The Successful Customer

Maximize Your Investment
in Customer Success


Financially Sound Strategies for Customer Success! 

Management Consulting that Optimizes Your Investment

Delivering Customer Success Results

Customer Success: Financial Foundations

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Customer Success is all about improving Customer Lifetime Value (LTV), and optimizing it requires investment!  

The Question is "How Much, Where, and When?  

Find out more

Focussing Your Investment : Segmentation

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Once a Prospect Becomes a Customer, Everything Changes. 

"Customer Segmentation" is not "Sales Segmentation"!  Developing a  segmentation strategy focuses your investment 

and Customer Success resources on activities that 

Optimize Customer Lifetime Value and Increases Your Valuation.

Segmentation Aligns Your Strategy and Business Objectives.


Your Investment: Results That Scale

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A Financially Sound Strategy Defines Your Tactics: 

Our management consulting best practices provide a foundational strategy for defining tactics that enable your customer success team to drive revenue retention and growth.  In the words of Sun Tsu:  

“Strategy without tactics is the slowest route to victory, 

Tactics without strategy is the noise before defeat.”  

Additional Insights

Our Blog: Covering Current (and sometimes controversial) Customer Success Topics!

Let's Talk

Reach out and I'll send you our "Financial Foundations" template. We can hop on a call to discuss once you've played with it!