Customer Success Consulting That Turns Retention Into Revenue

Partner with an expansion-first customer success consultant to raise Net Revenue Retention, reduce churn, and build a playbook your team can run on its own.

Why choose our customer success consulting

  • Align CS, Sales, and RevOps around clear expansion goals

  • Install lifecycle stages, health scores, and workflows in your CRM

  • Coach leaders on metrics, hiring, and capacity planning

  • Deliver measurable lifts in adoption, upsell rate, and NRR

Book a Free Discovery Call

Consulting models

land & expand diagnostic

Fast CS Health Check

Who it’s for
Customer-Success leaders or CEOs/founders who need a clear picture of their CS engine before they scale.

What you get

  • Online survey plus 60-minute kickoff call

  • Scorecard across six pillars: People, Process, Tech, Data, Metrics, Culture

  • Report highlighting gaps and a 90-day action roadmap

  • 30-minute debrief to prioritise next steps


    Guarantee: Full refund if the report doesn’t deliver any actionable value.

fractional cs ops builder

Workflow Execution

Who it’s for
CS leaders who have strategy but no dedicated CS Ops bandwidth.

What you get

  • 8-week sprint block with weekly deliverables

  • Health-score setup and lifecycle automation in your CRM or CSP

  • NRR and churn-risk dashboards ready for exec review

  • Playbook templates, SOPs and Slack support during the sprint

fractional cs leader

Strategic Cover

Who it’s for
Founders and CEOs who need senior CS leadership before hiring full-time.

What you get

  • One day per week of hands-on executive support

  • CS vision, OKRs and board-ready KPI pack

  • Weekly leadership sync and cross-team alignment

  • Hiring help plus playbook design for onboarding, adoption and expansion

Book A Free Discovery Call

Coaching models

cs leader accelerator

Who it’s for
Directors, Heads of CS, or newly promoted VPs who need a strategic sounding board.

What you get

  • Six one-to-one sessions across three months (90 minutes each)

  • Voice notes and async feedback on decks or board updates

  • Personal OKR plan and progress scorecard

  • Clear expansion strategy mapped to NRR targets

  • Hiring plan and org design for the next headcount milestones

  • Executive presence and board-level storytelling skill

cs ops practitioner

Who it’s for
ICs or new managers responsible for health scoring, workflows, and data hygiene.

What you get

  • Four bi-weekly working sessions (75 minutes)

  • Screen-share builds in your CRM or CSP

  • Access to templates: workflow checklist, dashboard library, SOP docs

  • Health score built and live

  • Two automated playbooks running (risk and expansion)

  • Dashboard bundle for NRR, churn risk, adoption

csm growth

Who it’s for
Frontline CSMs wanting to move from reactive support to proactive expansion driver.

What you get

  • Five weekly group sessions (max 6 participants, 60 minutes)

  • Role-play renewals and expansion calls

  • Homework with feedback and peer discussion

  • Confident renewal and upsell conversations

  • Personal playbook for adoption nudges and executive check-ins

  • A ready-to-use career development plan

Book A Free Discovery Call

faq

  • Book a free 30-minute discovery call. If we both agree it is a fit, we sign a two-page statement of work and schedule a kickoff within one week.

  • HubSpot, Salesforce, Pipedrive, Mixpanel, G suite, Asana, Zendesk, Intercom and standard BI stacks. If you have a different stack we adapt after an access review.

  • Ninety-five percent remote. On-site workshops can be added at cost for travel and lodging.

  • Diagnostic is paid up front via Stripe or invoice. Fractional retainers are invoiced monthly with 14-day terms.

  • You can cancel the Diagnostic anytime before the final report and receive a full refund. Fractional services require at least 30-day notice.

  • Yes. A mutual NDA is included in the statement of work to protect your data and IP.

  • You receive a private Calendly link to book times that suit your time zone. Leader Accelerator sessions run 90 minutes; CS Ops sessions 75 minutes; group CSM sessions 60 minutes.

  • You get Slack or email access for follow-up questions, feedback on decks, or quick troubleshooting. Response time is under 24 hours on business days.

  • Leader and CS Ops coaching is one-to-one and non-transferable. CSM Growth Coaching allows substitutions up to 48 hours before the cohort start.

  • One reschedule per engagement is allowed with 24-hour notice. Group sessions are recorded; replays are provided, but refunds are not.

  • Yes.

  • Absolutely. All discussions and shared materials stay strictly between coach and participant, protected by NDA in the coaching agreement.

📩 How It Works

1️⃣ Book a Discovery Call (Let’s assess if we’re a good fit.)

2️⃣ If we decide to move forward, we create a plan tailored to your goals.

3️⃣ Start scaling your CS function profitably with hands-on strategic support.