
What we do...
Specialize in fractional consulting for Seed to Series B B2B SaaS startups.
Specializing in Customer Journey Audits, Process & Resource Development, and Strategy Optimization, we enable our clients achieve their missions.
What We Offer...
Customer
Journey Audit
1 month audit of your Customer Journey, Customer Experience, and Customer Success Organization.
From this, we deliver:
– Current customer journey map
– Suggested customer journey map
– Organizational design suggestions
– List of strategies to implement
– Prioritized action plan
Process + Resource Development
Processes:
– CRM processes & implementation
– Onboarding processes
– Customer Success/Account Management processes
– Upselling process
– Retention processes
– Billing process
Resources:
– Customer Success playbook
– Commission plan
– Upsell enablement resources
– Onboarding enablement resources
– External documentation site​
Strategy Optimization
We suggest and implement strategies customized to your organization.
Strategies including:
– Creating mutual respect based relationships with your customers
– Enabling your team to do more with the same or less effort
– Using AI to get the most out of your Customer Success team
– Setting up your customers to onboarding & educate themselves
