Status Report

Value of This Blueprint

Capturing subjective customer sentiment consistently—and tracking how it changes over time—enables teams to understand leading indicators of churn or growth. This blueprint provides a simple, structured way to log and analyze customer status reports.

High-Level Strategy

Creates a repeatable mechanism for capturing qualitative insights:

• Introduces a custom Status Report object with predefined fields
• Encourages consistent updates by CSMs at set intervals
• Builds historical visibility into sentiment trends and turning points

Technical Guidance

No prerequisites required, though most valuable for mature teams with established account ownership and review rhythms.

What’s Included in This Blueprint

• Status Report Custom Object
• Predefined Object Fields (Sentiment, Risk Level, Key Notes)
• Status Report Documentation Template