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

Your Partner

You've already built the product and made the sale - we help your customer have the best possible experience.

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.

Your Blueprint

Develop and refine your playbook for future implementations to deliver incredible customer experiences at scale.

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.

About Us

Our Clients Know Best

Whenever we have a need for consulting services, our initial outreach is to CoLo

When our organization identified a need to assist the implementation team, CoLo immediately came to mind.

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.
Sheela R. Datta
Chief Client Officer, VirtualHealth

Our customers were blown away!

CoLo was ready to jump in immediately and find where they could actually be helpful, instead of just providing me with a presentation.

Our customers were blown away with the organization and structure, even though we were still a small team.
Erica Plybeah
Founder/CEO, MedHaul

I can't recommend CoLo highly enough

I engaged CoLo Consulting to drive the strategy and oversee the implementation of a new user engagement feature.

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.
Neil Herriot
Founder/CEO, Vouch Tutors & PearlBridge Partners

The quality of their work and advice is on par with the best consulting firms in the world

The quality of their work and advice is on par with the best consulting firms in the world. The remote nature of our engagement never got in the way.

On top of that, they’re professional and easy to work with. CoLo is now my go-to process consulting firm. Highly recommended.
Boo Umaly
Founder/CEO, Fundamental PPC

CoLo's final product was actionable and very well thought out

CoLo worked comfortably in the ever-changing start-up environment and crafted an approach and deliverables that met our unique needs.

CoLo's final product was actionable and very well thought out.

I would highly recommend working with CoLo Consulting.
Danielle Sykora
VP Provider Partnerships, Covera Health

Working with CoLo was a dream

CoLo immediately understood the challenges we were facing and put together a plan to deliver the results we needed.

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.
Sven Schulte
Founder/CEO, Pezula Projects & Experts

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

Get in Touch
MOST POPULAR

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

Get in Touch
*Contact us to discuss your project needs.

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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