Customer Success Lifecycle Journey Map

The Customer Success Lifecycle Template will help you define the most fundamental customer success process.

The customer success lifecycle map defines your business from landing sales, onboarding, expanding the client's footprint, and creating client advocates.

Using a best practice template to fast-track this discovery and brainstorming process using Miro a white-boarding tool. We will identify the high-level process, the tasks and activities for each phase, and the resources (Job role, Departments, technical tools etc) needed to execute your Customer Success Lifecycle vision.

Each package comes with guest access to Miro so you interact with the template and build your own model.

The Deliverable is a map that will help you see where you need to focus resources and time to drive efficiency into the customer success journey.

This process is as follows:

• 30-minute introductory call: Chris + Client
• Postwork: Chris (30-60 minutes)
• 60-minute deep dive workshop: Chris + Client
• Postwork: Chris (30-60 minutes)
• 60-minute deep dive workshop: Chris + Client
• Postwork: Chris (30-60 minutes)
• An optional 30-minute call to walk through the next steps.

A minimum of 4 hours effort with a maximum of 6 hours effort

I have delivered this engagement multiple times to start-ups in the social search space, Start-up SaaS PoS vendors, Established Master franchisees going through sales transformation, and a number of others.

These can be quite intensive sessions as I will be asking questions, the answers of which you may not have thought of before.

The real magic happens when YOU make a connection about your product or service that is new and exciting. My role is to walk you through a process so you can make these valuable connections.

Upon completion of the service, I am available to help you build the required playbooks.