Our Approach
We don't believe in one-size-fits-all solutions. A founder-led startup with $2M ARR needs different infrastructure than a PE-backed company preparing for a $50M exit. What works at $10M ARR can break at $100M ARR.
That's why our frameworks are stage-appropriate—designed to meet you where you are and get you where you need to go next. We focus on:
Rapid assessment to identify what's working, what's broken, and what's missing
Practical strategy that your team can actually execute (not consultant-speak that sits in a deck)
Hands-on implementation because strategy without execution is just expensive advice
Knowledge transfer so your team owns the playbook long after we're gone
We've built our reputation on being operators first, consultants second. We roll up our sleeves, get into the details, and don't leave until your team has clarity, alignment, and momentum.
Who We Serve
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When you need confidence that a portfolio company's CS function can scale—or when churn is threatening deal value—we deliver rapid due diligence, integration playbooks, and fractional leadership to de-risk your investment.
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Whether you're a founder trying to formalize your first CS motion or a VP inheriting a misaligned team of 50, we meet you at your stage with the right frameworks and hands-on support to drive retention and expansion.
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New to the role? Stuck on a critical initiative? Preparing for a board meeting or acquisition? Our workshops, coaching, and advisory services help you break through roadblocks and lead with confidence.
How we partner
Services Tailored to Your Stage of Growth
Assessment & Analysis
When you need answers fast—before an investment, ahead of a board meeting, or when something's broken and you need to know why.
Quick insights to inform decisions and identify opportunities
What We Deliver:
CS Org Audit & Maturity Assessment (2-4 week engagement)
Due Diligence for Venture Capital, Private Equity, and Home Offices (1-2 week rapid assessments)
Retention/Churn Analysis & Mitigation Plan
Go-to-Market Organizational Assessment and Optimization (review, assessment, resource optimization)
Ideal For:
PE/VC firms conducting due diligence
New CS leaders who need to assess what they've inherited
Companies experiencing unexpected churn spikes
Organizations preparing for fundraising or acquisition
Strategy & Execution
When you know what needs to change, but need expert guidance and proven frameworks to build it right.
The frameworks and capabilities you need to scale
What We Deliver:
CS Strategy Design (build from scratch or revamp)
Playbook Creation (renewals, onboarding, QBRs, segmentation, etc.)
Tech Stack Optimization (Gainsight, Catalyst, ChurnZero, etc.)
Revenue Enablement Projects (tie CS to growth & expansion)
Virtual / In-Person Workshops (2-3 day executive offsites or team trainings)
Ideal For:
Companies building or formalizing CS functions
Teams needing documented, repeatable processes
Organizations with underutilized CS platforms
CS and GTM leaders preparing for key meetings or transitions
Ongoing Partnership
When you need experienced operators embedded in your business—not just advising from the sidelines.
Hands-on leadership and flexible support
What We Deliver:
Fractional CS Leadership (3-12 month engagements)
Embedded, hands-on leadership to run your CS organization during critical periods: scaling through rapid growth, post-acquisition integration, leadership transitions, or turnaround situations. We build the team, drive execution, and transfer knowledge.Hourly Consulting, Advisory & Coaching
On-demand access to our expertise for CS leaders who need a sounding board, strategic guidance, or help navigating complex decisions. Flexible engagement for ongoing support without full fractional commitment.Speaking Engagements
Bring proven GTM expertise to your conference, investor event, or portfolio gathering. We've spoken at Gainsight Pulse, on leading podcasts like Unchurned, and at private PE/VC forums.
Ideal For:
Companies without a VP/Head of CS (or in transition)
PE-backed companies navigating leadership changes
Organizations going through acquisitions or integrations
CS leaders who need an experienced coach and advisor
Events seeking credible, battle-tested speakers
Not sure where to start?
Let's talk about what you're facing and find the right fit.
Most engagements start with a conversation—no pressure, no sales pitch. We'll ask about your stage, your challenges, and your goals. Then we'll recommend the approach that makes the most sense for where you are.