Customer Success Consulting

From onboarding to renewals, our team of industry experts is here to help you develop an optimal client strategy that will turn your customer success team into your competitive advantage.

Clients that worked with us saw...

25%

Increase in client onboarding capacity per CSM

2x

Increase in bandwidth & BoB per CSM

20%

Reduction in logo and ARR churn

What our Services Entail

Industry Insights & Advising

Gain access to expert advice on every aspect of your Customer Success organization. Our services encompass everything from staffing and team structure to providing prescriptive strategies for product adoption and account growth.

Structure

Scaling

Strategy

Role structure, RACI, team alignment, book of business structure

Effective scaling and staffing strategies, ideal CSM persona mapping

Advise on client strategy to ensure most favorable outcomes & growth

Resources analysis and team optimization to maximize bandwidth utilization

Efficiency