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Customer Success Process Time Turner

The 5-Minute Customer Success Process Builder

What makes an excellent Customer Success team stand out from the competition? It's all about the process.

A CS process defines your customer relationship and helps your CSMs increase NRR and retain clients. With just a few questions, our interactive tool will give you a process to drive maximum impact and deploy your resources most productively.

The 5-Minute Customer Success Process Builder

Customer Success Process Time Turner

What makes an excellent Customer Success team stand out from the competition? It's all about the process.

A CS process defines your customer relationship and helps your CSMs increase NRR and retain clients. With just a few questions, our interactive tool will give you a process to drive maximum impact and deploy your resources most productively.

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First name*

Last name*

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Number of employees at your company*

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10%

Is your product a platform or a point solution?

Platform

A solution that does many things.

Point solution

A product that primarily does one thing.

20%

Does your product require customization and extensive setup or does it work right out of the box?

Requires customization and extensive setup

A solution that does many things.

Works right out of the box

A product that primarily does one thing.

30%

Is your product intended for team-wide use or for individual use?

For team-wide use

e.g., a CRM or CSP that people in multiple departments rely on to do their jobs

For individual use

e.g., a wellness app with a single end-user

40%

Does the data in your product come from integrations with other platforms or is the data created natively?

Data created from integrations with other platforms

e.g., a CRM or CSP that people in multiple departments rely on to do their jobs

Data created natively

e.g., a wellness app with a single end-user

50%

Do you have multiple product lines and upsell levers or is your product a single offering?

Multiple product lines and upsell levers

e.g., an email marketing platform that can charge by licenses, monthly email sends, and/or advanced features

A single offering

e.g., a virtual meeting platform that has a free version and a paid version

60%

Is your product a-la-carte or all-in-one?

A-la-carte

e.g. a platform that offers multiple modules or hubs that can be paid for in any combination depending on the user's needs

All-in-one

e.g. a platform that offers its full slate of features to all subscribers

70%

Do your customers have to negotiate renewals and upgrades with your team or are renewals and upgrades available in-platform?

Negotiated

e.g. a platform that offers multiple modules or hubs that can be paid for in any combination depending on the user's needs

Available in-platform

e.g. a platform that offers its full slate of features to all subscribers

80%

How many customer stakeholders are usually involved in the buying process?

Multiple people

e.g. a platform that offers multiple modules or hubs that can be paid for in any combination depending on the user's needs

Just one

e.g. a platform that offers its full slate of features to all subscribers

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90%

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