Customer Success Audit

An independent review of how your business retains and grows customers.

Discover how AI can help create better customer experiences, reduce churn and help your Customer Success team scale.

As businesses grow, so does the complexity of looking after customers. Processes evolve, teams expand and responsibilities become shared across Sales, Customer Success, Support and Product. Over time, it can become difficult to know what's working well, where customers are experiencing friction and where your biggest opportunities for improvement really are.


Whether you already have a dedicated Customer Success team or customer ownership sits across different departments, this audit provides an experienced, independent perspective on how your business supports, retains and grows customers.


Over 4 weeks, we'll assess every stage of your post-sale customer experience - from onboarding and adoption through to renewals, expansion and customer advocacy before providing practical, prioritised recommendations for improvement.



Customer Success Audit

Fixed Fee Engagement

Each audit is priced on a fixed-fee basis following an initial discovery call, with the investment reflecting the scope and complexity of your business

Delivered over 4 weeks
Remote or On Site
Executive Presentation
90 - Day Roadmap


Expected Outcomes

An independent assessment of post - sale customer experience
A clear understanding of what's working well and where improvements can be made
Practical recommendations prioritised by impact
A roadmap to improve customer retention and Net Revenue Retention (NRR)
Greater confidence in future Customer Success investment and priorities
Executive-level insight to support better decision making


Customer Success Audit

Fixed Fee Engagement

Each audit is priced on a fixed-fee basis following an initial discovery call, with the investment reflecting the scope and complexity of your business

Delivered over 4 weeks
Remote or On Site
Executive Presentation
90 - Day Roadmap


Expected Outcomes

An independent assessment of post - sale customer experience
A clear understanding of what's working well and where improvements can be made
Practical recommendations prioritised by impact
A roadmap to improve customer retention and Net Revenue Retention (NRR)
Greater confidence in future Customer Success investment and priorities
Executive-level insight to support better decision making


Customer Success Audit

Fixed Fee Engagement

Each audit is priced on a fixed-fee basis following an initial discovery call, with the investment reflecting the scope and complexity of your business

Delivered over 4 weeks
Remote or On Site
Executive Presentation
90 - Day Roadmap


Expected Outcomes

An independent assessment of post - sale customer experience
A clear understanding of what's working well and where improvements can be made
Practical recommendations prioritised by impact
A roadmap to improve customer retention and Net Revenue Retention (NRR)
Greater confidence in future Customer Success investment and priorities
Executive-level insight to support better decision making



What's Included

Customer Strategy

Ideal Customer Profile (ICP) Customer Segmentation Customer Lifecycle Success Metrics Executive reporting

Customer Strategy

Ideal Customer Profile (ICP) Customer Segmentation Customer Lifecycle Success Metrics Executive reporting

Customer Journey

Onboarding Time to Value Customer Adoption Success Planning Renewals & Expansion

Customer Journey

Onboarding Time to Value Customer Adoption Success Planning Renewals & Expansion

Commercial Performance

Customer Churn (Logo & Revenue) Net Revenue Retention (NRR) Customer Health Customer Satisfaction Expansion Revenue

Commercial Performance

Customer Churn (Logo & Revenue) Net Revenue Retention (NRR) Customer Health Customer Satisfaction Expansion Revenue

Processes

Handover Processes Customer Playbooks Renewal Processes Churn Risk & Hypercare QBR Framework

Processes

Handover Processes Customer Playbooks Renewal Processes Churn Risk & Hypercare QBR Framework

Systems & AI

CRM Customer & Support Systems Reporting & Dashboards Automation AI opportunities

Systems & AI

CRM Customer & Support Systems Reporting & Dashboards Automation AI opportunities

People & Organisation

Team Structure Roles & Responsibilities Customer Ownership Cross-Functional Collaboration Skills & Capability

People & Organisation

Team Structure Roles & Responsibilities Customer Ownership Cross-Functional Collaboration Skills & Capability

How it Works

A proven process designed to bring clarity, structure, and measurable improvements.

discovery in Audit

01

Discovery

We'll take time to understand your business, your customers and your commercial objectives through stakeholder conversations, documentation and data.

discovery in Audit

01

Discovery

We'll take time to understand your business, your customers and your commercial objectives through stakeholder conversations, documentation and data.

discovery in Audit

01

Discovery

We'll take time to understand your business, your customers and your commercial objectives through stakeholder conversations, documentation and data.

Hands-on Customer Success leadership helping SaaS teams move from reactive to intentional CS

02

Assessment

We'll review each area of your customer operation, identifying strengths, risks and opportunities.

Hands-on Customer Success leadership helping SaaS teams move from reactive to intentional CS

02

Assessment

We'll review each area of your customer operation, identifying strengths, risks and opportunities.

Hands-on Customer Success leadership helping SaaS teams move from reactive to intentional CS

02

Assessment

We'll review each area of your customer operation, identifying strengths, risks and opportunities.

Customer Success consulting process supporting SaaS founders to reduce churn and improve NRR

03

Recommendations

We'll develop practical recommendations, prioritised according to business impact and ease of implementation.

Customer Success consulting process supporting SaaS founders to reduce churn and improve NRR

03

Recommendations

We'll develop practical recommendations, prioritised according to business impact and ease of implementation.

Customer Success consulting process supporting SaaS founders to reduce churn and improve NRR

03

Recommendations

We'll develop practical recommendations, prioritised according to business impact and ease of implementation.

Showing how Elevate Customer Success partners with SaaS companies to design and implement scalable CS foundations

04

Executive Presentation

We'll present our findings, discuss the recommendations and provide a clear roadmap for the next 90 days.

Showing how Elevate Customer Success partners with SaaS companies to design and implement scalable CS foundations

04

Executive Presentation

We'll present our findings, discuss the recommendations and provide a clear roadmap for the next 90 days.

Showing how Elevate Customer Success partners with SaaS companies to design and implement scalable CS foundations

04

Executive Presentation

We'll present our findings, discuss the recommendations and provide a clear roadmap for the next 90 days.

NOT READY FOR A FULL CUSTOMER SUCCESS AUDIT?

NOT READY FOR A FULL CUSTOMER SUCCESS AUDIT?

Start with a free 2-minute Customer Success Health Check

Start with a free 2-minute Customer Success Health Check

Get an instant view of how well your Customer Success function is supporting retention and growth and the areas that may need your attention first.

Takes around 2 minutes

Instant results

Identifies your priority areas

No commitment

Your results can also give us a useful starting point for a full Customer Success Audit.

Customer Success Health Score results

Contact us

Find out if a Customer Success Audit is right for your business.

Book a discovery call to discuss your business, your goals and whether a Customer Success Audit is the right fit.

AI Customer Success strategy session