Based on more than 12 years of research and consulting in the domain of customer relationship retention and optimization, we have a unique resource to apply to a broad range of issues. Prior to 2006, the firm specialized in Customer Support operations and technology consulting for over 25 years.

We offer three basic consulting services to the Customer Success Community. First, we answer direct questions about the profession, its practices and the underlying drivers and technologies. Some questions can be answered quickly, others may take some research.

Second, we will deliver briefings on all things Customer Success for senior management teams and CS executives. These typically are done in half-days sessions on site with your company or at offsite meetings.

Third, if you want to know how your team compares to others, we will do a thorough review of your Customer Success operation in the areas of Strategy/Definition, Process, People, and Technology — and deliver a written Report of our findings and an oral presentation.

It’s about you.

Please contact us for a complementary discussion of your interests and requirements.