CSM Insight
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    • Background
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      • DeepCrawl (CS Consulting)
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      • Leyton (Win, Loss & Churn Analysis)
      • SafetyCulture (CS Audit)
      • Gordian (CS Training)
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Customer Success Consultancy

As a Customer Success Leader with over 15 years experience, I know how important it is to have the right corporate "building blocks" in place so that it truly delivers on increasing lifetime customer value.

I have worked with companies of all sizes and maturity levels to help them implement and scale their Customer Success operations. ​​To help you succeed, I have broken down these blocks into individual segments and look forward to helping you apply these within your business.

Adam Joseph, Founder, CSM Insight

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Adam has been helping us implement new processes and put a better structure around our Customer Success framework. His empathetic approach and sheer industry expertise  enabled us to implement strategies methodically that are now paying off. 

Rory Codrington, Founder & CEO, We Delight

​Customer Success Consultancy Services include:
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  • ​​Creating/Reviewing your Customer Success Framework
  • Customer Success Training
  • Defining CSM KPIs and Compensation Plans
  • Create/Improve Customer On-boarding Plans
  • Choosing/Implementing a CS Technology​
  • Develop, Enhance and Map the Customer Journey
  • Create/Improve Customer Segmentation Models
  • Create/Improve Customer Engagement Plans
  • Quarterly/Executive Business Review Preparation
  • Customer Council Planning & Execution​
Read the Case Study
Merely having teams titled as 'Customer Success' is not good enough; having the right strategy and operating model for CS throughout the organisation is key to obtaining retention and growth goals.
Shisher Wahie, Head of Global Customer Engagements @ GE Digital

Interested in hiring for Customer Success or looking for your next job? 
Let us help you fill or find your next role:
For Employers
​Looking for stellar Customer Success professionals to join your business?
For Candidates
Let us help you find your next great Customer Success role

    Want to talk about Customer Success?  Let me know
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  • Home
  • Win, Loss & Churn Analysis
    • Introduction
    • For Sales
    • For Customer Success
    • For Marketing
    • For Product Management
  • Customer Success Services
    • Consultancy
    • CS Check-Up
    • Training
  • Resources
    • Blogs
    • Podcasts
  • About
    • Background
    • Client Testimonials
    • Case Studies >
      • DeepCrawl (CS Consulting)
      • ON24 (Win, Loss & Churn Analysis)
      • Leyton (Win, Loss & Churn Analysis)
      • SafetyCulture (CS Audit)
      • Gordian (CS Training)
  • Contact