Customer success at scale
Boost your renewal revenue and reduce churn rates with our done-for-you customer success service.
Find out how we help our clients create customers for life.
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How It Works
We take the handoff from your sales team and fast track your customer to realizing value from your product.
1
Define
We define what a successful product experience looks like for you and your customer.
2
Design
We design a customer experience that is centered around your customers' objectives.
3
Implement
We take your customers through a personalized product implementation process.
4
Evaluate
We conduct periodic "health checks" and prepare your sales team for renewals.
Your Benefits
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Your Partner
You've already built the product and made the sale - we help your customer have the best possible experience.
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Your Revenue
First impressions matter - producing satisfied customers requires an incredible onboarding experience.
Your Advocates
Turn customers into your best salespeople as you create an experience worth talking about.
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Your Blueprint
Develop and refine your playbook for future implementations to deliver incredible customer experiences at scale.
The proposal template that’s won over $30mn in funding for Digital Transformation projects.
Your Winning Digital Transformation Proposal. Done for you by our expert team.
What's Included?
Go-Live Playbook
A custom plan for your customer based on their needs
Customer Process Analysis
Your product integrated as part of your customer's existing workflow
Implementation Management
Project and communication management from post-sale through value realization
Training Materials
Detailed, living documents that can evolve with your customers use of the product
Health Check Retrospectives
Reports at specified milestones to ensure your customer is realizing value
Renewal Planning
Expansion analysis and actionable plan to prepare your team for renewal time
Why CoLo?
A Decade of Experience: Our team has 10+ years of top-tier management consulting experience, on both sides of product implementations for Fortune 500 companies.
Execution-Focused: We have experience in hands-on implementation - our team has successfully led big, complex, multi-year B2B SaaS implementations for our clients.
Expert Insights: We take the best of what works across industries for product implementations and provide you with a tailored playbook based on your needs.
Transparent: We have a clear and transparent development process; you will always be able to access our work in-progress and in real-time.
Value-Obsessed: Our unwavering focus is to create real, tangible wins for the end user.
Scale: Our templates and best practices empower your team, creating internal experts and setting the foundation for scale.
No-Fluff: We have a bias toward action and an aversion to excess.
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Our Clients Know Best
Whenever we have a need for consulting services, our initial outreach is to CoLo
The CoLo team was able to get up to speed quickly and were making process improvement recommendations within two weeks of the start of the engagement.
Their extensive experience and knowledge in the Care Management space is nothing short of impressive.
Our customers were blown away!
Our customers were blown away with the organization and structure, even though we were still a small team.
I can't recommend CoLo highly enough
In just five months, they built a beautiful MVP for the website, launched an accompanying iOS app with stunning efficiency, and gathered the data needed to make critical decisions about a digital marketing campaign.
The quality of their work and advice is on par with the best consulting firms in the world
On top of that, they’re professional and easy to work with. CoLo is now my go-to process consulting firm. Highly recommended.
CoLo's final product was actionable and very well thought out
CoLo's final product was actionable and very well thought out.
I would highly recommend working with CoLo Consulting.
Working with CoLo was a dream
Their communication throughout the project was unmatched and we couldn’t be happier with the final product.
If you need an expert team for your next high-priority initiative, look no further than CoLo Consulting.
Our Offerings
Our flexible pricing allows you to pick the right option for your needs and budget.
Do-It-Yourself
Perfect for a consultant or executive who needs a trusted framework, templates, and intermittent support for an implementation project.
We provide the templates and guidance - you onboard your customers.
Money-Back Guarantee
Implementation Playbook Template
Communication Plan Template
Go-Live Readiness Assessment Template
Process Map Template
Change Management Plan Template
Go-Live Plan Template
User Feedback Capture Template & Best Practices
Post-Go-Live Report Template
Product Implementation Best Practice Playbook
Renewal Preparation Template & Best Practice Playbook
Training Material Template
Three 1-hour coaching calls (Template & Best Practice Review, Implementation Check-In & Go-Live Prep, Go-Live Review & Ongoing Maintenance Planning)
$4,999
Done-For-You
Perfect for the executive who needs a dedicated team to lead the implementation and onboarding process for their customers.
We'll help you create customers for life.
Money-Back Guarantee
Implementation Playbook Template
Communication Plan Template
Go-Live Readiness Assessment Template
Process Map Template
Change Management Plan Template
Go-Live Plan Template
User Feedback Capture Template & Best Practices
Post-Go-Live Report Template
Product Implementation Best Practice Playbook
Renewal Preparation Template & Best Practice Playbook
Training Material Template
Three 1-hour coaching calls (Template & Best Practice Review, Implementation Check-In & Go-Live Prep, Go-Live Review & Ongoing Maintenance Planning)
Current State Workflow Analysis & Documentation (Customers')
Future State Workflow Analysis & Documentation (Customers') - Post-Go-Live
Implementation Planning & Execution
Go-Live Readiness Assessment
Change Management Planning and Execution
User Training Session Planning and Material Development
User Reference Guide Development
Organizational Risk Analysis & Ongoing Monitoring
Post-Go-Live Feedback Capture Planning
30/60/90 Day Plan (Post-Go-Live)
Immediate Next Steps (Post-Go-Live)
Ongoing Maintenance and Periodic Health Checks
Impact Analysis and Reporting (Data Analysis)
Feasibility Analysis and Expansion Planning
Renewal Preparation and Planning
Request Your Free Consult
Drop us a note to schedule a introductory call.
Even if we aren't the right fit, we'll help point you in the right direction.
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