You will get a fantastic customer journey that enables success
Rising Talent
Rising Talent
Project details
You will get a clear and detailed insight into a best in class customer journey that will set you growth, satisfaction and stickiness rates apart. With over 10 years experience, I can quickly and easily analyse where a customer journey has pain points or gaps, and apply the right solutions for those points, in order to enable a smooth journey for any customer partnering with your organisation.
Project Type
Project Management, Customer Support, OtherWhat's included $2,000
These options are included with the project scope.
$2,000
- Delivery Time 3 days
- Number of Revisions 2
3 reviews
(3)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
NB
Narcis B.
Jan 16, 2025
Customer Support Expert To Improve Our Systems
WS
Will S.
Sep 5, 2024
Chief of Staff for mission-driven ed(tech) company
It's been a pleasure working with Charlotte
PI
Parker I.
Apr 2, 2024
Customer advocacy consultant
It was great working with Charlotte on my customer engagement platform. Will work with her more as the product evolves.
About Charlotte
Global COO - Operations and AI process alignment expert
100%
Job Success
London, United Kingdom - 11:14 pm local time
- Globally experienced and able to work US hours
- 24 hour response time
- Hyper growth Start up and Scale up background from Seed to Series D
- Strategic Business Operations and Customer Success consultant for SaaS
- Experienced in ISO compliance and governance
- AI fluent and experienced in process automation (Claude, Zapier)
- CRM and CSMS optimisation (Hubspot, Salesforce, Totango)
- Rev Ops process efficiency and cross functional alignment
🎯RECENT ACHIEVEMENTS 🎯
* Built operational strategy for pre seed start up and supported 10x growth within 12 months
* Led ISO 27001 audit
* Set up a series A customer success function from scratch
* Designed and implemented Hubspot as CRM system of truth in series A hyper growth start up
* Led global change project for CSMS implementation in post Series D scale up
* Managed acquisition integration for customer function at post Series D scale up
* Led review of global risk management framework and implemented data first Salesforce led program
* Set up an advocacy program for an EMEA region of customers
* Ran overhaul of Rev Ops alignment between Sales, Professional Services and Customer Success
* Developed roadmaps and processes for SaaS existing revenue growth
* Designed NPS and CSAT program for early stage startup
🏹 HOW I WORK 🏹
📍With Transparency - open communication on project scope, timelines, and concerns
📍With Clarity - clear on what I can (and what I can't) deliver
📍With Speed - efficiency is crucial to my own and to my clients' success
🔗SYSTEMS EXPERTISE 🔗
Claude Cowork - Zapier - Github - Hubspot - Salesforce - Totango - Jira - Monday - Asana - Tableau - Gainsight - Qlik - AWS - DocuSign - HelloSign - LinkedIn - HootSuite - Loom - Vidyard
Steps for completing your project
After purchasing the project, send requirements so Charlotte can start the project.
Delivery time starts when Charlotte receives requirements from you.
Charlotte works on your project following the steps below.
Revisions may occur after the delivery date.
Receive customer data
-
Build customer journey draft
-