Services

Three ways to work together.

A one-week audit, a 30-day implementation and ongoing leadership. Every engagement delivers documented processes, playbooks and scorecards for an easy transition.

01CS Audit02CS Foundation03Fractional Head of CS
01
Diagnostic

CS Audit

One week

Review of onboarding speed, account health signals and tooling. Requires read-only data access and one 30-minute interview.

Deliverables: written assessment across eight areas, a prioritized plan highlighting the three highest-impact fixes, and an executive readout. Fee credited in full toward the Foundation build.

Sales handoffOnboardingCustomer dataHealth and riskRenewals and expansionSupportCadenceReporting
02
Core build

CS Foundation

30 days, fixed scope and fee

A working CS operation in 30 days:

System of recordCRM with lifecycle stages, renewal fields, account owners and clean customer data.
OnboardingScoping template, kickoff deck, go-live checklist and a 30-day post-launch sequence.
Health and renewalsHealth scoring, at-risk alerts, a 90-day renewal pipeline and templates.
Cadence and reportingTiered check-ins, QBR template, monthly retention report and runbook.
Hiring scorecard for your first CSM
Includes two 30-minute calls a week, a shared Slack channel and a live onboarding with an active customer. Platform migration available as an add-on.
03
Embedded leadership

Fractional Head of CS

Monthly, 1 to 2 days a week

Interim, hands-on leadership to run and refine the system as you hire. One or two days a week. Three-month minimum, then month to month.

  • Renewal and expansion pipeline
  • Hiring and onboarding your first CSM
  • Ongoing recommendations, feedback and best practices
  • QBRs for your top accounts
  • Weekly health and retention reports
  • Clean handoff to your team

When we are not the right fit

Fewer than 15 customers, low contract values or mostly self-serve plans. In these cases, retention is typically owned by the product team, not CS.

How it starts

Start with a 30-minute conversation.

If it’s a fit, you’ll receive a detailed proposal within 48 hours.

Book a 30-minute call
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