A Customer Journey Assessment is usually 1-2 weeks in length. We will meet with your team, interview internal and external stakeholders as well as customers. The goal is to understand what is currently working and what needs to be optimized for your growth. From there we will put together an action plan that can be addressed internally and externally.

• Explore existing Implementation & Customer Success team, structure, and approaches

• Stakeholder Interviews customers, internal teams

• Competitive review & custom analysis

• Provide expert recommendations & guidance

• Align with industry best practices

• Capture obstacles & prescribe fixes

• Determine success criteria & key metrics expectations