Workflow · Customers · Opening soon

Customer health score

Build a customer health score from HubSpot exports. See which companies are safe and which ones need attention.

Someone typed

“show each company with logins, open support tickets, and days to renewal; status Agrees when logins are 3 or more, open tickets are 1 or fewer, and renewal is 45 days or more, otherwise At risk”

The agent read it as

Show each company Companies with logins from Login events, open support tickets from Support tickets, and days to renewal from Renewals; status Agrees when logins are 3 or more, open tickets are 1 or fewer, and renewal is 45 days or more, otherwise At risk, counting all listed login events.

What the agent built

7 steps, each one an ordinary Mammoth step you can open and change.

File

Companies

CSV export · 10 rows

File

CSV export · 23 rows

File

Support tickets

CSV export · 18 rows

File

Renewals

CSV export · 10 rows

Step

Count company logins

Step 1

Step

Count open tickets

Step 2

Step

Calculate days to renewal

Step 3

Join

Add login counts

10 of 10 paired

Join

Add open ticket counts

10 of 10 paired

Join

Add renewal dates

10 of 10 paired

Step

Flag company renewal risk

Step 7

Result

Company Renewal Risk

10 rows · 8 flagged

Schedule

Runs when you say

Proposed

File
Companies
CSV export · 10 rows
File
Login events
CSV export · 23 rows
File
Support tickets
CSV export · 18 rows
File
Renewals
CSV export · 10 rows
Step
Count company logins
Step 1
Step
Count open tickets
Step 2
Step
Calculate days to renewal
Step 3
Join
Add login counts
10 of 10 paired
Join
Add open ticket counts
10 of 10 paired
Join
Add renewal dates
10 of 10 paired
Step
Flag company renewal risk
Step 7
Result
Company Renewal Risk
10 rows · 8 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 10 rows came out, and the join paired 10 of 10 rows; the join paired 10 of 10 rows; the join paired 10 of 10 rows.

Download Companies sample (10 rows)HubSpot: Contacts > Companies > Export
Download Login events sample (23 rows)HubSpot: Reports > Analytics Tools > Custom report builder > Export table
Download Support tickets sample (18 rows)HubSpot: Service > Tickets > Export
Download Renewals sample (10 rows)HubSpot: Sales > Deals > Export

What you get back

The result of that run, the rows to look at first.

Company Renewal RiskSample data10 rows

2 agrees8 at risk

Company name	Logins	Open support tickets	Days to renewal	Status
Northstar Outfitters	3	0	22	At risk
Brightlane Clinics	2	2	9	At risk
Harborview Labs	2	1	4	At risk
Moss Market Co	2	1	17	At risk
Silverline Schools	1	2	37	At risk
Orbit Foundry	2	0	58	At risk
Juniper Freight	2	1	28	At risk
Blue Lantern Studio	2	1	14	At risk
Cinder & Pine	3	0	64	Agrees
LedgerLoop	4	0	83	Agrees

10 rows in the result. Sample data: illustrative figures, not business results.

How do you build a customer health score?

Export your HubSpot company, login, support ticket, and renewal data, then load the files into Mammoth. It counts logins, open tickets, and days to renewal for each company, then labels each one Agrees or At risk. Companies are Agrees when logins are 3 or more, open tickets are 1 or fewer, and renewal is 45 days or more.

How it works

How to use the Company Renewal Risk workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Company Renewal Risk: questions

Which export should you use from HubSpot?

Use the exported company, login event, support ticket, and renewal files that contain the rows you want to score. The workflow reads the exported files and matches the rows by company.

What happens to rows that do not match the rules?

Rows that do not meet the rules are marked At risk. In this workflow, that means fewer than 3 logins, more than 1 open ticket, or fewer than 45 days to renewal.

How do you change the scoring rules?

Edit the rules in words by changing the thresholds. For example, you can raise or lower the login count, ticket count, or renewal-day limit, then rerun the workflow.