Customer success interim management and fractional leadership
A seasoned customer success leader takes charge of your team during a transition or on a fractional basis: continuity, performance and customer satisfaction.
Learn moreService 01 · Audit & consulting
Customer success audit and consulting
Struggling to pinpoint the pain points of your customer success teams? Rise assesses your organisation and gives you actionable recommendations, then helps you build a strong global CSM structure.
Experts who have been on the ground
Rise’s consulting engagements are led by experts who have themselves led global customer success teams. We start from your needs and constraints to build a tailored plan.
We don’t stop at audits and strategy: we help you run your business smoothly and find the right people.
What the engagement covers
- Assess your current customer success structure and identify areas for improvement.
- Define a customer success strategy aligned with your business goals.
- Recommend the key performance metrics (KPIs) to track success and drive growth.
- Design a global customer success team with clear roles and processes.
- Create playbooks for consistent and effective customer interactions.
- Support implementation on the ground, including training and mentoring.
- Deliver a comprehensive CSM handbook of best practices.
- Provide ready-to-use materials: playbooks, checklists and templates.
Testimonial
“Rise supported us in defining and setting up our Client Success team. Our consultant Hanène has extensive experience in the field and was able to quickly grasp our needs and challenges. Rise’s mission was effective and highly relevant; all their recommendations were implemented.” Other services
Training and coaching for customer success teams
Tailored training programmes for Customer Success Managers and CSM leaders, workshops and one-to-one leadership and career coaching, in English and French.
Learn more