CS Transformation
A hands-on, end-to-end consulting 3 month engagement designed to assess where your Customer Success team is today and build the strategy, tools, and plan to get you where you need to be.Ā
How it works
Systems Audit
We start by doing a comprehensive audit of your systems and identify key levers to drive retention.
Playbook & Workflow Build
Based on the areas of opportunity, we build the playbooks and workflow automations to help your team work smarter, not harder - consistently.
Train & Deploy
We work with your team to deploy the playbooks, train the team on how to run them and make sure all the kinks are worked out.
What's Included:
- Kick Off CS Audit & Assessment
- Strategy Roadmap & Opportunity Alignment
- Custom CS Playbook & AI Workflow Builds
- 90 Day Execution Plan & Handoff Document
- Additional Check-In Call
- 3 Months of Guided Support & CollaborationĀ
