Customer Success


Starting Out

Whether you’re a new startup or simply new to Customer Success, our “Starting Out” services will help you hit the ground running and take full advantage of the benefits a robust Customer Success function has to offer.

Services include:

Playbook development

CS team training (intensives/bootcamps)

Onboarding process design

Health scoring & key metrics

CS recruiting

Customer experience optimization


Levelling Up

If you have an established Customer Success function, but you feel like something isn’t working as well as it could be, you have a problem with churn or onboarding experience, or you simply want to find new and different ways to level-up, our team can provide a wide variety of services that will help you achieve your goals.

Services include:

CS audit

CS operations

Referral generation

Relationship building training (intensives/bootcamps)

CS recruiting

1-on-1 coaching