Services

Create

Starting a customer retention program from scratch? Get professional help selecting software, linking data sources, defining processes and determining metrics.

Optimize

Are outdated processes, budget constraints, or ineffective engagement strategies hindering your ability to provide your customers with a world-class experience? Use our service to cut through the noise and focus on what actions can be taken today to make a real difference in NRR with the resources you have on hand.

Scale

Confident in your systems but unsure of your team’s ability to execute to scale? You may need to look into customized training, process documentation and tool analysis to create a program that accelerates your CSM’s efficacy and reduces your new hire time-to-value.

Whether you need a broad-scope strategy-oriented engagement or an expert to come in, do the work and get out, we can structure our services to your needs and timeline.

Available Service Structures

  • Flexibilty for any work within the scope of defined services and beyond. Billed at half day increments.

  • Customized creation of pre-planned deliverables which may include tech stack implementation and training, process creation and documentation, engagement models, engagement collateral, metrics and reporting.

  • Cyclical review and adjustment of customer retention strategy, tactics and metrics.

All invoicing is contingent upon client satisfaction. If you are not happy with the work, payment is not expected.