Workflow Optimization

Get efficient when you reduce manual efforts and do more with less. If you're unsure of where to start, this is the perfect first step!

What's a Workflow Optimization?

A workflow optimization is a 4 to 6 week engagement in which we learn your goals and strategic objectives, and then compare them to your current state. We will determine what needs to get done to help you reach your intended outcome. At the end of our time together, we will provide you with a roadmap (not date-based), that shows what needs to get done and in which order for you to meet your goals.

Our WFO includes:

  • Review of current workflow and organizational structure.

  • Identify opportunities to improve employee and customer experience with more efficient workflows.

  • Review of current tools and systems, after which will provide recommendations on the best tools to do more with less (up to 5 tools assessed).

  • Roadmap for future organizational structure and design required for scaling Customer Success.

  • Document workflows of customer experience, entry points, activities performed (including follow-up and workshops), owners, outcomes and survey requirements.

  • Recommend Service Level Agreements  (SLAs) for improved customer experience and better employee accountability.

  • Gap analysis on tools and processes (will include roles and expectations).


Build your Customer Experience for scale
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