What We Offer
Finding yourself stretched thin, juggling numerous responsibilities while trying scale?
Allowing experts to take the reins in nurturing client relationships ensures that every client receives the attention they deserve, enabling founders to thrive in their roles as visionaries and leaders.
Verityx helps get you to that goal.
Value Discovery
STEP 1
What to Expect
Focused Strategy Deep-Dive
Identify key challenges and quick wins
Evaluate existing processes and data visibility gaps
Pinpoint high-impact opportunities for optimization
Customized Roadmap
Clear, actionable next steps tailored to your business model
Strategic priorities aligned to your current growth stage
Defined execution path to drive meaningful improvements fast
Expert Guidance & Outside Perspective
Identify blind spots in tracking, reporting, and execution
Clarify what's working—and what’s not—with fresh eyes
Receive unbiased, strategic recommendations grounded in experience
NRR Growth Audit
2 Hour Strategy Sessions
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.
Ideal For:
✅ Startups & growing teams
✅ Expert-led process assessment
✅ Clarity on churn & retention
✅ Quick, high-impact wins
Ready to get into action creating your strategy? Let’s get started.
$500 per session
NRR Growth Program
4 Week Strategy Build Out
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.
Retention Strategy
STEP 2
Starting at $10,000
Ideal For:
✅ Teams who have completed the Verityx CS Audits and need execution support
✅ Businesses ready to create scalable, structured retention strategies
Ready to turn your roadmap into strategy? – Let’s build the systems that drive revenue retention.
What We Build
Escalation & Risk Management SOPs
Documented escalation paths and ownership at every level
Defined SLAs and response protocols for high-risk scenarios
Visibility tools and triage workflows for proactive risk mitigation
MBR & QBR Sequences
Standardized templates and agendas aligned to customer value
Scheduling automation, follow-up cadences, and success tracking
Frameworks to transform check-ins into strategic growth conversations
Client Lifecycle Workflows
End-to-end task paths for onboarding, adoption, and renewal
Clear owner responsibilities and triggers across each phase
Aligned workflows for cross-functional delivery and CS collaboration
CS Task Automation Plans
Automations for recurring tasks, reminders, and progress tracking
Workflow efficiency improvements to reduce manual overhead
Task systems integrated into your existing tools and tech stack
Ready to get into action creating your strategy? Let’s get started.CS Playbooks
Playbooks for onboarding, handoffs, renewals, and expansions
Response guides for common objections and red flag scenarios
Embedded training assets and SOPs for fast CSM onboarding
Process Blueprints for Day-to-Day Execution
All foundational processes built to support hands-on execution
Aligned to your team structure, client expectations, and growth goals
Designed so a CSM can confidently run point on the entire experience
Day to Day Strategy Execution
Ongoing Partnership
Your fractional CS team—without the overhead of an in-house department.
We manage MBRs/QBRs, drive client conversations, and connect critical data to your feedback loop for actionable improvements. Providing deep data insights and client feedback with monthly leadership review sessions.
Starting at $3,000/Mo
Pricing will be dependant on client count and needs, assume 3-6% of your MRR.
Ideal For:
✅ Teams who have completed the Strategy Build and need daily execution support
✅ Businesses ready to implement scalable, structured retention strategies
Ready to turn your strategy into action? Let’s go!
What We Do
Fractional Customer Success Leadership
Strategic planning and execution without the overhead of a full-time hire
Team training, enablement, and coaching to build internal capability
Process design and optimization tailored to your business model
Complete Client Experience Management
Success planning that aligns with customer goals and lifecycle stages
Ongoing health monitoring to identify risk and opportunity
Expansion strategy to unlock upsell and cross-sell potential
Revenue Optimization
Net Revenue Retention (NRR) tracking and targeted improvement plans
Design and management of upsell and cross-sell programs
Churn prevention through early risk detection and intervention
Systematic collection and use of client feedback
Continuous Success Management
Regular MBRs/QBRs to ensure alignment and momentum
Success metric tracking, including CSAT and NPS
Stakeholder reporting that drives accountability and visibility
Ongoing strategy refinement to support scale and retention