Customer Success Platform Evaluation Checklist Form
Assess a platform’s fit for your team’s customer success needs.
Organization name
*
Evaluator name and role
*
Platform being evaluated
*
Evaluation goals and use cases
*
Onboarding
Adoption
Retention
Renewals
Expansion
Customer support
Other
Capability ratings
*
Rows
Rating
Customer health scoring
Not evaluated
Poor
Fair
Good
Very good
Excellent
Segmentation
Not evaluated
Poor
Fair
Good
Very good
Excellent
Lifecycle/journey automation
Not evaluated
Poor
Fair
Good
Very good
Excellent
Playbooks
Not evaluated
Poor
Fair
Good
Very good
Excellent
Feedback collection
Not evaluated
Poor
Fair
Good
Very good
Excellent
Team collaboration
Not evaluated
Poor
Fair
Good
Very good
Excellent
Integration fit — describe your current systems and integration needs
*
Implementation and onboarding fit
*
Rows
Rating
Brief explanation
Implementation and onboarding fit
Not evaluated
Poor
Fair
Good
Very good
Excellent
Analytics and reporting fit
*
Rows
Rating
Brief explanation
Analytics and reporting fit
Not evaluated
Poor
Fair
Good
Very good
Excellent
Commercial fit
*
Rows
Rating
Brief explanation
Commercial fit
Not evaluated
Poor
Fair
Good
Very good
Excellent
Overall recommendation and key considerations
*
Submit evaluation
Should be Empty: