# Daily Account Health Scan

> A 20-minute daily scan that catches churn signals three weeks early by tracking health-score swings in both directions.

**Category:** Customer Success

**When to use:** Every weekday morning for anyone who owns a book of accounts.

**Trigger:** Every weekday morning, 20 minutes

## Steps

1. Open the account-health dashboard.
2. Filter to accounts whose health score moved more than 10 points in either direction over the past seven days.
3. For each red-trending account, log the change, name the proximate cause, and pick one outreach action.
4. For each green-trending account, log the change and queue an expansion-readiness check for the next monthly review.
5. Promote rising-risk accounts onto the watch list and demote stable ones off it.
6. Post the watch list to the team channel by mid-morning.

## Outputs

- An updated watch list
- One outreach action per red-trending account
- A daily summary posted to the team

## Tools

- Account-health dashboard
- CRM
- Team chat

## Notes

Accounts that churn never give a clear week of warning. They give three weeks of small signals. The daily scan catches them while they are still fixable.

---

Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/daily-account-health-scan
Run it live with your humans and AI agents at https://orgtp.com.