The space we serve:
B2B SaaS software companies looking to enhance the return from their Customer Success operation.
THE PROBLEMS WE SOLVE:
CEO/COO/CCO:
- Do you know how your Customer Success compares to others in your industry? Are you getting the right return on your Customer Success investment?
- Are you as confident in the Customer Success performance as you are with Sales Performance? Do conversations “feel” different with Customer Success than they do with Sales?
- Are you hiring or considering a change in your CS leadership? (Speak with us first, we can save you a LOT of headaches)
- Is your company scaling fast? Are you concerned your customer capabilities are falling behind?
- Customer Success isn’t your primary responsibility, but it CAN be a strategic advantage for your company. 30 minutes of your time can take this problem off your hands!
“The assessment exceeded all of our expectations. Dan worked directly with our employees, rolling up his sleeves to implement his recommendations with their input. He made them feel part of the process while at the same time, not consuming a lot of executive bandwidth. We saw positive results almost immediately!”
Rob Barber • CEO, ATTOM Data
Customer Success leader new to your company:
- Being the Head of Customer Success for your organization and building out the infrastructure are two different jobs. One is full time and on going, the other is temporary – let us help you with the temporary role while you do what you do best.
- It is very difficult to do it all on your own. Marketing and sales have outside help from agencies that specialize in specific areas, why doesn’t Customer Success?
- We don’t know what we don’t know, let us review your priorities, identify gaps to best practices for your size & growth trajectory and help prioritize your endless list of projects.
“Dan was an incredible help to me as I came into a new organization and had to rewrite the book on our retention function. His process shortened the learning curve by months! “
Karen Tang • COO, Active Campaign
Customer Success leader entering a new growth phase?
- Overwhelmed with projects and your list gets longer every day?
- Is your current process starting to break down with your company’s growth?
- Not sure how you compare to others in your space?
- This problem will not get better on its own!
“Dan’s ‘so what’ questions were off the charts good and really helped me reevaluate my assumptions on Customer Success. He helped me identify the customer value opportunities we were missing.”
Rebecca Nerad • Vice President Customer Success, E2Open