Assessment Platinum Support

You might at this point be beyond selling Customer Institute Assessments to your client, but you will still get access to the latest versions of our marketing collateral, helping you to convince all parts of your client’s organization to support you during the assessment.

You will receive a full document pack with all latest versions of documents with each deal registered.

While being very straightforward, Customer Institute Assessment still consist of several steps towards completion. This template helps you plan the timing and the resources for each step of the assessments project.

You will receive a full document pack with all latest versions of documents with each deal registered.

Interviewing dozens or more stakeholders in your clients organization, clustered by target group, can be an intimidating task. But not with our scoring and interviewing template, which simplified audience selection, scoring, and capturing of verbatim during the interviews. The template also has the right format to submit your results to the Customer Institute for the analytics phase.

You will receive a full document pack with all latest versions of documents with each deal registered.

Being able to compare cross-industry global benchmarks from the assessment requires all of us being on the same page about what great looks like. At the Customer Institute we define the gold standard in customer and employee centricity and help you with guidance for each of the 100 dimensions on how to score high and what to deduct points for.

You will receive a full document pack with all latest versions of documents with each deal registered.

Up to three times during your project and for up to 1 hour each, you can meet with Customer Institute assessment experts and discuss topics that make your assessment even better. Be it a challenge in project organization, a second opinion on identified improvement areas, or more suggestions on how to fix an identified challenge, our experts will support you at every step of your project.

Contact us here to schedule your fee support session with an assessment expert.

Once all your interviews and evaluations have taken place, you can upload your assessment scoring & interview template into our analytics back-end. We will then:

• perform an initial QA and plausibility check of your results
• individually visualize the results of all 100 dimensions for you so that you can pick the ones you have identified as relevant for your results report
• record the anonymized results for our global benchmarking
• issue certification as Customer Institute Certified Organization for your client and provide the certificate, badge, and additional paperwork to you for presentation to your client

Once you are ready, you can upload your results here.

You are ready to summarize your findings in an inspiring report to your client’s leadership team? Well, don’t re-invent the wheel when it comes to report design and structure. Our template lets you focus on the key things to cover and lets you shine with professional visualization of profound results.

You will receive a full document pack with all latest versions of documents with each deal registered.

If minimum thresholds are exceeded in your assessment, your client automatically qualifies as a Customer Institute Certified Organization. We will provide you with the certificate, an electronic badge to display, and additional paperwork for presentation to your client

The certificate and related material will be provided to you proactively after your results submission.

You have chosen a world-leading method to assess your client’s organization and we are happy to back you during your executive report-out. If you prefer, a Customer Institute leadership member can be present during the management report-out to the client. We will make sure, all questions regarding the methodology, the institute, and the state of current global best practices are answered.

Contact us here to schedule a CI leader joining your report-out meeting.