• Customer Education
    Nail Your Next
    Customer
    Review
    and avoid the fluff
    Download our QBR Cheatsheet to learn how the pros do it
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  • csm practice meeting
    Wow
    your Board of
    Directors
    Get our Powerpoint Template
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    with your
    Customer Success
    Here's How
    Wins!
  • Customer Success Strategy Services
    The most
    proactive
    teams
    Trust the CSM practice
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    See how you stack up. Get our Customer Success Proactivity Assessment.

Customer Success Strategy Services

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Customer Journey Mapping

A customer journey map tells the story of a customer’s experience with your product or service: from initial contact, through the process of engagement and into a long-term relationship.
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Success Plans & Customer Outcomes

Understanding your customer’s desired outcomes and aligning your organization behind them is a powerful way to improve revenue retention and reduce logo churn.
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Quarterly Business Reviews

Delivering an effective EBR / QBR is not as easy as it might first appear. Done incorrectly it can end up wasting time and creating customer frustration. A well-designed QBR strategy, on the other hand, can be a powerful driver of customer success.
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Org Structure & Incentive Alignment

Customer Success is part of everybody’s job, not just those in a CSM role, so it’s vital to create the right org structure with aligned incentives and shared accountability.
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Metrics & Goals

Measuring the impact of your investment in Customer Success is much easier when you have clear metrics and reporting processes in place.
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Leveraging Customer Advocacy

Nothing powers growth more effectively than happy customers, which is why more and more companies are implementing formal customer advocacy programs.
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Technology Selection

It’s important to select the right Customer Success technology platform for your business and implement in a way that drives quick adoption with minimal impact on existing operations.
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Board Reporting

Making your board presentations customer success-centric will elevate the importance of Customer Success, drive more budget and highlight issues that you need Board and Executive support to solve.
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WHAT WE DO

We’ve pioneered Customer Success best practices.

2873

Management Consulting Hours

460

Customer Success Playbooks

20

Customer Success Program Launched

70%

Repeat Clients

WHAT OUR CLIENTS SAY


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