header\">\n <div class=\"logo\">AiPro Institute\u2122<\/div>\n <h1 class=\"document-title\">Customer Health Score Tracker<\/h1>\n <p class=\"subtitle\">Comprehensive Account Health Monitoring System<\/p>\n <\/div>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udccb<\/span>\n Account Information\n <\/h2>\n <div class=\"info-grid\">\n <div class=\"info-card\">\n <div class=\"info-label\">Customer Name<\/div>\n <input type=\"text\" class=\"info-value\" placeholder=\"Enter customer name\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Account ID<\/div>\n <input type=\"text\" class=\"info-value\" placeholder=\"Enter account ID\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Assessment Date<\/div>\n <input type=\"date\" class=\"info-value\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Customer Success Manager<\/div>\n <input type=\"text\" class=\"info-value\" placeholder=\"Enter CSM name\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Contract Start Date<\/div>\n <input type=\"date\" class=\"info-value\">\n <\/div>\n <div class=\"info-card\">\n <div class=\"info-label\">Renewal Date<\/div>\n <input type=\"date\" class=\"info-value\">\n <\/div>\n <\/div>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\u2764\ufe0f<\/span>\n Overall Health Score\n <\/h2>\n <div class=\"health-score-display\">\n <div class=\"health-score-circle\">\n <div class=\"health-score-value\">85<\/div>\n <div class=\"health-score-label\">HEALTH SCORE<\/div>\n <\/div>\n <div class=\"health-score-breakdown\">\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Product Usage (30%)<\/span>\n <span class=\"score-bar-value\">27\/30<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 90%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Engagement (25%)<\/span>\n <span class=\"score-bar-value\">20\/25<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 80%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Support Health (20%)<\/span>\n <span class=\"score-bar-value\">18\/20<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 90%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Customer Sentiment (15%)<\/span>\n <span class=\"score-bar-value\">12\/15<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 80%;\"><\/div>\n <\/div>\n <\/div>\n <div class=\"score-bar\">\n <div class=\"score-bar-header\">\n <span class=\"score-bar-label\">Financial Health (10%)<\/span>\n <span class=\"score-bar-value\">8\/10<\/span>\n <\/div>\n <div class=\"score-bar-track\">\n <div class=\"score-bar-fill\" style=\"width: 80%;\"><\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <div style=\"text-align: center; margin-top: 1.5rem;\">\n <p style=\"font-size: 1.125rem; color: #64748b;\">\n <strong>Status: <\/strong>\n <span class=\"status-badge status-healthy\">Healthy<\/span>\n <\/p>\n <p style=\"margin-top: 0.5rem; color: #64748b; font-size: 0.95rem;\">\n Health Score Ranges: 90-100 (Excellent) | 75-89 (Healthy) | 60-74 (At Risk) | Below 60 (Critical)\n <\/p>\n <\/div>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcca<\/span>\n Key Health Indicators\n <\/h2>\n <div class=\"kpi-dashboard\">\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0%<\/div>\n <div class=\"kpi-label\">Product Adoption<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Active Users<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Login Frequency<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Support Tickets<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">N\/A<\/div>\n <div class=\"kpi-label\">NPS Score<\/div>\n <\/div>\n <div class=\"kpi-card\">\n <div class=\"kpi-value\">0<\/div>\n <div class=\"kpi-label\">Days to Renewal<\/div>\n <\/div>\n <\/div>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcf1<\/span>\n 1. Product Usage Metrics (30 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Active Users \/ Total Licenses<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 80 \/ 100\"><\/td>\n <td style=\"text-align: center;\">10 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-10\" min=\"0\" max=\"10\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Daily Active Users (DAU)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 45 users\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Feature Adoption Rate<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 75%\"><\/td>\n <td style=\"text-align: center;\">8 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-8\" min=\"0\" max=\"8\"><\/td>\n <\/tr>\n <tr>\n <td><strong>API\/Integration Usage<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 25K calls\/month\"><\/td>\n <td style=\"text-align: center;\">4 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-4\" min=\"0\" max=\"4\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Data Storage Utilization<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 60% of limit\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Product Usage Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>30 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-30\" min=\"0\" max=\"30\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udd25<\/span>\n 2. Customer Engagement (25 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Login Frequency (avg per user\/week)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 4x per week\"><\/td>\n <td style=\"text-align: center;\">8 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-8\" min=\"0\" max=\"8\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Session Duration (avg per session)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 35 minutes\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Training Participation<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 6 sessions completed\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>QBR Attendance & Participation<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 100% attendance\"><\/td>\n <td style=\"text-align: center;\">4 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-4\" min=\"0\" max=\"4\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Community\/Forum Engagement<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 10 posts\/month\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Engagement Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>25 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-25\" min=\"0\" max=\"25\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udedf<\/span>\n 3. Support Health (20 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Support Ticket Volume (trend)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 5 tickets\/month\"><\/td>\n <td style=\"text-align: center;\">7 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-7\" min=\"0\" max=\"7\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Critical Issues (open)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 0 critical issues\"><\/td>\n <td style=\"text-align: center;\">6 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-6\" min=\"0\" max=\"6\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Average Resolution Time<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 3 hours\"><\/td>\n <td style=\"text-align: center;\">4 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-4\" min=\"0\" max=\"4\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Support CSAT Score (1-5)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 4.5 \/ 5\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Support Health Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>20 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-20\" min=\"0\" max=\"20\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\ude0a<\/span>\n 4. Customer Sentiment (15 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Net Promoter Score (NPS)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 45\"><\/td>\n <td style=\"text-align: center;\">6 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-6\" min=\"0\" max=\"6\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Customer Satisfaction (CSAT)<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 4.3 \/ 5\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Product Reviews\/Testimonials<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., Positive\"><\/td>\n <td style=\"text-align: center;\">2 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-2\" min=\"0\" max=\"2\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Executive Sponsor Engagement<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., Active champion\"><\/td>\n <td style=\"text-align: center;\">2 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-2\" min=\"0\" max=\"2\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Sentiment Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>15 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-15\" min=\"0\" max=\"15\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcb0<\/span>\n 5. Financial Health (10 points)\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Metric<\/th>\n <th style=\"width: 20%;\">Current Value<\/th>\n <th style=\"width: 15%;\">Weight<\/th>\n <th style=\"width: 15%;\">Score<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Payment History<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., Always on-time\"><\/td>\n <td style=\"text-align: center;\">5 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-5\" min=\"0\" max=\"5\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Contract Utilization<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., 85% of value used\"><\/td>\n <td style=\"text-align: center;\">3 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-3\" min=\"0\" max=\"3\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Expansion Potential<\/strong><\/td>\n <td><input type=\"text\" placeholder=\"e.g., High potential\"><\/td>\n <td style=\"text-align: center;\">2 pts<\/td>\n <td><input type=\"number\" placeholder=\"0-2\" min=\"0\" max=\"2\"><\/td>\n <\/tr>\n <tr>\n <td colspan=\"2\"><strong>Total Financial Health Score<\/strong><\/td>\n <td style=\"text-align: center;\"><strong>10 pts<\/strong><\/td>\n <td><strong><input type=\"number\" placeholder=\"0-10\" min=\"0\" max=\"10\" style=\"font-weight: 700;\"><\/strong><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\u26a0\ufe0f<\/span>\n Risk Factors & Red Flags\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Risk Factor<\/th>\n <th style=\"width: 20%;\">Status<\/th>\n <th style=\"width: 30%;\">Mitigation Plan<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><strong>Declining usage trend<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Executive sponsor left company<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Negative feedback or complaints<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Competitive threat<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Budget cuts or financial pressure<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <tr>\n <td><strong>Lack of engagement or responsiveness<\/strong><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"no\">No Risk<\/option>\n <option value=\"low\">Low Risk<\/option>\n <option value=\"medium\">Medium Risk<\/option>\n <option value=\"high\">High Risk<\/option>\n <\/select>\n <\/td>\n <td><input type=\"text\" placeholder=\"Action plan\"><\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\u2705<\/span>\n Health Improvement Action Plan\n <\/h2>\n <table>\n <thead>\n <tr>\n <th>Action Item<\/th>\n <th style=\"width: 25%;\">Owner<\/th>\n <th style=\"width: 20%;\">Target Date<\/th>\n <th style=\"width: 15%;\">Status<\/th>\n <\/tr>\n <\/thead>\n <tbody>\n <tr>\n <td><input type=\"text\" placeholder=\"Action to improve health score\"><\/td>\n <td><input type=\"text\" placeholder=\"Owner name\"><\/td>\n <td><input type=\"date\"><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"pending\">Pending<\/option>\n <option value=\"in-progress\">In Progress<\/option>\n <option value=\"complete\">Complete<\/option>\n <\/select>\n <\/td>\n <\/tr>\n <tr>\n <td><input type=\"text\" placeholder=\"Action to improve health score\"><\/td>\n <td><input type=\"text\" placeholder=\"Owner name\"><\/td>\n <td><input type=\"date\"><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"pending\">Pending<\/option>\n <option value=\"in-progress\">In Progress<\/option>\n <option value=\"complete\">Complete<\/option>\n <\/select>\n <\/td>\n <\/tr>\n <tr>\n <td><input type=\"text\" placeholder=\"Action to improve health score\"><\/td>\n <td><input type=\"text\" placeholder=\"Owner name\"><\/td>\n <td><input type=\"date\"><\/td>\n <td>\n <select>\n <option value=\"\">--<\/option>\n <option value=\"pending\">Pending<\/option>\n <option value=\"in-progress\">In Progress<\/option>\n <option value=\"complete\">Complete<\/option>\n <\/select>\n <\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/section>\n\n \n <section class=\"section\">\n <h2 class=\"section-title\">\n <span class=\"section-icon\">\ud83d\udcdd<\/span>\n CSM Notes & Observations\n <\/h2>\n <textarea style=\"width: 100%; min-height: 150px;\" placeholder=\"Add detailed observations, customer feedback, recent interactions, upcoming opportunities, or concerns...\"><\/textarea>\n <\/section>\n\n \n <div class=\"signature-section\">\n <div class=\"signature-block\">\n <div class=\"signature-label\">Customer Success Manager<\/div>\n <div class=\"signature-line\"><\/div>\n <div class=\"signature-date\">Date: _________________<\/div>\n <\/div>\n <div class=\"signature-block\">\n <div class=\"signature-label\">Team Lead<\/div>\n <div class=\"signature-line\"><\/div>\n <div class=\"signature-date\">Date: _________________<\/div>\n <\/div>\n <div class=\"signature-block\">\n <div class=\"signature-label\">VP of Customer Success<\/div>\n <div class=\"signature-line\"><\/div>\n <div class=\"signature-date\">Date: _________________<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Customer Health Score Tracker – AiPro Institute\u2122 AiPro Institute AiPro Institute\u2122 Customer Health Score Tracker Comprehensive Account Health Monitoring System \ud83d\udccb Account Information Customer Name Account ID Assessment Date Customer Success Manager Contract Start Date Renewal Date \u2764\ufe0f Overall Health Score 85 HEALTH SCORE Product Usage (30%) 27\/30 Engagement (25%) 20\/25 Support Health (20%) 18\/20…<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[82],"tags":[],"class_list":["post-2959","post","type-post","status-publish","format-standard","hentry","category-customer-success-department"],"acf":[],"_links":{"self":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2959","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/comments?post=2959"}],"version-history":[{"count":4,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2959\/revisions"}],"predecessor-version":[{"id":3031,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2959\/revisions\/3031"}],"wp:attachment":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/media?parent=2959"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/categories?post=2959"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/tags?post=2959"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}