How to use the Customer health score template

Start a board from it
Use this template opens a new Freero board with the Customer health score template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Customer health score”.
Follow the instruction on the board
“Pick signals that predicted churn in the past, not just ones that are easy to measure. Check the score against last year’s churned accounts.”
Fill in each part
- Table Columns: Signal · Weight · Healthy · At risk
- What we do Action at each level.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Customer health score board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Churn risk review
Go through accounts that might leave: the warning signs, why you think they’re at risk, and the save plan with an owner.
Renewal plan
Prepare a renewal months ahead: the value delivered, open issues, the expansion idea and every step to signature.
Customer onboarding plan
Take a new customer from signed contract to first value: kickoff, setup, training, first results and the first review.
Account adoption plan
See which teams in a customer use which parts of the product, find the gaps and plan how to get more of them using it well.
Sales to success handoff
Pass a newly signed customer from sales to the success team with everything promised, every contact and every known risk.
At-risk account recovery
Run a recovery when an important customer is upset: what went wrong, how you will put it right and how you will rebuild trust.