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For Customer Success Teams

Pick the stage your customer is in.

About to deploy

Are they ready to go live?

Spot the gaps — technical, organizational, resourcing — before kickoff, so implementation doesn't stall.

Implementation Readiness Diagnostic

Onboarding

Are they getting there, and is value landing?

Track activation milestones and surface where customers get stuck. Run it during onboarding to unblock, run it just after to evaluate the experience.

Onboarding Progress

Post-Purchase Experience

Live

Are they healthy, hitting their goals, and ready to grow?

Three diagnostics for active accounts — pick the one that matches what you need to know.

Customer Health

Goal Achievement

Expansion Readiness

At risk

Are they about to leave, and can we save them?

Surface churn signals early — dissatisfaction, disengagement, competitive evaluation — and identify which accounts to prioritize for save motion.

Churn Risk Diagnostic

For specific situations

Each diagnostic is independent. Run them in parallel on different accounts.

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