Zach McGeary

Readiness check · six questions, two minutes

Can your data answer the decision on your desk?

Six questions about where your post-sale data lives. You'll see your data level, which decisions it could support now, and what would unlock the rest.

Can you export at least 12 months of customer conversations with the full text?

Tickets, chats, emails, success notes, call transcripts.

Is each conversation tied to a customer account?
Can revenue and renewal data be pulled by account?

From your CRM or billing system.

Could finance share headcount by role, salaries and burden?

And HR or workforce data on who works what.

How many people work in post-sales?

Support, success and services together.

What does next year's plan say about support headcount and new roles?

Talk it through: 30 minutes, no pitch.

Bring the decision on your desk. You'll leave knowing whether your data can answer it.

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