Presentations I’ve Shared:

How to Scale Customer Success in a V2MOM Framework

Creating a team or plan requires a framework executives can relate to. By framing your goals into a V2MOM, explaining your goals in terms of Vision, Values, Methods, Obstacles and Measures, you will be able to evaluate your success on a quarterly basis and across all teams.

Managing Critical Handoffs

Establishing a working relationship between customer success and sales is essential for effective customer interaction. Communication, automation, and monitoring the transactions are all key component for smooth transitions and collaboration.

Proactive Customer Strategies

Driving proactive customer strategies involves 3 major components: (1) onboarding, (2) ongoing success (3) support

Getting onboarding Right: Putting in Place the Foundation For Customer Success



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