Customer Programs Assessment Tool

The Customer Program Assessment Tool is an in-depth self-assessment designed to guide you through the process of identifying which customer programs are the best fit for your business. Covering various customer personas—Decision Makers, Champions, and End-Users—across multiple lifecycle stages such as Onboarding, Adoption, Growth, and Renewals, this assessment allows you to reflect on your current needs and challenges. Once completed, you’ll receive tailored recommendations on which programs to prioritize, ensuring they align with your specific objectives, such as reducing churn, increasing expansion, or improving customer satisfaction. Take the assessment today and discover the programs that will help you drive results and scale your customer success efforts.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Shachar Avrahami

Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.