Built for Totango. Designed to Drive Results.

The Customer Success Foundation Package from SFE Advisors is designed to help you unlock the full potential of your Totango instance. Whether you’re newly onboarded or seeking to optimize a current setup, this foundational engagement ensures you’re positioned to drive meaningful outcomes through strategic alignment, data clarity, and team efficiency.

What’s Included:
Full Instance Review: A comprehensive audit of your Totango environment evaluating structure, configuration, modules in use, and alignment with your business objectives. We’ll identify gaps, inefficiencies, and opportunities for quick wins around the key areas below:

Health Configuration & Segmentation: Whether you’re starting from scratch or refining an existing model, we’ll meet you where you are. For teams new to customer health, we’ll help you define and implement a clear, actionable baseline health profile grounded in real indicators of risk and opportunity. For those with existing health configurations, we’ll assess and offer guidance on optimizing what’s in place—streamlining where needed and identifying opportunities to enhance accuracy and impact. This work also includes segmentation strategies that support scalable, targeted engagement across lifecycle stages—starting with what’s manageable today and offering a roadmap for future growth. Additional health profile work can be purchased as an add-on service.

Team Buy-In & Enablement: Strong outcomes require buy-in from the right people. We’ll meet with key points of contact to understand team structure, workflows, and goals, then provide tailored guidance to help drive alignment around roles, responsibilities, and priorities. Direct enablement or training sessions with broader teams are available as an additional service.

Automation Design: Smart workflows save time and ensure consistency—but only when they’re thoughtfully designed. We’ll assess your current automation setup (or identify opportunities if you’re starting fresh) and design key automations that align with your success plays, improve visibility, and support proactive engagement. We we offer hands-on build support as an optional add-on.

Data Alignment & Integrity: Your insights are only as strong as the data behind them. We’ll evaluate the customer data flowing into Totango today—understanding your current sources, identifying gaps or additional systems you may want to connect, and helping you develop a plan that supports accurate, decision-ready insights. Implementation of integrations or data cleanup is available as an optional add-on.