Startup Advisory & Support Fixed-Fee Engagement

Customer Success Advisory & Support

Overview

A strategic engagement focused on developing and optimizing customer success operations for manufacturing and logistics startups.

Key Components

1. Customer Journey Analysis

   • Touchpoint mapping

   • Experience assessment

   • Pain point identification

   • Success metrics definition

2. Process Optimization

   • Onboarding process review

   • Support structure evaluation

   • Escalation pathway assessment

   • Communication flow analysis

3. Tool & Technology Review

   • System capability assessment

   • Integration evaluation

   • Automation opportunities

   • Reporting capabilities

4. Implementation Planning

   • Resource requirements

   • Timeline development

   • Budget planning

   • Success metrics definition

Engagement Structure

• Duration: 3 weeks

• Week 1: Process analysis and data collection

• Week 2:

  • Strategy development

  • Implementation planning

• Week 3:

  • Plan finalization

  • Documentation

  • Virtual executive presentation

Deliverables

1. Customer Success Strategy

   • Journey maps

   • Process documentation

   • Tool recommendations

   • Success metrics

2. Implementation Plan

   • Resource requirements

   • Timeline

   • Budget projections

   • Training needs

3. Executive Presentation

   • Strategy overview

   • Implementation approach

   • Success metrics

   • Next steps