Customer Success Assessment

The stories, tools, and templates you’ll find in Competing for Customers have been employed by some of the most successful business leaders around. The Customer Success Assessment Instrument (full version found in the book), and this quick online version, provide you with a way to gauge to what degree customer success is part of your organizational DNA. The output will provide you with insight on where you stack up today and some initial recommendations to help you improve.​​

The assessment focuses on the three pillars of customer success:


Listen: Truly understand the voice of the customer, what it means for your customers to succeed with your offerings, and how effectively they are adopting your solution;


Engage: Start a productive dialogue in a language your customers care about, collaborate to solve problems, and promote awareness of your value; and

Ensure: Innovate to deliver on your promises, prove it to the customer, and proactively take action to increase the likelihood they will achieve results.


Click on the buttons below to access the online assessment tool or the Customer Success Questionnaire.