Essential Customer Success+
The Definitive Customer Success Solution. The definitive solution for Customer Success Managers. Manage and monitory your portfolio of customers. Ensure everyone understand the value your customer receives, and the quality of each relationships. Quantify how well adopted your solution is, how well organised you have been, and the growth opportunities.
Understand your Customer from every Perspective. Capture the customers business outcome, the quality of relationships, the levels of adoption, the opportunities for expansion, and how well organised you have been with your operational and business meetings.
Manage your Activity. Schedule critical customer meetings, operational reviews, and business meetings. Plan essential tasks to address comprehensively captured concerns so that you can be confident about the customers intention to renew.
Assess your own Success. Track annual, quarterly, and monthly targets including retention, customer feedback, and referrals. Be in control of your customers success and your own.
A Customer Success solution that works for you
- Maximise Customer Satisfaction. Delight your customers with a comprehensive assessment of the value they receive.
- Optimise Retention. Understand customers that intend to renew and those that do not so that pre-emptive action can be planned, and executed.
- Minimise Churn. Focus on where there is retention risk, and take proactive mitigations.
- Increase Growth. Identify white space opportunity, select optimum approaches, and start growth conversations to increase the value your customer received.
- Built from Experience. A customer success solution built on a decade of professional services, and customer success experience
A Notion template that organises and monitors your portfolio of customers, tracks their health from every perspective, captures tasks so that you can confidently optimise retention and expansions.