Foundational Strategy

Our CS Jumpstart Audit is a focused, two-week engagement designed to give you clarity and momentum fast. We dive into your Customer Success operations end-to-end - onboarding, renewals, playbooks, health scoring, and beyond - surfacing both gaps and immediate wins.

You’ll receive a clear map of your current state, insights on where processes break down, and a prioritized action plan for what to fix now versus what to scale later.

This service accelerates your ability to turn retention into a reliable growth lever, replacing trial-and-error with a blueprint aligned to your GTM motion. Ready to cut through the noise and set a stronger foundation? Let’s jumpstart your CS function with speed and confidence.

This sprint ensures your team focuses on the accounts with the highest revenue potential while still creating scalable systems for long-tail customers. The result: stronger retention, smarter resource allocation, and a CS function built for efficiency.

Stop spreading efforts thin — start doubling down where it counts. Let’s design segmentation that fuels both retention and expansion.

Our Strategy Intensive is a one-day, high-impact deep dive into your most pressing Customer Success challenges. Hosted live — in person or virtually — this session compresses weeks of strategy work into a single, action-packed day.

We’ll map your pain points, diagnose growth blockers, and co-create solutions in real time. By the end, you’ll have a focused plan that tackles your priority issues head-on, with the clarity and alignment to start executing immediately.

This is built for founders, executives, and CS leaders who need answers now — not next quarter. When growth can’t wait, a VIP Day delivers the momentum.