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Rethinking Health Scores in Customer Success with Sean Reid

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Manage episode 517810395 series 3555213
Content provided by Anika Zubair. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anika Zubair or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/cspro

Download The Value Storytelling Handbook: https://www.thecustomersuccesspro.com/offers/bwVCZUYL/checkout

In this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Sean Reid, an award winning CS leader. They explore why “green” health scores can mask real risk, how to spot hidden churn signals, and why renaming the metric to a Renewal Probability Score improves forecasting and cross functional alignment. Sean explains his model that blends human captured sentiment with product signals, how multithreading and stakeholder engagement change renewal odds, and why NPS should be treated as a trend over time rather than a single moment. The conversation offers practical guidance on structuring sentiment fields in your CRM, coaching teams to score consistently, avoiding a rushed rollout, and turning QBR data into executive ready value stories that drive renewals and expansion.

Chapters:
00:00 Introduction
02:40 Meet Sean Reid
10:11 Why “green” accounts still churn
14:45 Multithreading and hidden influencers
22:26 From health score to Renewal Probability Score
25:28 Building the model, 60 to 40 sentiment to signals
34:49 Value storytelling and outcome-focused QBRs
37:10 Rethinking NPS as a trend, not a moment
44:28 Lessons
51:51 Wrap-up

Connect with Anika Zubair:
Website: https://thecustomersuccesspro.com/
LinkedIn: https://www.linkedin.com/in/anikazubair/
RevUP Academy: https://thecustomersuccesspro.com/revup

Connect with Sean Reid:
Linkedin: https://www.linkedin.com/in/sean-reid/

Send Anika a text :)

Grab our FREE resources here:
https://thecustomersuccesspro.com/resources

Want to be our next podcast guest? Apply here:
https://www.thecustomersuccesspro.com/podcast-guest

Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 517810395 series 3555213
Content provided by Anika Zubair. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anika Zubair or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Want to win a free pair of airpod pros, sign up for a demo with Vitally: https://www.vitally.io/cspro

Download The Value Storytelling Handbook: https://www.thecustomersuccesspro.com/offers/bwVCZUYL/checkout

In this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Sean Reid, an award winning CS leader. They explore why “green” health scores can mask real risk, how to spot hidden churn signals, and why renaming the metric to a Renewal Probability Score improves forecasting and cross functional alignment. Sean explains his model that blends human captured sentiment with product signals, how multithreading and stakeholder engagement change renewal odds, and why NPS should be treated as a trend over time rather than a single moment. The conversation offers practical guidance on structuring sentiment fields in your CRM, coaching teams to score consistently, avoiding a rushed rollout, and turning QBR data into executive ready value stories that drive renewals and expansion.

Chapters:
00:00 Introduction
02:40 Meet Sean Reid
10:11 Why “green” accounts still churn
14:45 Multithreading and hidden influencers
22:26 From health score to Renewal Probability Score
25:28 Building the model, 60 to 40 sentiment to signals
34:49 Value storytelling and outcome-focused QBRs
37:10 Rethinking NPS as a trend, not a moment
44:28 Lessons
51:51 Wrap-up

Connect with Anika Zubair:
Website: https://thecustomersuccesspro.com/
LinkedIn: https://www.linkedin.com/in/anikazubair/
RevUP Academy: https://thecustomersuccesspro.com/revup

Connect with Sean Reid:
Linkedin: https://www.linkedin.com/in/sean-reid/

Send Anika a text :)

Grab our FREE resources here:
https://thecustomersuccesspro.com/resources

Want to be our next podcast guest? Apply here:
https://www.thecustomersuccesspro.com/podcast-guest

Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event

  continue reading

44 episodes

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