Proprietary Frameworks

Two frameworks.
One complete picture.

Diagnostic tools built from 20+ years of post-sale leadership. Each framework surfaces a specific category of NRR risk that most CS organizations never see coming.

Diagnostic Framework 01

CS Outcome Readiness
Framework

4 Maturity Stages
6 Evaluation Dimensions
15 Diagnostic Questions

A diagnostic that reveals whether your CS motion is built to drive outcomes or just to manage accounts. It measures the gap between what customers expect and what your organization actually delivers across six critical dimensions.

The Six Dimensions
  • →Outcome Definition & Success Planning
  • →Onboarding
  • →Customer Engagement Model
  • →Health Scoring
  • →Renewal Motion
  • →Expansion Motion
Diagnostic Framework 02

AI Revenue Risk
Framework

4 Risk Tiers
5 Functional Domains
15 Diagnostic Questions

A cross-functional diagnostic that identifies where AI is creating invisible revenue risk across your customer-facing organization. Not just whether AI is being adopted, but whether it is being used effectively and governed appropriately.

The Five Domains
  • →AI Effectiveness in CS & Account Management
  • →AI Effectiveness in Sales
  • →AI Effectiveness in Support
  • →AI Governance & Risk Controls
  • →Organizational Readiness & Change Management
Why Two Frameworks

Related problems.
Different diagnostics.

The CS Outcome Readiness Framework asks whether your post-sale motion is built to drive the outcomes customers bought and whether the mechanics of retention and expansion are functioning. The AI Revenue Risk Assessment asks a different question: Whether AI is creating blind spots, governance gaps, or effectiveness failures across your customer-facing functions that haven't surfaced in your numbers yet.

Together, they give a complete picture of where NRR is at risk and why: One from the structural and operational side, one from the AI and organizational readiness side.

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