Case Studies
HealthCheck Framework
Business Problem
A software startup that helps companies reduce or eliminate quality, safety and production incidents knew it needed to be more proactive to ensure satisfaction and retention across its clients, but didn’t know where to start.
Result
- Increased collaboration across product, customer success and customer support resources eliminating duplication and giving each resource more time to focus on the right priorities.
- Introduced KPIs (Key Performance Indicators) to measure customer satisfaction.
How We Did It
- Objective assessment of existing people, processes and technology using the HealthCheck framework and mapped the customer journey.
- Prioritized the key cross-functional processes to optimize and the key resources to hire for the greatest opportunity to improve the customer experience.
Personalized Playbooks
Business Problem
Clients of a growth stage B2B sales productivity solution provider were getting stuck in the onboarding stage and were taking too long to realize the benefits of the platform.
Result
- Simplified the onboarding plays which increased time to first value to about 15 days from the previous 45-60 days.
How We Did It
- Built a structured but streamlined onboarding playbook
- Reduced client decision points in the onboarding process by introducing best-practice options
Fractional Leadership
Business Problem
An early stage FinTech company needed a Customer Success strategy, and leadership to guide the team, to ensure the adoption and referencability of their solution with their enterprise clients.
Result
- Created a rapid product feedback process, and implemented new onboarding and adoption playbooks which enabled a strategic banking customer to successfully adopt the solution.
- Defined value based success criteria and created a playbook for POCs (proofs of concept) which advanced two key sales opportunities to Closed-Won.
How We Did It
- One year fractional VP Customer Success engagement.
- Used the HealthCheck framework to assess existing people, processes and technology.
- Focused resources on highest value playbooks and processes to close gaps and meet goals.