Consulting
Our consulting packages are built for companies ready to put their customers at the center of their business and turn them into lifelong fans! We will:
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Map out your unique goals, identify pain points, and develop a custom plan just for you.
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Work to develop the systems, strategy and support needed to level up your customers' success with your product based on their unique journey.
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Dive into strategy and enablement to implement a framework that will ensure a valuable and consistent experience for your customers and create a trackable, scalable framework for your teams to follow.
Identify Gaps & Define Customer Strategy
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Full audit of the existing customer lifecycle stages, strategies and processes to identify gaps in your current strategy.
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Utilize data and analytics to define Customer Segmentation and suggested levels of service per each segment.
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Set clear goals and define success metrics for the Customer Success team (ie: retention revenue metrics, engagement metrics, etc.)
Automate Customer Engagement
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From Onboarding to Renewals
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Create Customer facing resources such as Libraries/Academies & FAQs Monthly Reports, etc.
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Automated reports or dashboards to continuously prove ROI metrics for your customers
Create a Framework using Customer Success Best Practices
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Handoff & Onboarding Playbooks
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Executive Business Review templates
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Tools and strategies to increase customer usage of your product
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Forecasting / Renewal Playbooks
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Cross-Functional Playbooks & Rules of Engagement with other departments (ie: Sales, Product, Engineering, Support, Marketing)
Create Customer Feedback Loops & Health Indicators
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