AI Maturity Roadmap Checklist

Summary

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.

Primary Outcome

A prioritized AI maturity roadmap that ties capabilities to measurable customer retention and expansion outcomes.

Who This Is For

• 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

What You'll Learn

• Unites AI capability with business outcomes
• Step-by-step actions to advance maturity levels
• Actionable benchmarks tied to retention and expansion

Metadata

Category

Customer Success

Creator

Alexis (Gompf) Neal

Creator Title

Executive Operating Advisor | Customer Experience & Growth Strategy | Partner to PE & C-Suite Leaders

Tags

Playbooks, Customer Education, NPS, Account Management

Published

2026-03-15

Last Updated

2026-03-15

Citation

"AI Maturity Roadmap Checklist" by Alexis (Gompf) Neal, PlaybookHub — https://playbooks.rohansingh.io/playbook/ai-maturity-roadmap-checklist

Canonical URL