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Your Info

Company Profile

Please choose ONLY one

Your Priorities

Please rank the following goal priorities from 1 (highest) to 6 (lowest)

AI & Technical Readiness

Technical Infrastructure: Select the option that best describes your organization's current technical setup

Please choose your infrastructure level

Data Management: Describe how your organization currently handles data

Select your data management approach

AI Implementation: Indicate your organization's current level of AI adoption

Select your AI implementation level

Team AI Knowledge: Assess your team's current understanding and use of AI

Select your team's AI knowledge level

AI & Technical Readiness

Development Resources: Evaluate your organization's technical development capacity"

Select your development resources level

System Integration: Assess your systems' current level of integration

Select your integration maturity level

Technical Documentation: Evaluate your technical documentation status

Select your documentation level

Current Customer Success Maturity

Customer Success Organization Structure: Select the option that best describes your customer success organization

Select your CS organization level

Customer Success Integration: Evaluate your customer success integration across the organization

Select your CS integration level

Success Metrics Currently Tracked: Select all metrics currently tracked

Resource Availability

Budget Allocation for Technology: Select your organization's technology budget allocation

Select your technology budget level

Implementation Capacity: Evaluate your organization's capacity to implement new solutions

Select your implementation capacity

Executive Support: Assess your organization's executive support for AI initiatives

Select your executive support level

Integration Challenges

Data Integration: Evaluate your organization's data integration capabilities

Select your data integration level

Process Integration: Assess your organization's process integration maturity

Select your process integration level

Customer Experience: Evaluate your customer experience integration

Select your CX integration level

Additional Information

Select your desired timeline

If there is any addtional information you'd like to share, please do so below. This could include:

  • Specific challenges you're facing

  • Priority projects or initiatives

  • Timeline considerations

  • Budget parameters

  • Team structure details

  • Current technology stack

  • Additional context about your answers

Select your expected budget range

Once you have added any additional thoughts or context, please click the submit button to complete your assessment & get your results.

Thank you!

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