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.

• Achieve strategic business outcomes

• Gain immediate value for you & your teams

• Address pressing challenges & opportunities without disrupting your immediate business

• Fine-tune processes & teams

• Enhance your leadership skills

• Gain perspective & get accountable 

• Have a sounding board to work through ideas, gain insights, & make faster decisions

• Receive valuable resources & templates 

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Assess

We determine your current state by analyzing existing people, processes, & technology.

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• Explore existing Customer Success, customer onboarding & enablement approaches

• Conduct gap analysis

• Uncover trends with customers, internal teams, & competitors

• 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

• Align with industry best practices

• Capture obstacles & opportunities

• Define strategic initiatives to move the needle

• Build roadmap

• 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

• Deliver high, low, & tech touch approaches

• Define current customer care & maturity

• Map customer journeys & maturity models 

• Build & deploy playbooks

• Build premium Customer Success services & packages

• Create go to market plans for services & products

• Conduct vendor analysis, selection, & implementation to scale