6 Minutes · 8 Dimensions · 32 Metrics

Is your CS function built to retain?

The CS Operating Maturity Diagnostic scores your Customer Success organisation across 8 operating dimensions, surfaces your top three gaps, and delivers a 90-day plan tailored to your tier, from foundation to AI-native.

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Block · Pilot · Scale · AI Native, find your tier instantly

What we measure

Eight operating dimensions, thirty-two metrics.

Each dimension is weighted by its leverage on retention. Top-decile orgs score evenly; fragile orgs spike on one and crater on the rest.

Dimension 01
15pts
Account Segmentation & Coverage

Whether your book is intentionally tiered and whether coverage matches contract value, expansion potential, and risk.

Dimension 02
10pts
Health Score & Risk Signal Quality

Whether your health score is a leading indicator, calibrated against actual churn, or theatre dressed up as a dashboard.

Dimension 03
15pts
Onboarding & Time-to-Value

Whether the first 90 days run on a deterministic playbook with measured TTV, or on hand-waved goodwill.

Dimension 04
10pts
Stakeholder Mapping Discipline

Whether you can name the four people who actually control renewal, or whether you only know the champion.

Dimension 05
15pts
Renewal & Expansion Forecasting

Whether your 90/60/30-day forecast holds inside ±5% and whether CS owns expansion explicitly, not by influence.

Dimension 06
10pts
Escalation Playbook Maturity

Whether a Sev 1/2 account triggers a sequenced, exec-tested protocol, or whether everyone improvises in Slack.

Dimension 07
15pts
QBR & Value Realisation Reporting

Whether QBRs produce decisions and quantified ROI, or status slides with adoption screenshots.

Dimension 08
10pts
AI & Automation in the CS Motion

Whether you have a sequenced AI roadmap with production use cases, or a Slack channel of vendor demos.

External Research

"The median SaaS company loses 13% of ARR to churn and downsell every year. Top-decile retention orgs lose less than 4%."

, SaaS Capital Retention Benchmarks, 2024

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