Service Packages

FractionalSE offers services that help you at any stage of the of journey – Strategy, Design, or Implementation. Streamlined engagements can combine these phases into a single, focused, and efficient stand-up of your new Customer Success program.


WHY


Strategy &
Needs Assessment


  • Business Review
    • Industry / Product
    • Staff / Resources
    • Funding
    • Current Operations
  • Stakeholder interviews
  • Impact Analysis (Cost / Benefit)

  • Comprehensive Report
  • Approach Outline
  • $ 1,000
  • 1 week turnaround

WHAT


Planning &
Design


  • Needs Review as needed
    • Stakeholder Alignment
  • Detailed Process Assessment
  • Current Tool Assessment
  • Tool Integrations Research

  • Formal Process Outline
  • Vetted Tool Recommendations
  • Tool Integration Documentation
  • $5,000
  • 4-8 weeks (fractional)

HOW


Implementation &
Operation


  • Planning & Design outputs as needed
  • Tool testing and deployment
  • Integrations development, testing, and deployment
  • Documentation and Training
  • Staff Hiring Guidance
  • Ongoing Operations & Maintenance

  • Fully Operational System
  • Playbook, KPI Dashboard
  • renewable contract in 8-12 week (fractional) segments

STREAMLINED COMBINED ENGAGEMENT


Strategy + Design + Implementation + Playbook


  • Analysis of current business operations, customers, and product positioning
  • Recommendations of additional tooling for effective Customer Success / SE processes
  • Necessary integrations and Best Practice documentation
  • Realtime Playbook and Template Development
  • Performance Metric (KPI) Dashboard
  • Full SE ownership if needed

  • Fully Operational System
  • Playbook
  • renewable contract in 4 – 8 week (fractional) segments

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