SuccessOptima
CS Practice Health Check

25 questions. 10–15 minutes of honest reflection. A clear picture of where your CS operating model has systemic gaps — and where to focus first.

About this tool

Customer Success teams struggle not because of the people in them — but because of the system around them.

This Health Check identifies whether the operating conditions for Customer Success are in place. It is built around five key areas of Customer Success as a management practice.

It does not measure individual performance. It does not judge your team. It measures whether the foundations that enable consistent, scalable, proactive Customer Success have been built.

How it works

25 statements describe what a well-functioning CS operating model looks like in practice. For each statement, indicate how much it reflects your current reality — from "Yes, completely agree" to "No, not at all." Your responses are scored across five dimensions and combined into an overall gap score. There are no right or wrong answers. The more honest your responses — the more useful your results.

How to interpret your results

Your score reflects how closely your current CS operating model matches the target state described in each statement. A higher CS Practice Score means a stronger practice in that area — not a judgment on your team, but a signal of where the operating model needs attention.

0–39% — Significant gaps. Your CS operating model has systemic weaknesses that are likely affecting NRR, team performance, and renewal predictability.
40–69% — Moderate gaps. Several foundation areas need structured attention. Prioritise the lowest-scoring dimensions first.
70–100% — Strong practice. Your foundations are largely in place. Focus on the lowest-scoring dimension.
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Free. No credit card required. You will receive a confirmation email before accessing the Health Check.