Customer Success Process Creation
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About this service
Summary
A collaborative and comprehensive review of current Customer Success processes followed by the rework of existing processes and/or creation of new processes.
What's included
Discovery & Findings
Stakeholder interviews & current process review. Findings reviewed with client.
Draft Processes
Draft processes created and reviewed. Edits implemented.
Finalized Processes & Write-up
Final processes in FigJam with instructions in Notion.
Recommendations
(5.0)
Shan Minhas
Client • Mar 12, 2025
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Skills and tools
Customer Success Manager
FigJam
Notion
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