Customer Success portfolio prototype
SignalCS AI
AI-assisted Customer Health Dashboard
Turn fragmented customer signals into clear CSM actions.
“Customer health is not one number. It is the story behind changes in adoption, outcomes, engagement, support, and sentiment.”
At Traders Mentor School, I used a five-signal health tracker to identify customers who were becoming disengaged before the risk became obvious. The original tracker monitored login activity, session participation, WhatsApp responsiveness, milestone progress, and coach feedback. I recreated and expanded that approach for a B2B SaaS environment to show how I think about customer health, risk prioritisation, and customer recovery.
This portfolio prototype uses fictional customer data. The original five-signal tracker inspired this SaaS version. It demonstrates Customer Success judgement, workflow design, and practical AI use.
Identify risk early
Detect meaningful changes before renewal.
Understand the reason
Show evidence behind every health score.
Take action
Turn signals into tasks, recovery plans, and customer communication.
What a CSM can answer here
- 1. Which customers need attention today?
- 2. Why is each account healthy or at risk?
- 3. Which signals changed?
- 4. What should the CSM do next?
- 5. What must be validated before contacting the customer?
A health score without explanation is not useful.
Product usage alone does not equal customer value.
Stale data should reduce confidence, not automatically lower the score.
Every risk signal should connect to a possible CSM action.
AI supports human judgement and never decides churn, renewal, escalation, or expansion.
Every generated output shows “Human review required”. All customer data is fictional.