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
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OPERATIONS CUSTOMER SUCCESS CHANGE MANAGEMENT SCALED CS ✦