Customer Success Platform (CSP) evaluation checklist

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CSPs aren’t all created equal so it’s your job to evaluate them against your needs. 

This template to help guide you through your CSP shopping journey.

Survey intro: Here at [COMPANY NAME], we aim to help you stay ahead of all future pricing conversations by aligning with your budgeting cycle, and understanding your procurement process. Please complete the below form to help us be

Question 1:
When does your team typically start budgeting for the next year?

Question 2:
Do you use a third party for procurement?

Question 3:
If you answered yes to the above, which procurement company are you using? (if N/A, please leave blank!)

Question 4:
Who is the correct point of contact to work with on any commercial conversations for your team?

Question 5:
Please provide your name and email 📧

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