Account health & expansion
One health score across product, support and finance
A live account health view that blends usage, support load and revenue signals to flag churn risk early and surface the accounts ready to expand.
The problem
Account managers juggle a book of accounts with no single, trustworthy read on health. Expansion-ready accounts get missed and quiet churners slip through because the signals live in five different tools.
Built from Rig's building blocks
Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.
How to build it
- 1
Unify the signals
Connect Segment, your support tool and billing so every account carries usage, support and revenue context in one place.
- 2
Compose a health score
Define a blended score in the context layer, adoption, support load, sentiment and spend, weighted for your business.
- 3
Rank the book
Build a dashboard that sorts accounts by risk and by expansion readiness, so AMs always know where to spend their time.
- 4
Drill in on demand
AMs ask 'what changed at Globex this month?' in Claude and get the full story. Reshape the score as your definition of health evolves.
The outcome
One reliable health read across the book, so AMs catch churn early and act on expansion before the moment passes.
Build your own version
