Last updated: 2026-03-15
By Alexis (Gompf) Neal — Executive Operating Advisor | Customer Experience & Growth Strategy | Partner to PE & C-Suite Leaders
A practical, outcome-driven checklist that helps Customer Success teams assess current AI maturity, identify gaps in data and context, and map capabilities to measurable retention and expansion results. Use this as a roadmap to move from isolated AI features to a system-wide, value-first AI maturity program.
Published: 2026-03-15
A prioritized AI maturity roadmap that ties capabilities to measurable customer retention and expansion outcomes.
Alexis (Gompf) Neal — Executive Operating Advisor | Customer Experience & Growth Strategy | Partner to PE & C-Suite Leaders
A practical, outcome-driven checklist that helps Customer Success teams assess current AI maturity, identify gaps in data and context, and map capabilities to measurable retention and expansion results. Use this as a roadmap to move from isolated AI features to a system-wide, value-first AI maturity program.
Created by Alexis (Gompf) Neal, Executive Operating Advisor | Customer Experience & Growth Strategy | Partner to PE & C-Suite Leaders.
VP of Customer Success at a mid-sized SaaS company aiming to reduce churn by aligning AI capabilities with customer outcomes, Director of CS Operations seeking a unified AI maturity plan to drive cross-team alignment and measurable results, CS transformation consultant helping clients implement an AI maturity program that delivers retention and expansion gains
Interest in customer success. No prior experience required. 1–2 hours per week.
Unites AI capability with business outcomes. Step-by-step actions to advance maturity levels. Actionable benchmarks tied to retention and expansion
$0.25.
Browse all Customer Success playbooks