# The 5-Minute Customer Success Process Builder

What makes an excellent Customer Success team stand out from the competition? **It's all about the process.**

A CS process defines your customer relationship and helps your CSMs increase NRR and retain clients. With just a few questions, our interactive tool will give you a process to drive maximum impact and deploy your resources most productively.

## Before we get started...

1. First name*
2. Last name*
3. Work email*
4. Number of employees at your company*
5. Select number of employees

### Is your product a **platform** or a **point solution**?
- **Platform**: A solution that does many things.
- **Point solution**: A product that primarily does one thing.

### Does your product require **customization** **and extensive setup** or does it **work right out of the box**?
- **Requires customization and extensive setup**: A solution that does many things.
- **Works right out of the box**: A product that primarily does one thing.

### Is your product intended for **team-wide** use or for **individual use**?
- **For team-wide use**: e.g., a CRM or CSP that people in multiple departments rely on to do their jobs.
- **For individual use**: e.g., a wellness app with a single end-user.

### Does the data in your product come from **integrations with other platforms** or is the data **created natively**?
- **Data created from integrations with other platforms**: e.g., a CRM or CSP.
- **Data created natively**: e.g., a wellness app.

### Do you have **multiple product lines and upsell levers** or is your product a **single offering**?
- **Multiple product lines and upsell levers**: e.g., an email marketing platform.
- **A single offering**: e.g., a virtual meeting platform with free and paid versions.

### Is your product **a-la-carte** or **all-in-one**?
- **A-la-carte**: e.g., multiple modules that can be paid for in combination.
- **All-in-one**: e.g., a platform that offers its full features to all subscribers.

### Do your customers have to **negotiate renewals and upgrades** with your team or are renewals and **upgrades available in-platform**?
- **Negotiated**: e.g., a platform that offers multiple modules.
- **Available in-platform**: e.g., a platform that offers its full features.

### How many customer stakeholders are usually involved in the buying process?
- **Multiple people**: e.g., a platform with multiple modules.
- **Just one**: e.g., a platform that offers its full features to all subscribers.

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1. First name
2. Last name
3. Work Email
4. Number of employees at your company: 1-5, 6-25, 26-50, 51-100, 101-500, 501-1000, 1001+
5. CS Team Structure: Commercial, Organizational, Scaled, Technical.