Audit

We will help define what you need to be successful in Customer Success by:

  • Understanding your business goals and help you achieve them by streamlining activity and focusing on priorities

  • Analyzing the data across all of your customer touchpoints – Support, Product, Finance, and Sales – and from all of your internal systems to understand key data inputs and outputs to support business KPIs

  • Assist with identifying the opportunities and any existing roadblocks that should be addressed while scaling for growth

  • Meeting with internal resources to understand current areas that need to scale or be optimized

  • Create a Discovery + Readiness Report with Actionable recommendations