RELATE helps employees assess whether they have the tools, data & insights, processes, and collaboration needed to deliver great customer experiences. It highlights gaps in customer understanding, service coordination, and internal alignment, ensuring that frontline teams can act effectively on customer needs.

Managers gain insight into how well their teams align with customer needs and whether their teams are empowered to collaborate on customer solutions. If employees feel disconnected from customer priorities, RELATE helps managers uncover whether this is due to a lack of structure, data, or cross-functional coordination. This allows for better processes, clearer goals, and more strategic customer engagement.

At the organizational level, RELATE provides data on how customer-centric the company truly is—helping diagnose gaps in customer service, product-market fit, and internal collaboration. It also identifies whether customer focus is valued across the organization or whether a mindset gap exists—where employees engage with customers but don’t see their impact. With this insight, leadership can take targeted action to ensure the organization is truly customer-driven, leading to stronger brand loyalty, higher retention, and sustainable growth.