CSM Insight
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      • DeepCrawl (CS Consulting)
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      • SafetyCulture (CS Audit)
      • Gordian (CS Training)
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Customer Success Check-Up

To increase customer value you need to ensure that your Customer Success teams are operating at maximum efficiency.  CSM Insight offers an objective and thorough "check-up" of your entire CS organisation and provides detailed guidance on where improvements can be made - both today and in the future.

Just like taking your car into a mechanic for a routine check-up, it can diagnose issues before they become actual problems that will effect customer health, churn and future growth.  Most importantly, it will ensure that you can continue to deliver the outcomes that your customers require and expect.
Read the Case Study

Core Benefits
Recognise the deficiencies of your existing CS processes
​Understand what corrective action needs to be taken
Future-proof your CS organisation​
3-Step Process
Investigation:
​1-2 Day Office Visit 
​Analysis:
Review the Results
​​Recommendations:
Share Findings
Ready to get started?

The ​​​Customer Success Check Up includes:
Picture
Reviewing the structure of your Customer Success team to understand:
  • Role definitions and compensations plans
  • Team goals and KPIs (​Key Performance Indicators)
  • Workloads of individual team-members
A "deep-dive" of your Customer Success processes which includes:
  • ​Hand-offs between CS & different groups (e.g. Sales, Product, Marketing)
  • Customer on-boarding processes
  • Segmentation (e.g. High/Low/Tech Touch) and engagement strategies
  • How customer feedback is captured and put to effective use
  • Mapping the customer "journey"
  • Capturing success criteria from the customer 
Picture
Investigating the availability of critical data & tools:
  • ​​How key customer events/interactions are being documented
  • Whether critical product adoption data is being collected
  • How customer health is being monitored (e.g. health-scores) en-masse
  • The metrics used to determine CS effectiveness (internally & externally)
Actionable insight:
  • A full report listing the challenges of the existing CS strategies and recommendations for improvement (today and in the future)
  • Whether CS technology is appropriate for your business
  • ​How automation can assist your CSMs prioritise their daily workload
  • Resources available to help implement the recommendations

 
    Want to talk about running a Customer Success Check-Up within your business?  Let us know.
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CSM Insight Ltd (Company No: ​11096968)  Privacy Policy
  • Home
  • Win, Loss & Churn Analysis
    • Introduction
    • For Sales
    • For Customer Success
    • For Marketing
    • For Product Management
  • Customer Success Services
    • Consultancy
    • CS Check-Up
    • Training
  • Resources
    • Blogs
    • Podcasts
  • About
    • Background
    • Client Testimonials
    • Case Studies >
      • DeepCrawl (CS Consulting)
      • ON24 (Win, Loss & Churn Analysis)
      • Leyton (Win, Loss & Churn Analysis)
      • SafetyCulture (CS Audit)
      • Gordian (CS Training)
  • Contact