THE ANGELWOOD GLOSSARY
Client Health Score
A composite metric that predicts client satisfaction and churn risk based on engagement signals.
DEFINITION FIRST
A composite metric that predicts client satisfaction and churn risk based on engagement signals.
Best for operators who need a quick definition first and then the operational context behind client health score.
Definition
A client health score aggregates multiple engagement and satisfaction signals into a single metric that predicts relationship health. Signals typically include communication frequency, response times, deliverable approvals, payment patterns, and portal engagement. Scores help prioritize account management efforts.
Why it matters
Without health scoring, firms react to problems after they occur. Health scores enable proactive intervention. A client going from 'healthy' to 'at-risk' triggers outreach before they consider cancelling. Most firms implementing health scoring reduce churn by 20-40%.
AN ILLUSTRATION
Example
A health score might weight: Portal logins (20%), Approval speed (25%), Payment timeliness (20%), Communication responsiveness (20%), NPS rating (15%). A score below 60/100 triggers an at-risk alert.
IN YOUR CLIENT WORK
AI-Powered Health Scoring
Angelwood automatically tracks 12+ engagement signals and calculates health scores for every client, alerting you to at-risk relationships.
YOUR NEXT STEP