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customer-success-manager Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
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Zipをダウンロード ダウンロード中... name customer-success-manager description Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success license MIT metadata {"version":"1.0.0","author":"Alireza Rezvani","category":"business-growth","domain":"customer-success","updated":"2026-02-06T00:00:00.000Z","python-tools":"health_score_calculator.py, churn_risk_analyzer.py, expansion_opportunity_scorer.py","tech-stack":"customer-success, saas-metrics, health-scoring"}
Customer Success Manager
Production-grade customer success analytics with multi-dimensional health scoring, churn risk prediction, and expansion opportunity identification. Three Python CLI tools provide deterministic, repeatable analysis using standard library only -- no external dependencies, no API calls, no ML models.
Table of Contents
Capabilities
Customer Health Scoring : Multi-dimensional weighted scoring across usage, engagement, support, and relationship dimensions with Red/Yellow/Green classification
Churn Risk Analysis : Behavioral signal detection with tier-based intervention playbooks and time-to-renewal urgency multipliers
Expansion Opportunity Scoring : Adoption depth analysis, whitespace mapping, and revenue opportunity estimation with effort-vs-impact prioritization
Segment-Aware Benchmarking : Configurable thresholds for Enterprise, Mid-Market, and SMB customer segments
Trend Analysis : Period-over-period comparison to detect improving or declining trajectories
Executive Reporting : QBR templates, success plans, and executive business review templates
Input Requirements All scripts accept a JSON file as positional input argument. See assets/sample_customer_data.json for complete examples.
Health Score Calculator {
"customers" : [
{
"customer_id" : "CUST-001" ,
"name" : "Acme Corp" ,
"segment" : "enterprise" ,
"arr" : 120000 ,
"usage" : {
"login_frequency" : 85 ,
"feature_adoption" : 72 ,
"dau_mau_ratio" : 0.45
} ,
"engagement" : {
"support_ticket_volume" : 3 ,
"meeting_attendance" : 90 ,
"nps_score" : 8 ,
"csat_score" : 4.2
} ,
"support" : {
"open_tickets" : 2 ,
"escalation_rate" : 0.05 ,
"avg_resolution_hours" : 18
} ,
"relationship" : {
"executive_sponsor_engagement" : 80 ,
"multi_threading_depth" : 4 ,
"renewal_sentiment" : "positive"
} ,
"previous_period" : {
"usage_score" : 70 ,
"engagement_score" : 65 ,
"support_score" : 75 ,
"relationship_score" : 60
}
}
]
}
Churn Risk Analyzer {
"customers" : [
{
"customer_id" : "CUST-001" ,
"name" : "Acme Corp" ,
"segment" : "enterprise" ,
"arr" : 120000 ,
"contract_end_date" : "2026-06-30" ,
"usage_decline" : {
"login_trend" : -15 ,
"feature_adoption_change" : -10 ,
"dau_mau_change" : -0.08
} ,
"engagement_drop" : {
"meeting_cancellations" : 2 ,
"response_time_days" : 5 ,
"nps_change" : -3
} ,
"support_issues" : {
"open_escalations" : 1 ,
"unresolved_critical" : 0 ,
"satisfaction_trend" : "declining"
} ,
"relationship_signals" : {
"champion_left" : false ,
"sponsor_change" : false ,
"competitor_mentions" : 1
} ,
"commercial_factors" : {
"contract_type" : "annual" ,
"pricing_complaints" : false ,
"budget_cuts_mentioned" : false
}
}
]
}
Expansion Opportunity Scorer {
"customers" : [
{
"customer_id" : "CUST-001" ,
"name" : "Acme Corp" ,
"segment" : "enterprise" ,
"arr" : 120000 ,
"contract" : {
"licensed_seats" : 100 ,
"active_seats" : 95 ,
"plan_tier" : "professional" ,
"available_tiers" : [ "professional" , "enterprise" , "enterprise_plus" ]
} ,
"product_usage" : {
"core_platform" : { "adopted" : true , "usage_pct" : 85 } ,
"analytics_module" : { "adopted" : true , "usage_pct" : 60 } ,
"integrations_module" : { "adopted" : false , "usage_pct" : 0 } ,
"api_access" : { "adopted" : true , "usage_pct" : 40 } ,
"advanced_reporting" : { "adopted" : false , "usage_pct" : 0 }
} ,
"departments" : {
"current" : [ "engineering" , "product" ] ,
"potential" : [ "marketing" , "sales" , "support" ]
}
}
]
}
Output Formats All scripts support two output formats via the --format flag:
text (default): Human-readable formatted output for terminal viewing
json : Machine-readable JSON output for integrations and pipelines
How to Use
Quick Start
python scripts/health_score_calculator.py assets/sample_customer_data.json
python scripts/health_score_calculator.py assets/sample_customer_data.json --format json
python scripts/churn_risk_analyzer.py assets/sample_customer_data.json
python scripts/churn_risk_analyzer.py assets/sample_customer_data.json --format json
python scripts/expansion_opportunity_scorer.py assets/sample_customer_data.json
python scripts/expansion_opportunity_scorer.py assets/sample_customer_data.json --format json
Workflow Integration
python scripts/health_score_calculator.py customer_portfolio.json --format json > health_results.json
python scripts/churn_risk_analyzer.py customer_portfolio.json --format json > risk_results.json
python scripts/expansion_opportunity_scorer.py customer_portfolio.json --format json > expansion_results.json
Scripts
1. health_score_calculator.py Purpose: Multi-dimensional customer health scoring with trend analysis and segment-aware benchmarking.
Dimension Weight Metrics Usage 30% Login frequency, feature adoption, DAU/MAU ratio Engagement 25% Support ticket volume, meeting attendance, NPS/CSAT Support 20% Open tickets, escalation rate, avg resolution time Relationship 25% Executive sponsor engagement, multi-threading depth, renewal sentiment
Green (75-100): Healthy -- customer achieving value
Yellow (50-74): Needs attention -- monitor closely
Red (0-49): At risk -- immediate intervention required
python scripts/health_score_calculator.py customer_data.json
python scripts/health_score_calculator.py customer_data.json --format json
2. churn_risk_analyzer.py Purpose: Identify at-risk accounts with behavioral signal detection and tier-based intervention recommendations.
Signal Category Weight Indicators Usage Decline 30% Login trend, feature adoption change, DAU/MAU change Engagement Drop 25% Meeting cancellations, response time, NPS change Support Issues 20% Open escalations, unresolved critical, satisfaction trend Relationship Signals 15% Champion left, sponsor change, competitor mentions Commercial Factors 10% Contract type, pricing complaints, budget cuts
Critical (80-100): Immediate executive escalation
High (60-79): Urgent CSM intervention
Medium (40-59): Proactive outreach
Low (0-39): Standard monitoring
python scripts/churn_risk_analyzer.py customer_data.json
python scripts/churn_risk_analyzer.py customer_data.json --format json
3. expansion_opportunity_scorer.py Purpose: Identify upsell, cross-sell, and expansion opportunities with revenue estimation and priority ranking.
Upsell : Upgrade to higher tier or more of existing product
Cross-sell : Add new product modules
Expansion : Additional seats or departments
python scripts/expansion_opportunity_scorer.py customer_data.json
python scripts/expansion_opportunity_scorer.py customer_data.json --format json
Reference Guides Reference Description references/health-scoring-framework.mdComplete health scoring methodology, dimension definitions, weighting rationale, threshold calibration references/cs-playbooks.mdIntervention playbooks for each risk tier, onboarding, renewal, expansion, and escalation procedures references/cs-metrics-benchmarks.mdIndustry benchmarks for NRR, GRR, churn rates, health scores, expansion rates by segment and industry
Templates Template Purpose assets/qbr_template.mdQuarterly Business Review presentation structure assets/success_plan_template.mdCustomer success plan with goals, milestones, and metrics assets/onboarding_checklist_template.md90-day onboarding checklist with phase gates assets/executive_business_review_template.mdExecutive stakeholder review for strategic accounts
Best Practices
Score regularly : Run health scoring weekly for Enterprise, bi-weekly for Mid-Market, monthly for SMB
Act on trends, not snapshots : A declining Green is more urgent than a stable Yellow
Combine signals : Use all three scripts together for a complete customer picture
Calibrate thresholds : Adjust segment benchmarks based on your product and industry
Document interventions : Track what actions you took and outcomes for playbook refinement
Prepare with data : Run scripts before every QBR and executive meeting
Limitations
No real-time data : Scripts analyze point-in-time snapshots from JSON input files
No CRM integration : Data must be exported manually from your CRM/CS platform
Deterministic only : No predictive ML -- scoring is algorithmic based on weighted signals
Threshold tuning : Default thresholds are industry-standard but may need calibration for your business
Revenue estimates : Expansion revenue estimates are approximations based on usage patterns
Last Updated: February 2026
Tools: 3 Python CLI tools
Dependencies: Python 3.7+ standard library only