Customer Health Scorecard: Cited Answers from Your Connected Tools
Customer Health Scorecard is a CorpusIQ sales skill built to produce a real pipeline or account view from CRM activity, not exported screenshots. It fires when an operator asks something like: "Customer health check". Replaces the customer success ops analyst who builds health scores in a sheet. It reads from crm, email, and ga4 through CorpusIQ's read-only OAuth, JWT-permissioned, audit-logged connector layer. Output is a cited answer with the patterns that matter and a recommended next action so the operator can move without re-running the analysis by hand. CorpusIQ ships 133+ skills, 24+ business connectors, and 233+ underlying tools, all reachable from ChatGPT, Claude, and Perplexity through the Model Context Protocol. Customer data is never used to train models. CorpusIQ is CASA Tier 2 certified by DEKRA and SOC 2 aligned. Pricing starts at Solo $29.95/mo with a 30-day free trial; Team is $109.95/mo and Business is $189.95/mo. Tagline: Accelerate your business. All your tools in one place.
Read-only access · 30-day free trial · Cancel anytime
Trigger this skill with a question like
Customer health check
What Customer Health Scorecard actually does
When the skill fires, it runs through a series of concrete sub-questions against your connected tools and reconciles the answers into one cited result.
- 01What does product usage in GA4 look like per customer over the last 30 days?
- 02What does Email engagement say about each customer?
- 03What CRM signals are present: ticket count, last conversation, contract end date?
- 04Which customers fall into the red, yellow, green segments?
- 05What action does each red and yellow customer need this week?
What the answer looks like
A cited answer that addresses the operator's question from live crm, email, and ga4 data, names the patterns that matter, and recommends the next action with an owner.
Who this replaces
Replaces the customer success ops analyst who builds health scores in a sheet.
Why use CorpusIQ for this
- ✓Read-only OAuth. CorpusIQ never writes back to your connected tools.
- ✓23+ connectors supported, not just this one.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Related skills that pair well with this one
Frequently asked questions
When the operator question matches: Customer health check.
These connectors authorized read-only: crm, email, ga4.
A cited answer with the patterns that matter and a recommended next action. Every claim ties back to the source data.
It reports and recommends. It does not execute writes against source systems unless explicitly authorized in a separate workflow.
It reconciles across the connected stack in one read and applies the analytical pattern consistently every time.
Run Customer Health Scorecard on your business in minutes.
30-day free trial. Cancel anytime.
Start Free Trial