Supercharge Your Customer Health Scores with "AND" Logic
A cluttered pipeline kills forecast accuracy. When deals sit idle, lack close dates, or have no defined next steps, your revenue prediction becomes a guessing game.
The Update: HubSpot has officially added "AND" logic to scoring properties.
The Problem: Previously, HubSpot scoring was largely additive (e.g., "If they visit the pricing page, add 10 points" OR "If they open an email, add 5 points"). This often led to inflated scores where a contact could rack up points for random activities without actually showing high intent or health.
The Hack: Use the new "AND" logic to build Precision Health Scores in Service Hub. Instead of rewarding isolated actions, reward verified patterns of behaviour.
How to do it: Don't just give points for logging in. Give points for meaningful usage.
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❌ The Old Way (OR Logic):
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Criteria A: Last seen less than 7 days ago (+10 points)
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Criteria B: Used "Feature X" (+10 points)
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Result: A user who logged in but didn't use the feature still gets 10 points.
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✅ The New Way (AND Logic):
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Criteria: Last seen less than 7 days ago AND Used "Feature X" greater than 5 times.
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Score: +20 points.
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Result: You only reward users who are active and engaged.
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Why this wins: This is game-changing for Customer Success. It allows you to filter out the "noise" in your data and identify true customer health, ensuring your team only intervenes or upsells when the conditions are exactly right.
