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Services

Consultative Sales Strategy & Design

  • Define the prospect discovery process
  • Establish norms for defining business success criteria and sharing handover information
  • Minimize time to closure and maximize likelihood of customer retention
  • Define ideal client profile and primary use cases by persona
  • Map solution strengths to competitor offerings
  • Define incentive compensation plan
  • Interim executive management

Customer Success Strategy & Design

  • Define current state and establish baseline for retention and NPS
  • Create future state process
  • Establish key KPIs and health metrics
  • Create playbook and framework for adoption/expansion/renewals
  • Define hiring plan for scalability
  • Define incentive compensation plans
  • Long-term planning and executive strategy alignment
  • Interim executive management

Support Strategy & Design

  • Define support process
  • Establish SLAs and key KPIs for reporting
  • Define compensation plans
  • Define hiring plan for scalability

Team Development & Enablement

  • Create job descriptions
  • Establish hiring evaluation criteria
  • Build challenge scenario(s) for potential candidates
  • Interview support
  • Define onboarding plan(s)
  • Onboarding support and enablement
  • Ongoing individual contributor and management mentoring

Technology & Automation

  • Project management services for sales, support and CS automation systems
  • Written documentation and process guides
  • Defined function and management reports
  • Project management for integration with other systems

Advocacy & Referrals

  • Establish process for creating customer referrals and case studies
  • Establish process for systematically sharing product feedback
  • Establish voice of the customer (VOC) communication
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