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Customer Success Health Check – Self-Assessment

This 2-minute self-assessment helps you evaluate how well your CS function is performing, and where tools like ImpactCraft can help.

Please enter your name

Email address

Company name

For each of the following questions, answer as:

1 – Strongly Disagree

2 – Disagree

3 – Neutral

4 – Agree

5 – Strongly Agree

Our CS team has a unified and real-time view of customer health, usage, and account history.

Our CS team has a unified and real-time view of customer health, usage, and account history.
A
B
C
D
E

We can quickly identify which customers need immediate attention and which are at risk of churn.

We can quickly identify which customers need immediate attention and which are at risk of churn.
A
B
C
D
E

Our CS team can handle the current customer load without constantly firefighting.

Our CS team can handle the current customer load without constantly firefighting.
A
B
C
D
E

We can easily identify upsell or cross-sell opportunities based on customer behavior or engagement signals.

We can easily identify upsell or cross-sell opportunities based on customer behavior or engagement signals.
A
B
C
D
E

The tools we use help automate routine tasks and provide timely, actionable insights.

The tools we use help automate routine tasks and provide timely, actionable insights.
A
B
C
D
E

Our CS, Sales, and Product teams collaborate effectively using shared data and goals.

Our CS, Sales, and Product teams collaborate effectively using shared data and goals.
A
B
C
D
E

We consistently track and report on key customer success metrics like NRR, churn, and time-to-value.

We consistently track and report on key customer success metrics like NRR, churn, and time-to-value.
A
B
C
D
E