Build the post-sales system that protects recurring revenue.

Verityx helps growing B2B SaaS, BPO and service companies fix the operational gaps behind slow onboarding, hidden account risk and preventable churn.

Engagement Options

Discovery

3 Focused Sprints

Project

Retainer

Free Retention Strategy Call

2 Hour

Retention Strategy Sessions

Post-Sales Project

Fractional Retention Leadership

Free

$500

$3.5K+

$2-$6K

per 2 Hour session

Each Session addresses a specific operation. The sessions can be booked individually, but they are designed to build on one another.

Project-based

Custom project covering workflows, playbooks, health signals, metrics and reporting.

Ongoing monthly

Execution, leadership, coaching and performance management.

Min 10 Hours/Mo

Discovery

30-min strategy call Determine fit and identify the likely problem.

— RECOMMENDED SEQUENCE

Three sessions. One connected retention system.

Sessions can be booked individually, but they are designed to build on one another.

SESSION 01

SESSION 02

SESSION 03

Establish the foundation
Define customer value
Turn retention data into decisions

Clarify your post-sales processes, ownership and customer data.

Identify the outcomes customers expect and determine how to measure and communicate ROI.

Define the right churn and retention metrics, investigate what is driving them and create a repeatable process.

Not sure where to start? Book the complimentary Session and I will recommend the appropriate entry point.

Learn More
Learn More
Learn More

COMPLIMENTARY DISCOVERY SESSION

Ready to find the gaps behind preventable churn?

Start with a complimentary 30-minute Retention Strategy Call. We will discuss what is happening in your post-sales operation, where the greatest risks may be and whether Verityx is the right partner to help.

COMPLIMENTARY SESSION

— Deep Operational Discovery

Not sure leadership has the full picture?

Sometimes the largest retention gaps are only visible to the people doing the work every day. If processes are undocumented, teams describe them differently or leadership lacks visibility into frontline workflows, a two-hour strategy session may not provide enough discovery.

• In-Depth Audit

The Post-Sales Operational Diagnostic

Leadership Input

Frontline Interviews

Align executive goals and uncover discrepancies between high-level retention strategy and daily execution.

Engage CSMs, onboarding managers, and support leads who spot account friction and risk factors early.

Combines leadership input, frontline interviews, system review and process analysis to uncover how the customer operation actually works.

System Review

Process Analysis

Audit CRM workflows, health scoring rules, and cross-team data handoffs for blind spots and delays.

Map end-to-end customer journeys to pinpoint undocumented tasks, bottlenecks, and churn levers.

Strategy Session 1 Details

Strategy Session 2 Details

Strategy Session 3 Details

Retention Roadmap

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

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

Examples of Project and Fractional Support

COMPLIMENTARY DISCOVERY SESSION

Ready to find the gaps behind preventable churn?

Start with a complimentary 30-minute Retention Strategy Call. We will discuss what is happening in your post-sales operation, where the greatest risks may be and whether Verityx is the right partner to help.

COMPLIMENTARY SESSION

"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."

- Lerin Baker

Lead Customer Success Manager

April 16, 2025

★★★★★

hi@verityxcs.com

770-681-3178

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