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Revenue Architecture & Customer Success Quick Scan

This assessment helps you understand how well your revenue engine and Customer Success setup are built to scale.

You will rate each statement on a 6-point scale, based on how true it is for your business today.

There are no right or wrong answers. The value comes from being honest.

1 = Not true at all 2 = Mostly not true 3 = Partly true 4 = Mostly true 5 = Very true 6 = Fully true and consistent

Time to complete: 5 minutes.

First Name.

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Surname.

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Phonenumber.

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Email.

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Company Name.

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Company Size

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Annual Recurring Revenue

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Revenue Engine & RevOps Assessment

This section of the survey assesses the readiness of your Revenue Engine & Predictability

ICP and segmentation clarity - ICP and segments are clearly defined and used across the business.

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Not true at allFully true and consistent

Pricing and packaging logic - Pricing reflects customer value and usage.

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Not true at allFully true and consistent

Revenue ownership model - Revenue ownership is clearly defined across Sales, CS, and Finance.

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Not true at allFully true and consistent

Go-to-market alignment - Marketing, Sales, and CS are aligned on revenue assumptions.

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Not true at allFully true and consistent

Team handoffs - Handoffs between teams are predictable and well-owned.

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Not true at allFully true and consistent

CRM reliability - The CRM is trusted as a source of truth.

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Not true at allFully true and consistent

Forecast accuracy - Revenue forecasts are accurate and trusted.

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Not true at allFully true and consistent

RevOps data model - ARR, NRR, churn, and expansion data are clearly modeled.

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Not true at allFully true and consistent

Reporting for decisions - Revenue reports support real trade-offs and decisions.

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Not true at allFully true and consistent

Unit economics visibility - CAC, payback, margin, and LTV are understood by segment.

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Not true at allFully true and consistent

Playbooks and standards - Revenue playbooks are defined and consistently followed.

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Not true at allFully true and consistent

Automation and tooling - Systems reduce manual work and errors across revenue flow.

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Not true at allFully true and consistent

Expansion motion ownership - Expansion is clearly owned, forecasted, and measured.

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Not true at allFully true and consistent

Customer Success Foundations & Scale

This section of the survey assesses tbe readiness and state of your Customer Success organisation and team's operations.

Role clarity and ownership - Post-sales roles are clearly defined, with clear ownership and measurable outcomes per role.

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Not true at allFully true and consistent

Leadership and accountability - Leadership sets clear priorities for Customer Success and follows through on decisions.

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Not true at allFully true and consistent

Team engagement and culture - Teams are aligned around customer outcomes and feel ownership for results.

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Not true at allFully true and consistent

Data quality and access - Customer data is accurate, trusted, and easily accessible for daily work.

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Not true at allFully true and consistent

Customer Success maturity - Customer Success follows a consistent and repeatable approach across customers.

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Not true at allFully true and consistent

Customer journey design - The end-to-end customer journey is clearly defined and actively used.

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Not true at allFully true and consistent

Performance management - Individual and team performance is tracked against clear outcomes.

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Not true at allFully true and consistent

Reporting and visibility - Dashboards and reports support clear decision-making.

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Not true at allFully true and consistent

Customer health scoring - Customer health scores reliably predict risk and opportunity.

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Not true at allFully true and consistent

Renewal management - Renewals are predictable, well-owned, and proactively managed.

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Not true at allFully true and consistent

Churn prevention - Churn risks are identified early and addressed before renewal.

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Not true at allFully true and consistent

Expansion readiness - Expansion opportunities are consistently identified and acted on.

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Not true at allFully true and consistent

Automation and scale - Workflows are automated to support growth without adding headcount.

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Not true at allFully true and consistent

Segmentation and coverage model - Customer Success effort is segmented by customer value and risk.

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Not true at allFully true and consistent

Thank you for completing this Quick Scan, I am looking forward discussing the results with you!