Customer Organization Advising

Don’t know where to start? Need assistance on developing a customer experience? It costs 6-7 times as much to gain new customers as it does to keep them. Your support departments need to be dialed in or you’re losing revenue no matter how good your product or sales may be.

From hyper-growth to a steady stream of new customers, I can help you plan and deploy the systems you’ll need to be successful. Make sure you do not fall behind the support curve while your business becomes successful. I’ve been there - done that.

Have junior leaders that need development or coaching? Maybe you’re not ready to hire an executive to move to the next level but you need the experience? I can work with your existing leadership to develop, outline, and plan how to set goals, focus on the right outcomes and move forward for a fraction of what an FTE executive would cost.

Are you capturing the right KPIs? What is your customer data and interactions telling you? How do you execute against it? Explore and learn what your data is telling you - and how to provide those next steps to a world class experience.

Underperforming departments, long response times, churning customers, complaints, technology gaps. From technology to workflow, I’ve helped rectify, replace, and retrain organizations experiencing these issues.

Adding new tools such as CRMs, telephony, live chat, marketing, or BI? First time using a consultant or partner? Let me help you navigate these negotiations and projects to avoid pitfalls and stay on budget and on time.