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

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.

C.

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

Charter

S.

Strategy

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

A.

Analytics

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

T.

Talent

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!