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🏢 Business & Strategy

Free Customer Retention Health Assessment Template

Score churn patterns, retention programs, health monitoring, renewals and relationship depth to separate fixable churn from accepted churn.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score churn patterns, retention programs, health monitoring, renewals and relationship depth to separate fixable churn from accepted churn.

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About this template

Retention reports record what churned; few diagnose why. This assessment scores the five retention capabilities that determine whether churn is destiny or signal — how well losses are patterned, monitored, intercepted, renewed and understood at relationship level — and the AI report separates the churn you cannot fix from the substantial share your motion is causing. The math repricing is where retention work starts.

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Template at a Glance

TemplateCustomer Retention Health Assessment
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forCS and account leaders · Founders · Finance leads
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Churn level & pattern, Retention programs, Health monitoring, Renewal process, Relationship depth — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

CS and account leaders

Separate fate from fixable.

2

Founders

Know what retention motion exists.

3

Finance leads

Forecast churn with causes.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Churn is measured per cohort with stated reasons (1–5)
  2. Named retention plays run on schedule, not emergencies (1–5)
  3. Health decline triggers outreach weeks pre-renewal (1–5)
  4. Renewals are run like a pipeline with owners (1–5)
  5. Key accounts have champions beyond one contact (1–5)
  6. Which recent churn was actually preventable? (open)
  7. What does your best retained customer experience that others don't? (open)
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Frequently Asked Questions

What are the five retention dimensions?
Churn measurement and patterns, deliberate retention programs, pre-renewal health monitoring, managed renewal process and relationship depth — the capability stack behind good retention.
Is churn always bad?
No — shedding bad-fit customers can be strategy; the report distinguishes churn to fix from churn to accept.
How often should retention health be scored?
Per quarter; churn pattern shifts visible in monthly numbers usually trace to a capability slipping two quarters earlier.
What matters more — tools or motion?
Motion; health scores without triggered plays are the most common false-assurance pattern this assessment catches.
What does the AI report output?
The weakest link between churn and renewal, the preventable-loss estimate logic, and one programmatic fix plus one process fix.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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Run the Customer Retention Health Assessment this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.