Our Services

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Guide

New & seasoned CEOs & Customer Success leaders benefit from engaging customer onboarding & enablement expert, Donna Weber, on an ongoing basis with her exclusive Trusted Advisor Services.

  • Achieve strategic business outcomes

  • Gain immediate value for you & your teams

  • Address pressing challenges & opportunities without disrupting your immediate business

  • Fine-tune processes & teams

  • Enhance your leadership skills

  • Gain perspective & get accountable 

  • Have a sounding board to work through ideas, gain insights, & make faster decisions

  • Receive valuable resources & templates 

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Assess

We determine your current state by analyzing existing people, processes, & technology.

  • Explore existing Customer Success, customer onboarding & enablement approaches

  • Conduct gap analysis

  • Uncover trends with customers, internal teams, & competitors

  • Map customer journeys

 
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Orchestrate

We partner to orchestrate a strategy & roadmap that works for your customers, products, & teams. 

  • Provide expert recommendations & guidance

  • Align with industry best practices

  • Capture obstacles & opportunities

  • Define strategic initiatives to move the needle

  • Build roadmap

  • Determine success criteria & key metrics to measure the impact 

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Execute

We work alongside to support you & your team to execute the roadmap.

  • Construct scalable customer onboarding, enablement, education, & engagement programs

  • Deliver high, low, & tech touch approaches

  • Define current customer care & maturity

  • Map customer journeys & maturity models 

  • Build & deploy playbooks

  • Build premium Customer Success services & packages

  • Create go to market plans for services & products

  • Conduct vendor analysis, selection, & implementation to scale

 

Master

Orchestrated OnboardingTM

 

Learn from customer onboarding expert, Donna Weber, in a series of intimate and interactive sessions.

• Learn best practices to create customers for life

• Engage with a cohort of your peers  and learn how to quickly guide new customers to success

• Come with your current customer onboarding framework, leave with your optimized framework

• Receive individual coaching (optional)

 
This masterclass on the Orchestrated Onboarding framework includes three two-hour sessions, with an option to include 1:1 coaching sessions with Donna Weber (value $500 each)
 
This Masterclass enables you to:

• Explain why onboarding is the most important part of the customer journey

• Leverage the six stages of the Orchestrated Onboarding framework to quickly drive customers to success

• Create a framework to onboard and enable your customers

• Break down silos to create a seamless customer experience


Receive exclusive examples, resources, and templates to quickly drive your impact.
All sessions will be recorded for participants. 


Class size is limited to twelve participants

Options: 

• Three-part Masterclass: $1750 for Masterclass

• Three-part Masterclass and one coaching session with Donna Weber: $2150 

• Three-part Masterclass and three coaching sessions with Donna Weber: $2950