Service 01

Customer Lifecycle Process Design

Design the handoffs, owners, and rules that move a customer from closed-won to cash collected.

When it helps

Sound familiar?

When the steps between teams are never designed, revenue slips through the gaps.

“Every team does it a little differently.”

“We find out about contract changes when the customer disputes the invoice.”

“No one owns the account once onboarding is done.”

Each team has its own way of working, but the steps between them were never defined. Information gets lost, customers repeat themselves, and contract changes miss billing.

Scope

What's included and what you receive.

Map how work actually moves between your teams. Then define the handoffs, owners, and rules that keep it moving.

Clear handoffs. Clear owners. Every customer moves from closed-won to cash collected.

What's included

Current-state workflow assessment

Customer journey and process mapping

Handoffs from Sales to Onboarding, Customer Success, and Billing

Required information, owners, and approval rules

Account change and escalation workflows

SOPs and team training materials

Data hygiene audits and operational health checks

What you receive

Current-state process maps

Handoff requirements and checklists

Ownership (RACI) and approval rules

SOPs and training materials

Data hygiene and operational health findings

Examples

What this can look like.

The right approach depends on your tools, team, and volume.

Closed-won to kickoff

Required info at deal close and a handoff summary the next team can trust.

Account changes

Upgrades, downgrades, and cancellations with clear approvals and billing triggers.

Next step

Tell me where work is getting stuck.

Book a 30-minute call. We'll look at where work is stuck and the right place to start.

Book a 30-Minute Call See Pricing