Maturity Diagnostic

How mature is your CRM and customer practice?

20 questions across seven dimensions. One CRM Maturity Score. Deterministic scoring of data quality, segmentation, lifecycle, channels, process, reporting, and operating model — so you can see where the CRM is delivering and where it's just storage.

20 questions
~30 minutes
1 score — CRM Maturity Score
Cockpit access included
Sample output — CRM and Customer Maturity Full Report
CRM Maturity Score
52
Out of 100. Data quality dragging segmentation.
Data ↓ Lifecycle ✓ Segmentation ↗
Structural alerts
Data quality below threshold in 3 of 5 record categories. Segmentation results are unreliable.
Critical
Channel coverage missing email and SMS for the high-value cohort. Retention exposure.
High
Lifecycle stage definitions consistent across teams. Operational discipline visible.
Positive
Maturity Diagnostic
CRM and Customer Maturity
20 questions. One CRM Maturity Score.
What this diagnostic covers
  • CRM Maturity Score score (0–100)
  • 5 dimension breakdown
  • All structural alerts with actions
  • 90-day execution roadmap
  • Financial stress test
  • Cockpit access included
20
Questions
~30m
to complete
🎯 No AI decides the scores — deterministic only
Report delivered within 60 seconds of completion
🔒 Free summary or full report — choose at the end
📊 Cockpit access unlocked on completion

Assessment dimensions

Five pillars. Scored, weighted,
rolled into one number.

Each dimension is scored independently then combined into the Reality Index. You see where you're strong and where you're exposed — not just the headline score.

01
Data quality
Accuracy, completeness, freshness of customer records.
02
Segmentation
How customers are divided and how those divisions get used.
03
Lifecycle
Stages defined, transitions tracked, retention measured.
04
Channels
Coverage and orchestration across email, web, mobile, sales.
05
Process
How CRM-driven decisions become actions.
06
Reporting
What gets measured, by whom, and against what benchmark.
07
Operating model
Roles, ownership, vendor governance.

Full Blueprint — what you get

Full report. Every structural truth
most firms find too late.

The full report doesn't soften the findings. It tells you what the arithmetic says, where the model breaks, and exactly what to do in the next 90 days.

What the report includes
  • CRM Maturity Score score (0–100)
  • Full dimension breakdown — 7 scored pillars
  • All structural alerts with named actions
  • Financial stress test + effective rate model
  • 90-day execution roadmap
  • Market resilience audit
  • Cockpit access — live operational dashboard
Answer 20 questions. The diagnostic scores your firm across 7 dimensions and produces a CRM Maturity Score from 0–100. At the end, choose a free summary or the full report. The full report includes everything above plus Cockpit access.
Full report
£59
Free summary also available at the end
Free summary
Summary
£0
The headline number and the top flags. Enough to know whether there's a problem. Not enough to fix it.
  • Reality Index score (0–100)
  • Dimension breakdown — 5 scores
  • Structural alerts with actions
  • Financial stress test
  • 90-day execution roadmap
  • Market resilience audit
  • Cockpit access
Intelligence layer — unlocked by this diagnostic
CRM Data Degradation Alert
Data Integrity Failure Alert
Client Retention Blind Spot Alert
Shared Root Cause Alert
Composite Health Index Index
Firm Capability Index Metric

Each diagnostic feeds the cross-dimensional intelligence layer in the Cockpit.


Why trust the score

No AI decides the output.
Same inputs always produce the same result.

🎯
Deterministic
Mathematical certainty. Outcomes from hard logic and verified business formulas, not opaque models. You can audit every point.
📐
Evidence-mapped
Every scoring point is tied to specific data from your answers. Transparent audit trail from input to score.
🔄
Re-scorable
Conditions change. Re-run as your firm evolves. Track score movement against your execution plan in the Cockpit.

Find out what your CRM is actually delivering.

20 questions. 30 minutes. A CRM Maturity Score and the structural truth about your customer practice — not vendor messaging, a calculated result.

CRM and Customer Maturity
20 questions · ~30 minutes