CS Partner
The CS Partner engagement is a 6-month hands-on partnership designed to audit where you are, build the strategy and tools to get you where you need to be, and enable your team to run with it long after we're done.
How it works
System Audit
We do a comprehensive audit of your Customer Success set up and identify key levers for retention.
Design Custom Playbooks & AI Workflows
We'll work with you to design custom playbooks, AI workflows and even CS systems (as needed) to create a retention engine you can rely on.
Team Enablement
In depth team training to ensure the team is able to consistently implement high quality customer journeys and understand how to leverage their new AI workflows perfectly.
Includes:
- Kick Off Audit & Process Review
- Strategy Roadmap & Opportunity Alignment
- Custom CS Playbook & AI Workflow Builds
- 90 Day Execution Plan & Alignment
- Team Enablement & Dashboard Launch
- Check-In Call
- 6 Months of Guided Support & Collaboration
