Customer Success Strategy and Program Creation

MORE PREDICTABLE RENEWAL FORECASTING • REDUCTION IN CUSTOMER ESCALATIONS •
IMPROVED CUSTOMER ENGAGEMENT • MORE CUSTOMER REVENUE GROWTH • VISIBILITY INTO CUSTOMER HEALTH • MORE CUSTOMER REFERENCES • NO SURPRISE CANCELLATIONS

About CS Consulting

Customer Success is the proactive approach to understanding what your customers need to ensure they reach their desired outcomes while delivering an exceptional customer experience. Having a clear and effective Customer Success strategy and program leads to more satisfied customers, increased revenue, and reduced churn. The services below align your organization’s people, processes, and technology to lay the foundation of a Customer Success program and team.

About Carol Moriello

With over 15 years of experience at growing technology companies, Carol brings sales and marketing insights to Customer Success to set the pace for teams to support and engage customers, while also identifying business growth opportunities. She is known for her servant leadership and collaborative management style, and has successfully developed multiple Customer Success programs from scratch.

Our Services

Discovery and Strategic Planning

  • Interview leaders and key team members

  • Review customer processes and systems 

  • Assess needs, pain points, missing data

  • Identify opportunities for improvement

  • Deliver clear and actionable plan

Program and Team Development

  • CSM Hiring Assistance

  • Sales Handoff / Customer Onboarding

  • Customer Segmentation

  • Communication / Nurture Plan

  • Renewals, Expansion, Risk Forecasting

  • Customer Playbook Creation

Other Packages can be tailored for you: 

  • Customer Satisfaction/NPS Surveys

  • Customer Health Score Development

  • Reference Program Development

  • Salesforce / CRM Review and Cleanup

  • Templates, Reports, Dashboards

Unlock your business potential with our expert consulting services.

Fill out the form or contact us via phone or email to schedule a consultation and see how CS Consulting can help you achieve your business goals.

cmoriello33@gmail.com
708.828.0029