We enhance your customer facing services.

Do you know where you want your service to take you and do you have what it takes to get there? To be successful with services, you need a plan and the ability to execute.


We've got you covered.

We have the experience, research and processes to help you achieve your service goals. We evaluate your current capabilities for service success. We provide a roadmap for prioritizing and achieving your most important outcomes with recommendations for adopting best practices and improving competency maturity. We provide expert guides and playbooks to help you implement service best practices that lowers churn, uplifts NPS and NRR and enables strategic transformation, and optimizes cost of services.


We provide remote and onsite services to help you increase efficiency of your program.


We ONLY offer highly customized workshops and coaching to your staff based on our proprietary needs assessment conducted prior to the engagement.

Sales/Marketing Help

We work with you to assess how your tool or service can be introduced to prospects and leads for best product market fit.

By the Numbers


Years of Experience




Clients Managed


Intl. Partners



Designing a New QBR Framework for Major European App Vendor

InfoIvy was invited to work with a leading app vendor in the UK to study their Quarterly Business Review process and to optimize it for their client base. Based on customer sentiment surveys and direct customer feedback it had become apparent to the vendor that their QBR process was not working and that their QBRs were not meeting the needs of the customers. They wanted to completely revamp the process, the presentation and post QBR activities. 


InfoIvy worked with the management and CSMs and did a deep dive to identify the gaps and blind spots. As part of the commissioned findings and recommendations report, InfoIvy presented ways to address each of the identified gaps. 


Vendor put in place a new and updated framework based on the InfoIvy report and have since noticed an appreciable improvement in how their customers now perceive the QBRs as well as NPS scores.



"Shankar provides awesome service to both clients and coaching students."

Carol A.
June, 2021



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