Corporate Consulting & Training

Increase ARR and CSAT "Customer Satisfaction" scores by 20%

"Customer Success is going mainstream and is driving tangible value"*

Teaching companies to leverage Customer Success as a
GROWTH ENGINE

*Deloitte, 2019 Enterprise Customer Success (CS) Study and Outlook Fostering an Organization-wide CS Mindset. Pg. 4

Our Signature C.S.A.T. Score Assessment (Charter, Strategy, Analytics, Talent) highlights improvements needed to turn customer success from risk management to growth engine.

Our Signature C.S.A.T. Score Assessment and Methodology encompasses:

C.

Charter

S.

Strategy

A.

Analytics

T.

Talent

Charter, Mission, Outcome, and Role Dependencies with a socialization strategy to provide unity, clarity across functions, and streamline operations.

  • Charter breakout workshops

  • "What we stand for" activity

  • RACI activity development

  • Team dependency assignment

Strategic Design, Framework, Process, Operations, and Delivery Model rooted to overall business strategy and desired outcomes.

  • Journey mapping & engagement strategy workshop

  • Success Playbook development

  • Customer Success Framework creation

  • Segmentation & engagement modeling

  • Sustainable funding model development

  • Sales Channel development

  • Scaling from the start

Data & Analytics answer key business questions, predict outcomes, and automate decisioning. Uncover business insights and intelligence through data & analytic creation, data cleanliness, platform/solution assessments, and more to build a profitable business foundation.

  • Analytics assessment and development

  • Data cleanliness assessment

  • Platform integration health

  • KPI development for all C.S.A.T. focus areas

  • Health Score development

Strategies and processes to help identify, attract, build, and retain quality talent.

  • CSM DNA profile mapping

  • Recruitment methodology

  • Learning Journey creation

  • Career Development strategy

  • Coaching, teaching, training CS teams

Book A Free Discovery Call

What to Expect From a Discovery Call

I work with clients in various ways and have several options for turn-key as well as custom solutions to best fit your goals and budget.

Our discovery call helps us assess if we’re a great fit for each other, and what we would work on together going forward.  I want to learn about you! 

Let's chat!

FOR
STARTUP & GROWTH-STAGE COMPANIES

If you are a founder or executive at a startup or growth-stage SaaS organization wanting to optimize, roll out, or build your customer success department and delivery from the ground-up, then let's talk CS Strategy!

FOR
CUSTOMER SUCCESS PROFESSIONALS

If you are a Customer Success Professional (CSP) ready for a promotion and want to learn more about our one-to-one coaching, then let's get you that promotion!

FOR
CUSTOMER SUCCESS NEWBIES™

If you are a Customer Success Newbie™, or hopeful-entrant wanting to break into the exciting customer success space and want to learn more about our one-to-one coaching, then let's get ready to make your mark your customer success!