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 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.