Partnership Opportunities

  • Advisory

    Bi-weekly coaching sessions for Success Leaders. Each hourly session is focused on goal setting, results measurement, problem solving, and team management. This package is great for new CS Leaders, or those who need more real-time, agile feedback to develop an operational strategy. This package provides flexibility and opportunity for growth. This package requires a minimum commitment of 8 weeks.

  • Project

    A tailored engagement targeted to solve a challenge you're facing in customer success. These projects are time-delimited and set up to achieve an outcome or deliverable your team needs. All projects include training and enablement for your team. Common engagements include:

    • Building a Business Review

    • Building a Value Framework

    • Implementing or re-structuring a CS platform

    • Building a compensation model

    • Mapping the Customer Journey

    • Building a Renewal process

  • Fractional Leadership

    A deeper opportunity to strengthen the customer-centricity of your organization. A Fractional Leader will provide 1-2 full days of work per week in support of your company goals. Key activities include foundational process building, creating cross-functional alignment, and establishing/improving KPIs. A fractional leader can help actively mentor and coach your team members, and can be involved in hiring if desired. A fractional leader can be a great fit for organizations in transition, or those that are not ready to hire full time.

    Available Fraction Leadership Positions:

    VP of Customer Success

    Customer Success Operations Manager

Let's Make It Happen

Official professional services partner of Catalyst.io

  • Great for companies building out Catalyst for the first time, or that know they need to start fresh. This project touches all major Catalyst features, including: Health Score, Playbooks, Journey Builder, and Dashboards (CSM & Leadership).

  • For Catalyst customers that need extra assistance to promote platform usage and process adherence. Package includes training, office hours, and review of key CSM-focused features, such as CSM Dashboard, Account Layout, Note-Taking, and Task Management.

  • For Catalyst customers that need to refresh their instance due to a strategic or organizational change. The project starts with a review of the current instance, interviews with the team and Executives to identify gaps and opportunities, and a full project plan to address the team’s needs.