Consulting services
Your success story begins with The Customer Initiative.
From personalized 1:1 coaching to comprehensive corporate strategy development.
Elevate your customer success journey with expert guidance that ensures sustainable growth.
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Strategy Definition
Is your company considering Customer Success, but not sure where to begin? Let us help!
We can address topics like:
Organizational Change Management
Metrics and Measurement
CS Organizational design and roadmapping
Customer Success Maturity Assessments for established companies
CS Readiness Assessments for SaaS startups
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Tools and Processes
It’s not enough to have a plan to take your Customer Success practice to the next level. You need people to turn those plans into reality.
Customer Journey Mapping
Playbook creation
Customer Segmentation definition
Root Cause Analysis for churn and adoption impediments
Customer Success platform selection and implementation
Customer touchpoint analysis
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Your Career Success
Your personal Customer Success career begins with Mentoring, whether you're a new leader, Customer Success Manager, or looking to break in to the field.
Skill review and assessment
Resume creation
Best Practice advisement
Team and department leadership
New to Customer Success?
Self-Paced CS 101 is for you!
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New to Customer Success? Self-Paced CS 101 is for you! ~~
Check out our self-paced learning online to develop a strong foundation!
bespoke offerings
We think outside the box.
If you have a need that doesn’t seem to fit the services above, we would love to speak with you.
Simply use this form to send us an email.