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Your Customer Success program has been up and running for a while now. Now you are ready to increase your recurring Net Revenue Retention (NRR) and Life Time Value (LTV). You want boost your business performance and maximize your customer’s value and improve their experience.
We will compare over 30 aspects of your Customer Success program with the best performing businesses across the eight dimensions of the Customer Success Performance Index™:

The Customer Success Performance Index™

Alignment: Where is Customer Success in the organization? For instance, how does you Customer Success influence corporate processes and policies across the Product, Sales, Marketing, Finance and Legal teams?

Team: We assess the services and capabilities your Customer Success team provides. For example, are you responsible for Account Management, Professional Services, Training and Onboarding, Support, Sales and Customer Success Management?

Segmentation: Your customer may not view the world through your eyes. Therefore we look at your segmentation approach. Do you use internal criteria such as ARR or Industry or do you segment by customer objectives? What decisions and behaviors are triggered by your segmentation?

Playbook: Your Playbooks could contain many steps, scenarios, and events or just a few. How do you apply your Plabooks across the customer journey to capture the maximum LTV? Do you standardize your set of Playbooks? Is your customer involved in mapping their customer journey?

Resources: Youyr customer’s success depends on the resources that you provide. You cluld have too many or not enough, or not the correct ones. How do you manage and apply knowledge of best practices, how can customers learn how to configure and use your solution to maximize their value? Who in your company is responsible for the creation and marketing of Customer Success-specific artifacts?

Onboarding: How are you helping your customer to ramp up to full productivity? Do you have paid services, partners, DIY guides, self-help sources and communities to cater to different needs and expectations?

Relationship: On one hand you want to engage with each of your customers . On the other hand you have limited resources. In other words, you could spend too much, not enough or not at all and wait for the customer to reach out to you! Above all, how does your customer determine that they are achieving the expected value?

ROI: How and when do you demonstrate that your solution generates value. Are you capturing in-app telemetry, use data from your CRM, Helpdesk, Marketing Automation systems and external feeds? Do you have specific playbooks for scenarios that indicate excellence or churn. Do you leverage predictive analytics or your CSM’s gut feeling? How focused are you on your customer success and your profitability?
CStuners Customer Success Consulting wordcloud

CSTuners Assessment and Action Plan

CStuners Customer Success Consulting Assessment
CStuners Customer Success Consulting Assessment

Going through all these aspects and many more becomes a daunting task. We help you to prioritize and focus on those areas with the biggest impact on your NRR. How do we know? We compared the Business performance and Customer Success maturity of over 100 companies and know what the top performers are doing different from the rest.

Interested? Get in touch

First we assess where you excel, where you are on par and where you have room to grow. After that, we present you with a strategic migration plan. As a last step, we help you with your Customer Success transformation.

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