Our Services
Guide
New & seasoned CEOs & Customer Success leaders benefit from engaging customer onboarding & enablement expert, Donna Weber, on an ongoing basis with her exclusive Trusted Advisor Services.
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Achieve strategic business outcomes
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Gain immediate value for you & your teams
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Address pressing challenges & opportunities without disrupting your immediate business
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Fine-tune processes & teams
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Enhance your leadership skills
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Gain perspective & get accountable
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Have a sounding board to work through ideas, gain insights, & make faster decisions
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Receive valuable resources & templates
Assess
We determine your current state by analyzing existing people, processes, & technology.
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Explore existing Customer Success, customer onboarding & enablement approaches
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Conduct gap analysis
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Uncover trends with customers, internal teams, & competitors
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Map customer journeys
Orchestrate
We partner to orchestrate a strategy & roadmap that works for your customers, products, & teams.
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Provide expert recommendations & guidance
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Align with industry best practices
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Capture obstacles & opportunities
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Define strategic initiatives to move the needle
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Build roadmap
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Determine success criteria & key metrics to measure the impact
Execute
We work alongside to support you & your team to execute the roadmap.
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Construct scalable customer onboarding, enablement, education, & engagement programs
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Deliver high, low, & tech touch approaches
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Define current customer care & maturity
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Map customer journeys & maturity models
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Build & deploy playbooks
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Build premium Customer Success services & packages
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Create go to market plans for services & products
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Conduct vendor analysis, selection, & implementation to scale
Master
Orchestrated OnboardingTM
Learn from customer onboarding expert, Donna Weber, in a series of intimate and interactive sessions
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Learn best practices to create customers for life.
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Engage with a cohort of your peers and learn how to quickly guide new customers to success.
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Receive individual coaching
This masterclass on the Orchestrated Onboarding framework includes two 90-minute sessions and one hour of 1:1 coaching with Donna Weber.
Learning objectives
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Explain the impact of the subscription economy on you and your customers
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Detail why onboarding is the most important part of the customer journey
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Leverage the six stages of the Orchestrated Onboarding Framework to quickly drive customers to success
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Create a framework to onboard and enable your customers
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Break down silos to create a seamless customer experience
Receive exclusive examples, resources, and templates from the Orchestrated Onboarding Framework to drive impact.
Class size is limited to eight participants
Investment: $1250