The following Monthly [Customer/Client/User] Health Report for [Company Name] outlines the health and satisfaction of [Company Name]'s top customers (in descending order based on revenue) to identify at-risk [customers/clients/users] and highlight potential areas for improvement.
Customer Feedback Snapshot
The feedback below is an accurate reflection of the general sentiment from [Company Name]’s [customers/clients/users] since adopting [SaaS Name].
"The support I’ve been getting is at its best. Lots of issues last year and the year before. None now." - Randy V. | CTO
“Other companies seem to be forcing AI, but [Company Name] made it actually helpful." - Simon R. | Project Manager
"We received our shipment ahead of schedule, and the detailed tracking portal was a nice touch." - Cindy K. | Head of Logistics
Improvement Plan
Within the first [4 months] of adopting [SaaS Name], [customer/client/user] health has improved by an average of [24%] with further improvements expected if the plan below is followed.
Shortcoming | Recommended Action |
[Consistent Engagement] | To drive regular and ongoing engagement, [SaaS Name] offers [automated engagement workflows] after an initial setup process that [Company Name] has yet to complete, delivering [personalized notifications and reminders]. |
[Data Entry Errors] | To avoid mistakes from [customer/client/user] entries, [SaaS Name] includes [AI-powered recommendations] that can be toggled on through the [central dashboard]. |
[Support Oversights] | Several [customers/clients/users] have been contacted twice for the same ticket which can be remediated with [SaaS Name]’s [centralized support tracking tool]. |
