Customer Success: Designing Account Health Checks in HubSpot

In customer success, waiting for a client to complain is often too late to save the account. Proactive account health checks allow you to spot warning signs early, improve retention, and drive expansion before issues escalate. This written course guides you through the foundational principles of customer success monitoring and shows you how to implement them practically. You will transition from reactive firefighting to structured, data-driven account management using HubSpot Marketing and Service Hub. What you'll learn: - Understand the core metrics and indicators of customer health and accounts at risk - Design a customized health-scoring framework tailored to your business model - Configure automated health tracking processes inside HubSpot Marketing and Service Hub - Analyze customer usage data and engagement signals to predict retention and churn - Establish a consistent schedule and playbook for running routine account health audits - Apply modern customer success strategies to proactively re-engage slipping accounts The course starts with fundamental customer success terminology and health-check frameworks before walking you through step-by-step setup and automation workflows in HubSpot. You will learn through clear written explanations, practical scenarios, and structured conceptual exercises. This course is designed for aspiring customer success managers, account managers, and HubSpot administrators looking to establish a robust health-tracking system. No prior experience with customer success frameworks is required. Start building a proactive retention strategy that keeps your clients thriving.