Remove Operational efficiency. Remove Retention Remove Underperforming Technical Team
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Mental Models to Help You Grow

Sales Enablement, SaaS and Growth

Companies which don’t use mental models risk unleashing mayhem with poor choices or becoming bloated and bureaucratic by reducing the volume and speed at which decisions are made - both scenarios are undesirable and will impact growth. OKRs are a useful mental model - they make it crystal clear what people and teams should be striving for.

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How to Work With a Consultant: The Ultimate Guide

Neil Patel

Unfortunately, your in-house team doesn’t have the required expertise to push through change. Our team at Neil Patel Digital has compiled the ultimate guide below to help you understand the nuances of working with a consultant for the best results. Spot knowledge gaps and weak points in strategy, and ask for alternatives.

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Structuring CCO/CXO and CFO Collaboration: A Comprehensive Blueprint Approach

Valuize Consulting

While acquisition remains important, customer retention and expansion have proven equally vital to sustainable growth and competitive advantage. The collaboration between B2B Chief Customer Officers (CCOs), Chief Experience Officers (CXOs), and Chief Financial Officers (CFOs) is critical for todays businesses.

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Customer Success Operations 101: Drive Productivity with Purpose, People, and Process

ChurnZero

Today, you’d be hard-pressed to find a high-velocity Sales, Marketing, or Product team without a designated operations function. Beloved by their tactical peers, operations brings needed order and logic to busy, results-oriented teams. They focus on how to get things done faster, better, and more efficiently.

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The why, when, and how of customer (re-)segmentation with ChurnZero CCO Alli Tiscornia

ChurnZero

Does your Customer Success team have the right structure, workload, and engagement model to hit its goals? Re-segmenting your customer base is a natural evolution of your company, product, and team’s growth. We also had to think about how we were doing their variable compensation to incent fairness across the team.

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11 Ways to Effectively Reduce Customer Support Load

User Pilot

In this article, we will learn how to effectively reduce the load on your customer support team with 11 effective tactics. TL;DR Product complexity, new features and updates , and poor onboarding can lead to high customer support loads. Use customer support tools to reduce your support team’s need for human intervention.

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How to Create Client Onboarding Process in Financial Services

User Pilot

Challenges involved in user onboarding include keeping up with regulations, ensuring data quality, overcoming legacy system limitations, implementing robust security measures, and providing ongoing staff development. Legacy systems : Outdated systems can hinder onboarding efficiency, and modernizing your tech stack can be costly.