Hydrangea Flowers

1:1 Consulting

What you can expect

We’ll work together to develop the systems, strategy and support needed to level up your customers' success with your product. We'll dive into strategy and enablement to create the framework that will serve in understanding your customer journey, as well as its implications on your sales process, marketing strategy, and product development.


As your coach, I’ll help you implement a more streamlined process and create a trackable, scalable framework for your Customer Success and/or Customer Facing teams to follow.


Early Stage Startups

​Common Consultation Topics:​

  • Setting up systems to track important customer metrics to improve your product, your sales pitch, and your customer experience.

  • Create playbooks so that when you're ready to bring on someone new, they have the resources and information to start immediately. 

  • Enable your entire customer-facing team with Customer Success best practices.

The results:

  • Understand how your product is used by your customers.

  • Segment your customers based on their experience, industry, and goals to help you understand their journeys and maximize their potential LTV.

  • Set-up systems to track metrics and feedback, helping improve your product, your sales pitch and your customer experience.

  • Create a seamless process that addresses expectations, accountabilities, and future needs of your customers.

Startup Companies

Common Consultation Topics:

  • Full audit of current Customer Success strategies and processes.

  • Setting clear goals and defining success metrics for your teams.

  • Creating a framework—including playbooks and templates for your team to use.

  • Building automation into your Customer Engagement process.

  • Creating customer feedback loops.

  • Identifying the CRM system that will provide you with a holistic view of your customers' usage and health.

The results:

  • A streamlined process and approach for your entire team to follow.

  • Track, analyze, and measure the success of your customers and the impact your team has on your customers' usage and business.

  • Set targets for your team(s) to reach with their customers, including retention and revenue rates.

Let's Talk

Schedule a free discovery call to discuss you unique needs and uncover how Customer Success ​​can enable your team to work smarter, more productively and more successfully with their customers.