Services

Engage with Infinite Renewals through Advisory Services, Customer Journey Assessment, and Operational Buildout & Execution.

Fractional Leadership

New & seasoned CEOs & Customer Experience leaders can engage with Customer Success and Professional Services experts on a Fractional Basis:

  • Access to a thinking partner with experience in areas that may be new to you, or in which you have minimum experience

  • Act as the Functional Team Lead that interacts cross-functionally and externally facing

  • Align teams and structure for scaling

  • Address current challenges

  • Provide Executive oversight for new and/or junior resources

  • Polish any tools, processes, or organizations that are in need of optimization

  • Help to Hire Full time head of department

Advisory Services: Strategy & Thought Partnership

New & seasoned CEOs & Customer Experience leaders can engage with Customer Success and Professional Services experts on an ongoing basis with his Advisory Services:

  • Access to a thinking partner with experience in areas that may be new to you, or in which you have minimum experience

  • Receive weekly advice and work product that can be easily implemented to achieve strategic business outcomes

  • Address current challenges internally and externally

  • Provide Executive oversight for new and/or junior resources

  • Polish any tools, processes, or organizations that are in need of optimization

  • Work with Jeff and team in an agile way to see if small changes are needed, or if a larger engagement needs to be scoped. Meet 1-2 times a week and follow up notes, research, etc.

Customer Journey Assessment

An Assessment is usually 1-2 weeks in length. Infinite Renewals will meet with your team, interview internal and external stakeholders as well as customers. The goal is to understand what is currently working and what needs to be optimized for your growth. From there we will put together an action plan that can be addressed internally and externally.

  • Explore existing Implementation & Customer Success team, structure, and approaches

  • Stakeholder Interviews customers, internal teams

  • Competitive review & custom analysis

  • Provide expert recommendations & guidance

  • Align with industry best practices

  • Capture obstacles & prescribe fixes

  • Determine success criteria & key metrics expectations

Deliverables - Executive summary and Action plan

Our Process

Discovery Call
The Journey Assessment begins with a Discovery Call to determine whether your organization is a good candidate for the Customer Journey Assessment.

Kick-Off Session
We outline the Assessment and what is involved in the process, discuss what success looks like for the engagement, and share key takeaways from our conversations.

Information Gathering
We will review your documents and speak with key internal stakeholders, including sales, customer success, and customers to determine the status of the current post sales customer journey.

Assessment
We analyze the information from the materials we reviewed and the information from our conversations with key internal stakeholders to prepare your Customer Journey Assessment. Your assessment includes a roadmap for your organization to execute on the action itmes that will be needed to scale your team and resolve issues.

Journey Assessment Reviews
We review your Customer Journey Assessment findings to help you understand how to move from where you are to where you want to be. This conversation will clarify what you need to eliminate, improve, and implement to ensure your organization's infrastructure can support scaling. We will put together an Execution plan and review the best practices to move forward.

 

Operational Buildout & Execution

The Operational Buildout and Execution phase follows a the Assessment. Infinite Renewals will either create the deliverables or work with your team to execute on the following types of items:

Deliverables:

  • Presales process and materials

  • Implementation Process creation/adjusting

  • Best practices

  • Scoping tools

  • Resource Modeling

  • Project Profitability

  • Templates - email, project plans, status reports

  • Team training

  • Tools - software (CRM, project management, time-tracking, task management). Vendor selection and rollout

  • Revenue Generation - creating services packages to be sold with software and after

  • Hiring - will help with hiring additional staff and leader (if needed)

    When the engagement is nearing its end, the team will leave your team an operational plan that you can run independently. Our team is available to help you re-adjust as needed as your business grows.  Success for JKCG means that you are successful if you become autonomous.