Mapping out your cadence is half the battle
Whether building a new customer success team from scratch, maturing an existing one, or preparing to implement a CS tech platform, everyone wants answers.
What’s the process?
Who owns what?
What are the triggers?
Workflow mapping provides the blueprint for customer success evolution.
Sample workflow map
More than a RACI
Sample workflow map
Workflow mapping takes time, expertise & facilitation
Method Garage can help
Having mapped countless B2B customer success journeys, Method Garage has the experience and best practice knowledge to whip your CS cadence into shape... fast. Our core competencies are in customer insights, journey mapping, customer success design, and stakeholder facilitation. These skills uniquely position us to help you focus on what matters and manage the change.
Typical engagement: fast and affordable
Working with us feels different. We are human-centered and scrappy, yet bring a wealth of best practice knowledge. We help you see your company, products and services through the eyes of your employees and customers. We often align product, service, sales and customer success teams under a common purpose - all touchpoints are in play.
Week 1 - Immerse in your company details including any relevant processes, projects, presentations & reports
Week 2 - In-depth interviews conducted virtually with internal SMEs, stakeholders and a few customers
Week 3 - Virtual mapping & synthesis workshop with key SMEs and stakeholders
Week 4 - Virtual validation workshop with key stakeholders and leaders
Week 5 - Final workflow maps and recommendations delivered by Method Garage
Why Method Garage?
We’ve lived in your shoes, as former Customer Success & Services executives in large technology companies
We have been mapping customer success journeys and processes for B2B tech companies since 2016
We understand what it takes to bridge internal silos
We make it fun and executive grade
We are proud partners of TSIA and Gainsight
