CX Maturity Assessment

The CX Maturity Assessment Tool is a practical Excel framework designed for CX, CS, and strategy leaders. It evaluates your organization across four key pillars (People & Culture, Processes & Governance, Technology & Tools, and Metrics & Insights) using weighted scoring and a 5-point scale.

🔹 A FREE resource for CX, CS, and Strategy leaders who want to assess their customer experience maturity and plan next steps with confidence. (Download link below)

I originally built this for executive workshops and client projects, now I’m sharing it with you — no strings attached.

đź§  What is it?
A CX Maturity Assessment Tool + Roadmap in Excel.
It evaluates your organization across People, Processes, Technology, and Metrics — with weighted scoring, a live radar chart, and an auto-generated roadmap from Crawl → Walk → Run → Lead.

🎯 Who’s it for?

  • hashtag#CustomerExperience leaders building transformation roadmaps
  • hashtag#CustomerSuccess teams aligning with CX strategy
  • hashtag#SaaS, hashtag#B2B, and hashtag#Ecommerce decision-makers
  • Anyone needing a clear, structured way to measure and advance CX maturity

âť“ Why did I make it?
Because many companies don’t actually know where they stand in CX maturity — they jump to “solutions” without understanding the gaps. This tool gives leaders an objective score and a clear action plan.

⚠️ What it’s not
It’s not another vague “rate yourself 1–5” quiz with no follow-up.
It’s a practical, executive-ready tool you can use in strategy sessions, board updates, and quarterly reviews.

🤝 Why share it?
Because clarity changes the conversation.
If you can quantify where you are and what’s next, you can move faster, invest smarter, and align your teams.

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