OUR SERVICES

CUSTOMER SUCCESS WORKSHOP

Our Customer Success workshop, CSM Bootcamp, is designed to help executives with aggressive retention and adoption plans achieve their goals with tried-and-tested customer success methodologies. The agenda of every CSM Bootcamp is tailored to your unique business goals to put your leadership team on the right track and help you make some quick decisions about how to change your Customer Success strategy.

WHAT CAN YOU EXPECT?

Customer Success Strategy Coaching

Our Customer Success workshop, CSM Bootcamp, brings you up-to-speed with best practices. Our senior consultants will provide coaching to develop and ingrain these best practices for your unique team and business model.

  • Risk and expansion playbooks
  • Customer health score
  • Customer journey map & success milestones
  • Value-based playbooks and success plans
  • Role of customer success within your organization
  • Value of cross-functional communication with sales, marketing, operations, and product team members
  • Milestones such as on-boarding, first value, adoption, advocacy and expansion
  • Customer Success platforms and your current operations

At the end of the Customer Success workshop, you will have developed a set of deliverables that will enhance your Customer Success practice:

  • Clear metrics to monitor the customer health at each phase
  • Lists of proactive calls-to-action for each customer phase
  • Engagement playbooks, workflows and documentations
  • Metrics to help customers progress along their journey

Key benefits of the CSM Bootcamp include:

  • Establish and implement strategies that drive adoption of your product and services
  • Develop a repeatable methodology that you can scale as your Customer Success team grows
  • Enable automation with customer success tools to scale your team

IT’S 30X FASTER WHEN WE HELP YOU DO IT…

On average, our Customer Success workshop, CSM Bootcamp, helps our clients get a month of work done in a single day. Our immersive leadership workshop sessions will accelerate your entire process and help you cut the time it takes to diagnose your Customer Success aspect, develop a solution, and create an action plan to a fraction of the time that it would take you to do it on your own.

WHAT DOES THE CUSTOMER SUCCESS WORKSHOP INCLUDE?

Our customer success experts will provide your leadership team an opportunity to quickly align on strategic decisions regarding:

  • Risk and expansion playbooks
  • Customer health score
  • Customer journey map & success milestones
  • Value-based playbooks and success plans
  • Role of customer success within your organization
  • Milestones such as on-boarding, first value, adoption, advocacy, and expansion
  • Customer success platforms and your current operations