Elevate your Customer Success Team and Methodology

Some of the ways we can help

Build

  • Define post-sales team member roles and responsibilities and org structure to drive efficiency and align to impact.

  • Create Health & Value scorecards for customers to assess risk /opportunity based on factors such as customer value, product usage, engagement and other metrics.

  • Define role-specific metrics and compensation approach to drive the most impactful behaviors and cross departmental alignment

Scale

  • Assess people, process and technology to identify opportunities to drive greater efficiency

  • Build a Red Accounts Program to track, escalate and effectively resolve critical issues as quickly as possible and analyze/act on macro trends.

  • Map your post-sale customer journey, Including key success metrics, deliverables, automation, customer marketing activities, etc. Build n action plan for areas of further optimization.

Transform

  • Assess and up-level your team capabilities via targeted training, workshops and 1:1 coaching aligned to your strategic objectives

  • Revamp your renewals process and reduce churn with a CS-led Playbook that will enable your team to drive earlier identification of risk, plan strategically and negotiate wtih confidence

  • Assess your executive engagement and build a plan to elevate via strategic business reviews, sponsorship programs and other strategies to ensure alignment and maximize impact.

Team

Risk Mitigation

Value & Growth