Revenue Automation · Stage 04 · Free

How do you spot a customer at risk of leaving before it is too late?

Track a small set of health signals, meaning simple measures that show whether a customer is on track, and act on them early. The strongest are usage of the core action, progress towards the first win, and engagement with your team. Combine them into a plain health score, then trigger a human check-in the moment an account slips, not at renewal.

In this lesson you will learn

This is lesson 5 of the Onboard course in The Bowtie Academy, the free AI and revenue-automation school by The Sparked Group. The full lesson adds a plain-English walkthrough, a hands-on task on your own work, and a quick check, and it counts towards a verifiable certificate.

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More free lessons in Onboard

What "Onboard" means in the revenue bowtieThe handoff from sales to success without dropped contextThe first thirty days: engineering the first real winWhat to automate in onboarding, and what to keep humanMeasuring Onboard: the few numbers that matter

Part of The Bowtie Academy by The Sparked Group.