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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."

- Lerin Baker

Lead Customer Success Manager

April 16, 2025

★★★★★

Service Details

From chaos to clarity — your full Customer Success infrastructure, built and ready to execute.

woman in black shirt sitting on chair in front of laptop computer
woman in black shirt sitting on chair in front of laptop computer

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

two woman sits on sofa chairs inside house
two woman sits on sofa chairs inside house

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

woman in blue long sleeve shirt using silver macbook
woman in blue long sleeve shirt using silver macbook
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