Diagnose
Customer Success Audit
An independent assessment of how your Customer Success function runs today, so you know what to improve first to protect renewals and growth.
Learn moreCustomers for life don’t happen by accident.
They happen when the right culture, the right people and the right operating model work as one.
Request a 30-minute conversationBuild customer operations that support growth
We help organizations strengthen customer retention, improve onboarding and make service delivery more predictable, by aligning people, processes and leadership.
Build
Service Delivery Design
The operating model that carries a signed deal through to a customer who is using the solution and getting value, and keeps it there as volume grows.
Learn moreLead
Fractional Leadership
Interim or part-time Customer Success and Service Delivery leadership when a leader leaves, a team is new or growth outpaces the team.
Learn moreService Delivery and Customer Success are usually run separately. They share one outcome: a customer who adopts, renews and becomes a reference.
Stronger retention. Smoother onboarding. More predictable delivery.
Organizations bring InsightEdge in when they want to:
- See where accounts fall between Sales, Implementation and Customer Success
- Know which metrics predict renewal, not just report it
- Right-size onboarding to customer complexity
- Keep delivery capacity in step with sales growth
- Build an operating model the team owns and keeps using
You come away with
Findings and a plan, or a working model, that your team can run on its own.
The practice
Experience across six industries
Hands-on across Sales Operations, Revenue Operations, Product Management and Business Development.
Aviation & AerospaceAirline portfolios, account governance and merger integrationHealthcare & Health TechEnterprise imaging, implementation programs and clinical governancePublic Safety & Emergency CommsMission-critical service operationsTelecom & MediaCustomer operations at scaleEnterprise Tech & IT ServicesDelivery, support and managed servicesInsurance & Public SectorLarge, regulated customer environments
25+Years, executive level
6Industries
GlobalEnterprise & public sector
Career experience includes work withBoeing · Air Transat · McKesson · Change Healthcare · Optum · IBM · Videotron · Dynacom · Voyus Canada · E-Comm 911 · ICBC · Vancouver Coastal Health
Does your commitment to customers show up in everyday decisions across your organization?
Start with a 30-minute conversation.
No obligation. We talk through your priorities and whether we can help.
Request a 30-minute conversation