ISSI Consulting Services

Essential Guide to Customer Success

Create a business methodology to ensure your customers achieve their desired outcomes

Customer Success Workshop

Workshop Overview

Remote or On-site workshop for Partner who wish to transform their  break-fix reactive customer support model to a proactive Customer Success model to support recurring business model

  • Understanding the concept of Customer Success
  • Creating a Customer Success business plan – Charter, Goals, success matrix
  • Forming a Customer Success team – Who do what
  • Creating the Customer Success process through LAER model
  • Go-To-Market Plan – Account segmentation
  • Adoption plan – activities to drive adoption 
  • Introduction to Customer Success tool

Workshop Deliverables

  • Customer Success Business Plan template.
  • Customer Success team organization structure​.
  • Customer Success process – LAER model​.
  • Account segmentation recommendation​.
  • Adoption plan template.

Who can Participate?

  • Sponsor
  • Customer Success Managers/Lead
  • Pre-sales
  • Service Delivery
  • Sales Lead

Key Success Factors

  • Leadership Sponsorship
  • Subject Matter Expert participation
  • Program Manager

Ready to get started?