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Initial customer health score calculated property

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Company8 stepsUpdated for HubSpot seat pricing
OutcomeA company gets a numeric health score during the onboarding window, built from onboarding-specific signals rather than the steady-state usage metrics a mature health score usually relies on, so CS can flag risk before the customer has any product history.
Workflow mapcustomer-onboarding-018
Initial Health Score recalculates leads to Score >= 80?. Score >= 80? leads to Yes: Set Health Score Status = Healthy; No: Score >= 50?. Set Health Score Status = Healthy leads to Status = Critical?. Score >= 50? leads to Yes: Set Health Score Status = At Risk; No: Set Health Score Status = Critical. Set Health Score Status = At Risk leads to Status = Critical?. Set Health Score Status = Critical leads to Status = Critical?. Status = Critical? leads to Yes: Alert Onboarding Owner; No: End. Yes No Yes No Yes No Initial Health Score recalculates Score >= 80? Set Health Score Status = Healthy Score >= 50? Set Health Score Status = At Risk Set Health Score Status = Critical Status = Critical? Alert Onboarding Owner End
Initial Health Score recalculates leads to Score >= 80?. Score >= 80? leads to Yes: Set Health Score Status = Healthy; No: Score >= 50?. Set Health Score Status = Healthy leads to Status = Critical?. Score >= 50? leads to Yes: Set Health Score Status = At Risk; No: Set Health Score Status = Critical. Set Health Score Status = At Risk leads to Status = Critical?. Set Health Score Status = Critical leads to Status = Critical?. Status = Critical? leads to Yes: Alert Onboarding Owner; No: End. Yes No Yes No Yes No Initial Health Score recalculates Score >= 80? Set Health Score Status = Healthy Score >= 50? Set Health Score Status = At Risk Set Health Score Status = Critical Status = Critical? Alert Onboarding Owner End

When to use it, when not to

Use it

  • Use it when you want an early-warning number during onboarding, before there is enough product usage data for a full lifecycle health score.
  • Use it when the signals feeding the score already exist as properties on the company or its associated tickets and deals (overdue tasks, escalations, CSAT).
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Skip it

  • Do not use it as a replacement for a full post-onboarding health score, this fiche is deliberately narrow and should be retired or superseded once the customer graduates from onboarding, see the renewal-expansion category for ongoing health scoring.
  • Do not use it if calculated properties are not available on your subscription, use the workflow-only fallback in Known pitfalls instead.
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The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 8 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 8 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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