Our engagement includes straightforward actions and repeatable processes. We usually follow a flexible 8- to 12-week, four-phase approach to deliver maximum impact.
🔍 Phase One: Discovery & Data Gathering
We begin by understanding your available data sources and analyzing how current trends are impacting revenue. This establishes a baseline for measuring improvement and identifies initial opportunity areas.
💡 Phase Two: Assessments & Insights
Next, we identify the specific factors driving churn and expansion opportunities, while evaluating Sales and Marketing effectiveness. This phase reveals the underlying patterns affecting customer behavior and revenue performance.
➡️ Phase Three: Recommendations & Documentation
Based on our findings, we build and document lightweight processes that integrate with your existing data infrastructure and team workflows, including important customer hand-offs and journey moments. These strategies are designed for immediate implementation and long-term sustainability.
📈 Phase Four: Execution & Iteration
Finally, we identify the best internal and external resources (leveraging a network of complementary tools and people) and begin to put the plan into action, establishing tracking mechanisms for key indicators and making data-driven adjustments to continuously grow impact.
Clients work with us when they:
- Know how to execute a post-sale strategy but are stretched on bandwidth
- Need guidance in developing their approach and execution
- Recognize that outside expertise speeds delivery of outcomes.
We offer a range of engagement options.
Let's find the best path for you.
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