Onboarding & Adoption Playbook
Set up your customers for long term success
Impact & Retention Playbook
Bring maximum value to every customer interaction
Expansion & Growth Playbook
Identify and secure expansion and growth opportunities
Optimize your sales process for more impactful customer interactions
Identify areas of improvement in your GTM to achieve and exceed your revenue goals
Some of our Customer Success Revenue Architects
Areas of experience: GTM Diagnostics, Sales Playbooks, Customer Success Playbooks, Org & Comp Design
Areas of expertise: Customer Success strategies, Customer Success org design, building long-term customer relationships
Areas of expertise: Customer Success as a profit center, scaling teams, Customer Success org design, Renewal & Expansion motions
Areas of expertise: Customer Success GTM strategy, Customer Success / revenue operations, system / tool architecture, business operations
Find the untapped opportunity
The majority of the customer lifetime value comes from after the initial sale; structure your CS team such that you can truly support and nurture this source of growth
Customer Success is a skill
CS isn't just about managing a list of accounts. It's a true craft to understand and communicate with customers.
Skills need to be learned, and nurtured
Help your CSMs and Account Managers be successful; CS training and process design is an investment in the careers of your team, as well as your customers.
Churn is the result, not the cause
Many CS teams have a laser focus on churn, which results in trying to save customers that might already be lost. Instead, for long-term success, inspect and identify the root cause.
Research & Insights
Conducting a kickoff call
Setting the tone for the post-sale engagement.Read More
Customer Success as a Profit CenterRead More
How to get the renewal
Delivering impact across every touchpoint.Read More
The Data Model
The bowtie funnel derives from the traditional funnel laying on its side, with the new funnel as a mirror image. The phases of the new funnel include maintaining impact, a recurring revenue stream and the customer's lifetime value.
The SPICED Framework
The customer-centric framework that was purpose-built for recurring revenue.Read More
Telling impactful stories
How to tell meaningful, relevant customer stories.Read More