Our Services

Assess

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

  • Explore existing Customer Success, customer onboarding & enablement approaches

  • 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. 

  • Reveal findings from assessment & industry best practices

  • Present the Customer Success maturity model

  • Capture obstacles & opportunities

  • Define strategic initiatives to move the needle

  • Build roadmap

  • Determine success criteria & key metrics to measure the impact of the organization & offerings

Implement

We work alongside to support you & your team to implement the roadmap.

  • 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 

  • Provide advisory services

Coach

Coaching is ideal to talk through the challenges & opportunities you face & need help putting impactful plans in place

  • Learn from customer onboarding & enablement guru, Donna Weber

  • Share your challenges & opportunities

  • Gain perspective & get accountability 

  • Get three hours of one-to-one coaching

  • Includes appropriate resources & follow ups

  • We start with three sessions, then determine what's next. Options include scoping a define program, ad hoc check ins, & a subscription to continue coaching hours​​

Terms & conditions

  • $1,000 USD for three, one-hour coaching sessions

  • Delivered remotely on Zoom

  • How you use the coaching hours are flexible, depending on mutual agreement; they can be used all at once or spread out

  • Unused hours are not refunded 

  • Coaching hours expire after three months