Streamlined GTM Customer Retention
We help early-stage founders integrate Customer Success into their existing team—or launch a lean CS function without hiring a full department.
Customer Success isn’t broken. It’s bloated.
With a network of 8,000+ RevOps and Customer Success specialists, we can connect you with the right specialist to customize retention strategies, and execution support to fit your business — no cookie-cutter solutions, ever.
Retention Roadmap
Perfect for scaling companies needing targeted insights and immediate action steps.
These intensive 2-hour sessions are fully customized to your business and provide an expert-led roadmap to optimize or lay the foundation for your churn, revenue retention, and post-sales process.
Playbooks and SOPs
From Insights to Execution— Our team will build out the systems that drive retention & expansion
You’ve completed the roadmap sessions—now it’s time to bring the strategy to life. The next step? Building out the processes and systems your team needs to execute at scale.
Day-to-Day Execution
Need help with the day‑to‑day? Pick your fit:
Option 1 - Empower & Support
Fractional Leadership - We train your team on our playbooks, shadow key calls, and stay on as fractional backup—so the muscle stays in‑house.
Option 2 - Done‑for‑You Insights
Fractional Team - We run the customer conversations, pull the data, and hand you decision‑ready reports—no extra headcount needed.
Option 3 - Recruiting Partner
Recruiting - We utilize our vast network to source the perfect fit for your team to direct hire.
"I’ve had the privilege of working directly under Danielle and I can confidently say she’s one of the most passionate and driven leaders I’ve ever worked with. Danielle brings a rare combination of innovation, strategic thinking, and a deep understanding of what drives customer value.
She single-handedly transformed our Customer Success organization, building it into a data-focused, metrics-driven function that not only improved our internal workflows but also strengthened our client relationships in meaningful, measurable ways. Her ability to develop and implement new processes has been game-changing for our team, streamlining our efforts and setting us up for long-term success.
As a leader, Danielle has been one of the most influential bosses I’ve ever reported into. She leads with empathy, compassion, and a genuine care not just for our clients, but for every member of her team. Her thoughtful, people-first leadership style creates an environment where individuals feel supported, heard, and empowered to do their best work.
Danielle is also a natural problem solver—someone who approaches every situation with a solution-oriented mindset. No matter the challenge, she remains calm, focused, and determined to find the best path forward.
If you're looking for a leader who can elevate a team, drive meaningful change, and build a strong, customer-centric culture rooted in both results and empathy, Danielle is that person."


★★★★★
Service Details
From chaos to clarity — your full Customer Success infrastructure, built and ready to execute.
Retention Roadmap
What You Get
Focused Strategy Deep-Dive
Uncover key challenges and quick wins
Evaluate process gaps and data blind spots
Pinpoint high-impact optimization opportunities
Customized Roadmap
Clear, actionable next steps tailored to your model
Strategic priorities mapped to your growth stage
Fast-track execution for meaningful improvements
Expert Guidance & Fresh Perspective
Spot blind spots in tracking, reporting, and execution
Clarify what’s working—and what’s holding you back
Get unbiased, strategic recommendations that drive results
Processes & Playbooks
What We Build
Risk & Escalation Systems
Escalation paths, SLAs, and triage workflows
Proactive tools to prevent client churn and fires
Client Journey Workflows
Adoption, renewal, and expansion mapped end-to-end
Clear ownership, triggers, and success milestones
Growth & Retention Playbooks
Strategic MBR/QBR frameworks
Renewal, expansion, and red flag handling guides
Automation & Execution Blueprints
Task automation and SOPs for daily CS execution
AI integration
What We Do
Fractional Customer Success Leadership
Strategic planning and execution without full-time overhead
Team training, enablement, and coaching
Process design and optimization tailored to your model
Complete Client Experience Management
Success planning aligned to customer goals and lifecycle stages
Ongoing health monitoring for early risk and opportunity detection
Expansion strategies to drive upsell and cross-sell growth
Revenue Optimization
Net Revenue Retention (NRR) tracking and targeted improvement plans
Churn prevention through early risk detection and intervention
Systematic client feedback loops to guide growth
Continuous Success Management
Regular MBRs/QBRs to drive alignment and momentum
Success metric tracking (CSAT, NPS, Health Scores)
Stakeholder reporting and ongoing strategy refinement for scale
Day to Day Execution
sales@verityxcs.com
888-413-7881
© 2025. Verityx CS LLC. All rights reserved.
By contacting us, you agree to receive communications from Verityx CS LLC. We respect your privacy and will handle your data in accordance with our privacy practices. You may opt-out of communications at any time.