Source Growth Opportunities
Step 1: Assess your customer's business capabilities, gaps, and top priorities using an interactive assessment configured using your value prop, methodology, recommendations, etc. Customers receive instant scorecard with personalized business advice and recommendations.
Step 2: Customer Success teams use the assessment results as a foundation to facilitate a business discussion with executives providing additional analysis, recommendations, and identifying new opportunities.
Step 3: Design solutions that help customers achieve their highest priority business objectives & challenges identified in Step 2.
The Customer Success Value Assessment takes 5 minutes to complete and will identify how much value your CS team is adding to customers. You will get an instant scorecard with personalized insights and recommendations to add more value and improve CS team performance.
CS shares the assessment with their prospect.
Customer completes the assessment online.
Customer immediately receives Personalized Scorecard.
CS team is automatically notified.
Discussion focuses on the results, challenges, and potential solutions.