The EdTech Customer Success Health Check
A comprehensive audit tool to identify gaps in your educational customer experience and turn onboarding into a retention engine.
Most CS teams default to generic B2B playbooks when serving schools, districts, and institutions. This assessment gives you an honest snapshot of where your team is strong, where it’s stretched, and where faculty users are slipping through the cracks across six dimensions of educator customer success.
Each question is rated on a 1 to 5 scale, where 1 means major gaps and 5 means exceptional capabilities driving retention.
Where your team is treating educator buyers like standard B2B and where that’s costing you renewals.
A scored snapshot across 6 dimensions plus the 2 to 3 highest-leverage moves for the next 90 days.
Partner in Publishing (PIP) has spent 18+ years helping EdTech companies grow — from market research to sales acceleration, content strategy, and AI-enabled outreach. This tool reflects the same diagnostic framework we use when onboarding new clients.
5 minutes, 18 questions, a clear retention plan.
