CSDC Consulting Process

Delivered with scale, consistency and proactive service all in mind for your team to leverage

Customer Success Assessment

Let’s first walk through questions about your current customer model, what’s not working or where you’d like to see improvements. We’ll discuss the present and listen to where you’d like to be in the future.

  • Discuss effectiveness of onboarding and communication campaigns

  • Review current definition(s) of success for customers

Plan Overview

Next, we’ll work with you to combine our expertise with your ambition to improve your customer teams and the value they provide your customer base. We’ll highlight the best initial next steps.

  • Specific and actionable steps your leadership and/or customer teams can begin to implement

  • Recommendations which can help drive immediate value for your customers to improve retention and upsell opportunities

Implementation

Lastly, we’ll focus on assisting with the implementation of your plan. This can be done in a number of ways depending on how involved you’d like us to be.

  • New customer program and structure buildout

  • Train and coach team members on new programs and objectives

  • Working through proper expectation setting and re-setting for customers along with product value driven conversation topics