How We Can Help

Accelerate your revenue growth with practical frameworks that enable Customer Success.

From strategic plans to repeatable, scalable playbooks and processes, our services are designed to optimize your customer experience and fuel your company’s growth. We work with pre-seed to Series A B2B tech companies to help you define where you need to be and align your team and processes around the highest priority initiatives.


A custom framework to build the right Customer Success model

Customer Success looks different at every organization – so where do you start? What comes next?

HealthCheck is a custom framework that will help you:

  • Determine the skills and specific roles you need now to ensure satisfied and referenceable customers
  • Identify the priority processes and playbooks you need to deliver maximum results and meet your goals
  • Map the customer journey to confirm when and how to optimize value so customers will renew and buy more


    Playbooks to fuel your growth

    Playbooks are an essential tool for creating structure, driving accountability, and ensuring desired outcomes are achieved.

    With our tailored playbooks you will:

    • Enhance key processes – onboarding, adoption, churn prevention, up-sell and renewal
    • Develop value-based customer case studies and testimonials
    • Create models for customer segmentation and engagement that drive customer lifetime value
    • Focus on impactful metrics and KPIs (key performance indicators) as you prepare for funding and keep your Board/ Investors informed


      Fractional Executive Leadership

      Sometimes your needs exceed your internal capabilities – or you simply need a fresh set of eyes to set you on the right course

      With a fractional VP Customer Success you can benefit from experienced, senior leadership without the long-term cost or commitment of a full-time role

      With a fractional VP Customer Success you will:

      • Gain access to deep knowledge when and where you need it most
      • Benefit from experienced guidance tailored specifically to your company for maximum results
      • Accelerate your teams development with best practices and impactful coaching

        Ready to accelerate your growth? Let us help you reach your goals.