Customer Success Audit & Maturity Evaluation
Before you can scale Customer Success, you need to understand what’s working
and what’s holding you back. Our Customer Success Audit & Maturity Evaluation is a comprehensive, diagnostic engagement that reveals the true health of your CS operations, strategy, and readiness to grow.
We assess your entire CS ecosystem of people, process, data, tooling, and customer journey. then provide a clear roadmap to optimize for retention, revenue, and efficiency.
Top rated by 100+ clients
★★★★★
Comprehensive CS Audits
Success Plan Review
KPI and metric analysis
Churn Mitigation/Risk Playbook Analysis
Cross-Functional Collaboration Reviews
Segmentation and Tiering Analysis
Most CS teams operate in silos—underfunded, unclear, and inconsistent. Without a clear picture, you’re leaving renewals and expansions to chance.
Our audits bring clarity, structure, and strategic direction, helping your team become a revenue engine, not a cost center.
Tech Stack Business Alignment
Tools Assessments
Data Integration Assessments
Support Escalation Integration Analysis
