Discovery Assessment

The Customer Imperative Discovery Assessment provides clients with access to a Customer Success Executive – Jay Nathan – for one full day, onsite or remote via video conference. This includes preparation calls and a 90-day post-assessment check in call.

During the assessment we’ll review the details of your business through the lens of the customer lifecycle. Together, we’ll identify where opportunities exist to drive user engagement with your product, increase customer retention, expand revenue and leverage customer advocacy.

We’ll cover the following areas:

  • Business objectives
  • Customer lifecycle
  • Go to market strategy
  • Customer operations alignment with
    • Sales
    • Marketing
    • Product
    • Engineering
    • Finance
  • Account ownership & handoffs
  • User onboarding and training
  • Customer & user adoption
  • Renewal process
  • Upsell & cross sell
  • Team roles & responsibilities
  • Customer platforms, e.g. CRM, help ticketing, etc.

The result of a Discovery Assessment is a 120-minute executive summary call to discuss findings, review and prioritize opportunities and define next steps.

The Customer Success Discovery Assessment requires an investment of $5,000 plus applicable travel costs.

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