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.
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.