Business challenges
- Churn and weak expansion
- Slow time to value
- Reactive account management
Typical symptoms
- Customer risk appears too late
- Onboarding varies by owner
- Value is difficult to demonstrate
Root causes
- No shared success methodology
- Fragmented customer signals
- Unclear ownership
What this Pod addresses
Customers take too long to realise value, adoption is uneven, or renewals and expansion are at risk.
Assess: the PEX Assessment gives a preliminary indication of where gaps may sit
Discover: a conversation scopes the paid two-week Diagnosis Sprint
Diagnose & Assemble: the sprint confirms the problem, designs the intervention and identifies practitioners
Deploy & Improve: a separately agreed implementation, measured against agreed indicators, then handed over
The two-week Diagnosis Sprint for Customer Success
The sprint begins once the scope is agreed and the diagnostic fee has been paid. It is separate from, and does not commit you to, implementation.
Week 1
Investigate & identify expertise
- Review relevant business data and documentation
- Conduct agreed stakeholder interviews
- Examine processes, workflows and operating practices
- Establish available performance baselines
- Investigate potential contributing constraints
- Identify the functional expertise required
- Search for and evaluate practitioners with relevant industry and functional experience
Week 2
Validate, evaluate practitioners & plan
- Consolidate and prioritise findings and constraints
- Develop the recommended intervention
- Define the proposed Pod structure and roles
- Review practitioner profiles and experience
- Discuss practitioner availability and proposed terms
- Build the roadmap, deliverables, milestones and success measures
- Prepare the implementation commercial proposal
Potential diagnostic activities for this Pod
Not a fixed checklist. The agreed scope decides which activities are carried out.
- Review onboarding and customer journey workflows
- Examine product adoption and customer health signals
- Analyse churn and renewal patterns where data exists
- Review customer handoffs and escalation practices
Your Business Performance Diagnosis & Intervention Plan
A structured report delivered at the end of the two weeks, covering six areas.
Business performance diagnosis
Objectives, the problem investigated, findings, identified gaps, supporting evidence, contributing constraints and limitations.
Recommended intervention
What needs to change and why, functions and workflows involved, sequence, priorities, dependencies and risks.
Proposed practitioner profiles
Background, industry and functional experience, proposed role, responsibilities, availability status and proposed arrangement.
Proposed Pod structure
The roles required and why each one is needed. Not every engagement needs every role.
Implementation roadmap
Scope, activities, milestones, deliverables, responsibilities, duration, your dependencies, governance and the commercial proposal.
Measurement framework
Relevant indicators and baselines where data exists. Targets are agreed with you; no outcomes are guaranteed.
Practitioners Matched to Your Business Problem
GETPX identifies the functional expertise required to address the diagnosed problem, then evaluates suitable practitioners based on industry experience, functional capability, intervention requirements and availability.
Recurring-revenue and service businesses need practitioners who have run onboarding, renewals and account growth in a similar customer model.
Proposed practitioners are identified and evaluated during the Diagnosis Sprint. Final appointments are subject to availability, client approval and agreed commercial terms.
- 01Define the diagnosed problem and required outcomes
- 02Identify the functional capabilities needed
- 03Determine the roles required for implementation
- 04Identify practitioners with relevant industry experience
- 05Review relevant experience and suitability
- 06Confirm availability and proposed responsibilities
- 07Present proposed practitioner profiles to you
- 08Finalise appointments after you approve the proposal and agreements are completed
How a Pod is configured
Roles are proposed in the diagnosis report. Each is marked proposed until the practitioner has confirmed availability and agreements are in place.
Pod Lead
Owns delivery, governance and reporting against the agreed plan.
Functional specialist(s)
Brings the hands-on expertise the problem requires, for example Customer Success, Customer Operations, Account Management.
Capability Coach
Builds the skills and routines needed for changes to stick.
Data Analyst
Establishes baselines and tracks agreed indicators.
AI & Automation Specialist
Included only where the diagnosis shows automation fits the workflow.
What each proposed practitioner profile includes
Profiles are prepared for your engagement only, from verified information. Status labels used: Proposed, Availability confirmed, Appointed.
- Name
- Professional background
- Relevant industry experience
- Functional expertise
- Relevant previous roles or engagements (where verifiable)
- Proposed role in the Pod
- Responsibilities and expected contribution
- Availability status
- Proposed engagement arrangement
Potential deliverables
- Customer journey review
- Onboarding improvements
- Customer success playbooks
- Renewal and risk-review framework
- Measurement plan
How progress is measured
- Time to first value
- Adoption indicators
- Gross and net retention
- Renewal rate
- Escalation volume
Ideal organisations
- Recurring-revenue businesses
- Growing CS teams
- Businesses with retention pressure
Deliverables and indicators are examples. The deliverables in your engagement are those agreed in the implementation proposal; baselines are set where data exists and targets are agreed with you.
Practitioner expertise this Pod may draw on
A clear commercial model
The diagnostic fee and implementation fees are separate. Fees are scoped to each engagement during discovery; duration depends on the agreed scope.
Assessment
Free preliminary indication of potential performance gaps.
Discovery
Clarifies the problem and whether a paid diagnostic is appropriate.
Diagnosis Sprint
Two-week paid engagement. Fee agreed and payable in advance.
Diagnostic output
Diagnosis report, intervention, practitioner profiles, Pod configuration, roadmap and commercial proposal.
Implementation
Separate engagement and fee, only after you accept the proposal. No obligation to proceed.
Handover
Completed according to the agreed implementation scope.
Next step: scope your Diagnosis Sprint
Take the PEX Assessment for a preliminary view, or book a discovery conversation to scope the paid two-week sprint.
Schedule Discovery Conversation