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Monthly digest: customer health score distribution summary to CS leadership

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: Service Hub Professional.

Company2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a month, customer success leadership gets an email showing how many customer accounts fall into each health score band, so account health trends are visible at a portfolio level without opening each company record.
Workflow mapreporting-alerts-039
Monthly schedule: first business day, 08:00 leads to Report: active customers grouped by health score band. Report: active customers grouped by health score band leads to Sorted healthiest to least healthy. Sorted healthiest to least healthy leads to Email sent to CS leadership distribution list. Monthly schedule: first business day, 08:00 Report: active customers grouped by health score band Sorted healthiest to least healthy Email sent to CS leadership distribution list
Monthly schedule: first business day, 08:00 leads to Report: active customers grouped by health score band. Report: active customers grouped by health score band leads to Sorted healthiest to least healthy. Sorted healthiest to least healthy leads to Email sent to CS leadership distribution list. Monthly schedule: first business day, 08:00 Report: active customers grouped by health score band Sorted healthiest to least healthy Email sent to CS leadership distribution list

When to use it, when not to

Use it

  • Use it on a portal that already populates a customer health score property (native HubSpot customer health scoring, or a custom scoring property built and maintained elsewhere), and where leadership wants a monthly distribution view rather than a per-account check.
  • Use it to spot a shift in the overall portfolio, for example a growing share of accounts sliding into an at-risk band, month over month.
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Skip it

  • Do not use this fiche to build the health score itself. It assumes a health score property already exists and is kept current; if it does not exist yet, that scoring logic needs to be designed and built first.
  • Do not use it as a substitute for individual account reviews. A distribution summary tells leadership WHERE the portfolio sits, not which specific account needs attention today.
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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 · 2 numbered actions

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

Known pitfalls · 4

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

Test plan and UAT script · 2 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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