serious ops chops

OBJECTIVE: Drive leadership and operational excellence to excel your customer success team, organization or career

SCOPE: 8 Weeks Minimum

WHAT WE’LL COVER: Bi-weekly coaching sessions tailored for Success or Operations Leaders. This package proves invaluable for new CS Ops Leaders or individuals seeking real-time, agile feedback to craft and refine their operational strategy. Offering flexibility and ample room for growth, this package requires a minimum commitment of 8 weeks, ensuring a sustained and impactful coaching experience.

Each hourly session is dedicated to:

  • Goal setting

  • Results measurement

  • Effective problem-solving

  • Operational management

01

ADVISORY

GROW

OBJECTIVE: Drive success in specific project area to enhance customer experience and team efficiency.

SCOPE: Custom

WHAT WE’LL COVER: Experience a customized consulting engagement meticulously designed to address specific challenges in customer success that your organization is currently grappling with. Our projects are strategically time-bound, aimed at delivering the precise outcomes or essential deliverables your team requires. Each project can include comprehensive training and enablement for your team.

Common engagements include:

  • Implementing/Re-Structuring a CS Platform

  • Developing an Onboarding Program

  • Scaled CS Program Development

  • Mapping the Customer Journey

  • Building a Renewal process

  • CS Process Optimization

  • CSQL Process Build

02

PROJECT

BUILD

OBJECTIVE: Ignite your operational excellence and drive optimization through all phases of company growth

SCOPE: Custom

WHAT WE’LL COVER: Unlock a profound opportunity to enhance the customer-centric culture within your organization. Our Fractional Leader service offers 1-2 full days of dedicated work each week, aligning seamlessly with your company's objectives. A Fractional Leader actively engages in mentoring and coaching your team members and can also contribute to the hiring process if desired. Ideal for organizations in transition or those not yet prepared for full-time hires

Key activities encompass:

  • Building foundational processes: onboarding, retention, renewals, CSQL, etc.

  • Scaling CS Tools, Systems + Team

  • Establishing or refining key performance indicators (KPIs)

  • Growing your CS Team

03

FRACTIONAL CS LEADERSHIP

LEAD

OPERATIONS

CUSTOMER SUCCESS

CHANGE MANAGEMENT

SCALED CS

OPERATIONS CUSTOMER SUCCESS CHANGE MANAGEMENT SCALED CS ✦



Official services partner of

catalyst.io + Brooke Simmons Consulting