PCX_06Product & Customer Experience System™ 3–4 weeks

    CX Operations & Customer Success

    Stand up a customer success and support function that scales without breaking quality.

    Why it matters

    Most CS teams scale with linear headcount and degrade quality. A coverage model + tiered SLAs + health-score system + QBR cadence is the only way to scale CS without breaking the customer relationship.

    Scope covered

    CS org & coverage model (segments × motions)
    Tiered SLA & escalation framework
    Health-score model (usage + sentiment + ops)
    QBR & EBR cadence by tier
    Renewal forecasting & risk reviews
    Support deflection (KB + bot + community)
    CS-to-Sales expansion handoff
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.

    1. 1

      CX & CS org diagnostic

      Week 1

      Map current CX / CS / support org, ratios, tooling and SLA performance against ARR coverage.

    2. 2

      Segmentation & coverage model

      Week 1–2

      Design tiered coverage (high-touch / tech-touch / pooled) with CSM ratios and account-load math.

    3. 3

      Playbook library

      Week 2–3

      Build the CSM playbook library — onboarding, QBR, expansion, save, renewal — with templates and triggers.

    4. 4

      Health-score model

      Week 3

      Construct a multi-signal customer health score (usage, sentiment, support, payment) with auto-routing.

    5. 5

      Ops & tooling rollout

      Week 3–4

      Deploy on modern CS platform; install the weekly ops review and renewal forecasting.

    Deliverables

    • CS org & coverage model
    • SLA & escalation framework
    • Health-score system
    • QBR & renewal cadence

    KPIs & Targets

    • Gross renewal rate≥92%
    • CSAT (support)≥90%
    • QBR coverage (Tier-1)100%
    • Deflection rate≥30%

    Stakeholders

    Head of CSSupport LeadRevOpsProduct

    Timeline

    3–4 weeks