Customer Health Tracker

Claude AI · Sentiment scoring · Excel export

Browser-only · No server needed

1 — Upload your HubSpot exports

📋

Tickets CSV

bfb_ticketpull.csv

🏢

Companies CSV

hubspot-crm-exports-all-companies.csv

2 — Anthropic API Key

API Key console.anthropic.com

3 — Customer segment

Cloud DSN Cloud only v30 DSN v30 only All Cloud + v30

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📋 Column Requirements

🏢

Companies CSV

Company name

REQ

(Company) Client Status

REQ

Current PMS

REQ

Record ID

REQ

Current ARR (First Created)

OPT

Current ARR (Most Recent)

OPT

Number of Locations

OPT

Number of Doctors

OPT

Last Contacted

OPT

Last Logged Outgoing Email Date

OPT

Billing State

OPT

Company owner

OPT

🎫

Tickets CSV

Ticket ID

REQ

Ticket name

REQ

Ticket description

REQ

Ticket status

REQ

Associated Company (Primary)

REQ

Pipeline

REQ

Create date

OPT

Ticket Sentiment

OPT

Priority

OPT

Ticket owner

OPT

📤

How to export from HubSpot

Companies

Go to CRM → Companies
Click Actions → Export
Select all columns listed as REQ above, plus any OPT ones you want
Export as .csv

Tickets

Go to CRM → Tickets
Click Actions → Export
Make sure Ticket description is included — it's not in the default export
Export as .csv

🎯

Sentiment Scale

Positive / neutral

Mild concern

Frustrated

Very frustrated

Critical / data loss