Onboarding Success Audit

This Onboarding Success Audit report was designed to help our customers evaluate their current ClientSuccess deployment following the 6 weeks of onboarding. While it takes time to leverage every aspect of ClientSuccess this audit will serve as a great resource for you and your team to build off of.

This report analyzes 7 core categories to measure the effectiveness of your platform setup and use cases. Each category represents a set number of maximum points and your score will be out of 160 points. The report will provide your actual score and your percentage along with our top 3 - 5 recommendations to help you continue your success with ClientSuccess.

#1 Complete 360 View of the Customer

One of the primary pain points we hear from customers is that it's impossible to manage their customers with out a complete picture inclusive of all of their data, engagements, sentiment, usage/adoption and performance. ClientSuccess gives you the ability to combine all of that data into an easy to review canvas that allows for easy and impactful customer management.

Does your deployment meet these requirements?

#2 Customer Health

Understanding the health of your customers will enable your CSMs to properly mitigate risk and capitalize on opportunities. Having a well structured and accurate health score for your various customer segments in conjunction with CSM and Customer sentiment will give a strong picture of the partnership.

Does your deployment meet these requirements?

#3 Lifecycle & Process Management

In order to have your CSMs execute a flawless customer lifecycle for your customers, you have have the entire lifecycle process clearly mapped out in ClientSuccess. Do you have the customer journey mapped out? Are risk and lifecycle playbooks created? Have you created email templates in 1:Many? All these items will have you manage your customers more effectively.

Does your deployment meet these requirements?

#4 Revenue Management

Many Customer Success teams are tired of trying to manage revenue in a CRM - it disrupts their workflow, it's overly complicated, it doesn't allow you to manage to CS metrics and makes forecasting a challenge. ClientSuccess allows you the ability to manage and track all renewals, upsells and expansions easily right inline with all of your customer data.

Does your deployment meet these requirements?

#5 Automations for Efficiency

Most organizations are working to help their CSMs reallocate their time to focus on strategic, value driven work. Automations in ClientSuccess allow you to reduce time and effort doing "repeatable" work so your team can focus on customers not busy work.

Does your deployment meet these requirements?

#6 Building Customer Centricity

Too often Customer Success teams feel as if they are working in a silo and that their cross-functional peers do not have visibility into customer health, sentiment and performance. ClientSuccess can assist with breaking down these silos using te products that already exist in your company tech stack.

Does your deployment meet these requirements?

#7 Enablement and Usage

The problem with most software is that after investing tons of time and money it quickly becomes shelfware. Deploying new technology into a business requires change management to ensure its success. Start by educating and enabling your team on the value of the technology and then make sure they are adopting it effectively.

Does your deployment meet these requirements?

[PORTAL] ClientSuccess Onboarding - Success Audit

Up Next: Stage 8 - End User Training

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