❤️ Sentiment-Based Health Scorer – Prompt Template

🎯 Purpose:

Analyze customer sentiment across CRM notes, support tickets, and call transcripts to calculate a risk score and health rating.

🧠 Input Example:

• Account Name: Zenith Medical
• CRM Notes: "Team has been frustrated with reporting delays. No update on data refresh."
• Support Tickets: 2 open, 1 escalation
• Transcript Summary: "We love the product but haven’t heard back about our dashboard bug. Considering alternatives."
• Recent Engagement: No CSM contact in 30+ days
• NPS: 6
• Usage Trends: Dropped 25% in last 45 days

🧾 Prompt

``` Act as a Customer Success Health Analyst. Review the following customer sentiment data and return:

1. A sentiment score (-5 = very negative, 0 = neutral, +5 = very positive)
2. A risk rating: Low, Medium, High
3. 2–3 concise reasons to support the rating
4. Recommended CSM actions

Input: - CRM Notes: "Team has been frustrated with reporting delays. No update on data refresh." - Support Tickets: 2 open, 1 escalation - Transcript Summary: "We love the product but haven’t heard back about our dashboard bug. Considering alternatives." - Engagement: No CSM contact in 30+ days - NPS: 6 - Usage Trends: Dropped 25% in last 45 days ```