How is customer health scoring calculated?

Health scores combine three signal types: payment behavior (on-time payments, failed payments, downgrades), engagement (login frequency, feature usage where measurable, last login), and support (ticket volume, sentiment if available). The score is a 0-100 composite that updates automatically. You can adjust signal weights to match your business definition of healthy.

What customer data sources does this work with?

Incremenza connects directly to Stripe (for billing data), and to most CRM, support, and engagement tools through Zapier. Salesforce, HubSpot, Intercom, Zendesk, and many others sync their data into Incremenza automatically. The integration setup is one-time — once connected, data flows continuously.

Does this work for non-software subscription businesses?

Yes. Subscription patterns are the same whether you're a SaaS company, a fitness studio, a membership organization, or a content business. The signals — payment behavior, engagement, support — apply across all of them. Many of our composite scenarios come from non-software subscription businesses.

Can I track marketing campaigns alongside customer health?

Yes. The marketing intelligence layer (synced via Zapier from Google Ads, Facebook Ads, HubSpot, and other platforms) connects spend to customer outcomes. You see which campaigns acquire customers who stay, not just which campaigns acquire customers cheaply. This is the connection most marketing dashboards miss.

What about customer success automation — sending emails, scheduling check-ins?

Incremenza generates the at-risk lists, customer success tasks, and pre-built email templates. The actual sending happens through your existing email tool (most customers use it via Zapier). Incremenza is the brain that decides who needs outreach and when. The execution layer stays where you already work.

CUSTOMER SUCCESS

Save the customers worth saving. Acquire the ones who stay.

Customer success is detection plus action. Incremenza scores every customer's health, surfaces silent churn before cancellation emails, and shows you which marketing channels deliver customers who actually stick.

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THE PROBLEM

What customer success without intelligence looks like

Churn shows up in the cancellation email

You find out a customer is leaving when they cancel. By then, the decision was made weeks earlier and your retention window has closed.

Healthy headline numbers, hidden contraction

Total revenue is up. New logos are growing. But existing customers are quietly downgrading and reducing seats — and you cannot see it in your headline number.

Acquisition channels with hidden quality differences

Some marketing channels deliver loyal customers who stay for years. Some deliver customers who churn in 30 days. You are spending the same on both because you cannot measure the difference.

HOW INCREMENZA SOLVES IT

Detection, prescription, execution — across customer and marketing data

INTELLIGENCE

See the churn forming early

Customer health scores combine payment, engagement, and support signals into one number. At-risk MRR surfaced in real time. LTV/CAC by channel reveals which acquisition spend builds a profitable customer base.

Customer health scoring with at-risk MRR totaled live
Cohort analysis and revenue nature breakdown
LTV/CAC and ROI by marketing channel

GUIDANCE

Know which customers to save, upsell, release

Your AI advisor recommends retention moves prioritized by MRR impact. Success plans for each at-risk account. Step-by-step playbooks for retention, upsell, and recovery.

My Advisor — ask anything about your customer base
Customer success plans with milestone tracking per account
Playbooks for retention, upsell, and payment recovery

AUTOMATION

Stop the manual work that hurts retention

Failed payments recovered automatically. At-risk outreach triggered when health drops. Marketing data synced from your ad platforms via Zapier. Your weekly briefing tells you what changed in your customer base.

Failed payment recovery via automated dunning
At-risk outreach triggered by health score thresholds
Marketing data synced from Google Ads, Facebook, and others via Zapier

WHAT THIS LOOKS LIKE

One discovery customer success surfaces

Momentum

The customers about to leave — before the cancellation email

Health scoring combines payment, engagement, and support signals into one number that warns you before customers go.

By the time a customer cancels, the decision was made weeks earlier. The window to save them is before the cancellation email — not after.

What this looks like

Priya runs a B2B subscription business with 240 active customers. She used to find out about churn in the cancellation reply. After connecting Stripe and her support tool, Incremenza flagged three customers as high-risk based on declining payment cadence and a spike in support tickets. She personally called each one. Two stayed after a service adjustment; one left but referred a replacement. The three retained accounts represented 84,000 in annual recurring revenue. Composite scenario based on common patterns.

This is illustrative, drawn from patterns we see across the customer base.

WHAT'S INCLUDED

Seven capabilities that make this work

Momentum

Customer health scoring

A 0–100 score per customer based on payment, engagement, and support signals — updated automatically.

Momentum

Customers at risk dashboard

A focused view of customers whose health scores have dropped — sorted by severity, with at-risk MRR totaled.

Momentum

Customer cohort analysis

Group customers by signup month, channel, industry, or plan — and see how each cohort retains and grows over time.

Momentum

LTV and CAC by channel and cohort

Track lifetime value, acquisition cost, and the ratio between them — broken down by acquisition channel and customer cohort.

Momentum

Marketing channel comparison and ROI

See which marketing channels generate profitable customers, with ROI, CPL, and CPA per channel.

Momentum

At-risk customer outreach triggered automatically

When a customer health score drops below your threshold, automated outreach reaches them before you would have noticed.

Momentum

Marketing data synced from your ad platforms

Connect once via Zapier — Google Ads, Facebook Ads, HubSpot, others — and marketing metrics flow into your dashboard automatically.

See every feature →

Want the full breakdown? See the LTV:CAC ratio detail page → or explore the metrics catalog →.

Curious how this looks for your business?

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PRICING

Customer success requires Momentum

Momentum

$149/mo (or $129/mo billed annually)

Why Momentum (not Clarity) for customer success

Customer health scoring, at-risk dashboards, cohort analysis, and LTV/CAC by channel are core to customer success — and these capabilities live in Momentum, not Clarity. Recommending Clarity for a customer success use case would be misleading. The marketing channel intelligence in Momentum is the additional reason it's the right tier.

Customer health scoring is the foundation — not available in Clarity
LTV/CAC by channel ensures you scale profitable acquisition
Marketing data sync via Zapier feeds the channel intelligence automatically

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COMMON QUESTIONS

Questions about customer success

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CUSTOMER SUCCESS

Ready to see the churn forming before it happens?

Take the free Profit Gap Assessment and get your business archetype, your Business Health Score, and a personalized roadmap. About 5 minutes. No signup.

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