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Assessment

Find out where your adoption is leaking.

A fixed-scope diagnostic of your post-sale motion — the productized first step of how we work. We show you where value is slipping, what it's costing your GRR and NRR, and the roadmap to fix it.

You can't fix what you can't see.

Most churn isn't a product problem — it's a post-sale one, and it's invisible until the renewal. The assessment makes it visible: a clear, evidence-based read on your journey, taxonomy, adoption, and automation, so you know exactly where to act first.

What you get

A clear diagnosis, and a plan.

Discovery across your book

Interviews and data review across CS, onboarding, product, and support — how customers really move, not how the org wishes they did.

A four-lever diagnostic

Your journey, taxonomy, adoption strategy, and AI/automation readiness — scored and evidenced, not guessed.

Quantified risk & opportunity

Where GRR and NRR are leaking today, and what closing each gap is actually worth.

A prioritized roadmap

The sequenced plan to fix it — what to do first, who owns it, and how you'll measure it.

How it works

A few focused weeks.

01

Kickoff & data

We align on your goals and pull the usage, health, and lifecycle signals.

02

Diagnose

Interviews and review across the four levers to find where value leaks.

03

Readout & roadmap

A working session on the findings — quantified, with a prioritized plan.

It's a fixed-scope engagement, and if you go on to a full engagement, the assessment fee is credited toward it. Book a call and we'll scope it to your business.

Not ready for the full assessment?

Take the free 2-minute scorecard and get an instant read on where your post-sale motion stands.

Take the free scorecard

Ready to see where adoption is leaking?

Book a meeting with Stuart to scope your assessment — or email us with a bit about your product and customers.