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.
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
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!
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!
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!
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!