🔒 Unlock

The following Monthly [Customer/Client/User] Health Report for [Company Name] outlines the health and satisfaction of [Company Name]&apos;s top customers (in descending order based on revenue) to identify at-risk [customers/clients/users] and highlight potential areas for improvement.<div style=""><figure data-media-width="848" data-media-height="524" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure"><div style="height: auto;width: 848px; "><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfuc0Yeyt482nCvZetTA8HVuNa1bH74rEqJj96wf2NsWFtWq_V0vkhQwUlesoILDikA5g36-jdztuEiG0lEACdiltrTCv7IrYQUIWFHgWe2CvRGLWagvEpaxPpvrRjdCo1c1dKCMBeLm1Wrl3wblLwhYs_X?key=m_u3kIZhuTIlnC4l48T8dw" title="Points scored"></div></figure></div>Customer Feedback SnapshotThe feedback below is an accurate reflection of the general sentiment from [Company Name]’s [customers/clients/users] since adopting [SaaS Name]. <ul><li>&quot;The support I’ve been getting is at its best. Lots of issues last year and the year before. None now.&quot; - Randy V. | CTO</li><li>“Other companies seem to be forcing AI, but [Company Name] made it actually helpful.&quot; - Simon R. | Project Manager</li><li>&quot;We received our shipment ahead of schedule, and the detailed tracking portal was a nice touch.&quot; - Cindy K. | Head of Logistics</li></ul><h2>Improvement Plan</h2>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.<div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Shortcoming</td><td colspan="1" rowspan="1" style="vertical-align: top">Recommended Action</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Consistent Engagement]</td><td colspan="1" rowspan="1" style="vertical-align: top">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].</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Data Entry Errors]</td><td colspan="1" rowspan="1" style="vertical-align: top">To avoid mistakes from [customer/client/user] entries, [SaaS Name] includes [AI-powered recommendations] that can be toggled on through the [central dashboard].</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Support Oversights]</td><td colspan="1" rowspan="1" style="vertical-align: top">Several [customers/clients/users] have been contacted twice for the same ticket which can be remediated with [SaaS Name]’s [centralized support tracking tool].</td></tr></tbody></table></div>

[Company Name] Monthly [Customer/Client/User] Health Report