our services
Customer Success as a Service (CSaaS)
Are you in need of a quick start to Customer Success while you scale and before a commitment to a full-time hire is required? A fractional assignment can be organized to help to kick start the effort - helping to establish the strategies, tactics and culture required to bridge the gap until full-time leader and/or team can be identified and brought onboard.
Advisory/Board Assignment
Are you looking for an impartial sounding board, someone who is invested in the profession but willing to point out the way to capture exciting new possibilities or warn of potential pitfalls? Short-term and/or part-time assignments can be crafted to fit your needs.
Strategy/Scaling Assessment
Having a clear view of your organizational "North Star" - that special something that identifies your direction and what you aspire to is invaluable in understanding how tactical actions support or detract from your mission/goals. A specific consulting engagement to address this key strategic imperative can be executed quickly.
Customer Success Assessment
If customers don't think you are all pulling on the oar in the same direction, chances are that upsells, renewals and references will be hard to come by. This assessment will examine how you measure up to an ideal state for the phase of your company's growth.
Develop/Implement Customer Success Metrics
Running a business means having metrics (if you're successful!). But not all metrics need to be collected and examined in same way at each stage of growth. This engagement assesses your current needs and recommends how and why to collect specific metrics and what remediation plans will need to be formed.
Client Adoption Roadmap
Measuring the state of and/or designing better ways to accelerate customer adoption of your technology is a key factor in success. A multi-phase approach identifying current organizational readiness, outlining key client adoption and building plans to improve the situation will help the team to move toward better technology adoption.
Organizational Assessment & Design
Sometimes you just need someone to help with the organizational aspects while you continue to focus on the technology and customer acquisition. We can outline everything from an independent small assessment to outline next steps, to an overarching organizational design with full planning and staffing recommendations.