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You've likely raised multiple rounds of investment and your Customer Success, Account Management and Sales teams are fully formed.  However:

  • The CRM tool used for customer activity is becoming disorganised, and although you have an abundance of dashboards and data available, you don't maximise the information available when making decisions.

  • Customer Revenue is steady but you lose customers when you know you shouldn't, and you still have customers with untapped revenue growth potential. 

  • A review of segmentation is overdue to ensure you're providing the right experience for each of your customer types that have grown with you.

  • Your competitive situations involve the same competitors pitching products or services to your customers.

Overall, you need a review of your current Customer Success and Account Management set up and know there are best practice principles you're missing to drive additional value to your customers.

Areas to focus on

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