Fixed-scope assessment
Adoption Gap Assessment
A focused review that compares purchased seats and modules with observed use, highlighting where training, onboarding, or commercial follow-up is warranted.
Who it is for
Customer success and sales leaders preparing renewal or expansion conversations.
Result
A gap matrix by account with plain-language talking points.
Included
- Seat and module entitlement mapping
- Usage comparison for the agreed window
- Prioritised account list for follow-up
- One written talking-points sheet
Outside this engagement
- End-user training delivery
- CRM configuration
How the work unfolds
- Align on entitlement sources and usage definitions
- Map gaps
- Prioritise accounts
- Hand over talking points
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