Customer Success & Go-To-Market Consulting
Build a revenue engine that retains, expands and scales.
We help B2B SaaS companies align Customer Success and Go-To-Market strategy to drive predictable revenue, stronger retention and sustainable growth.
Advising
- SaaS Founders & CEOs
- Chief Customer Officers
- Chief Revenue Officers
- CS & GTM Leaders
- Revenue Operations
Our point of view
Customer Success is your growth strategy.
Most companies design go-to-market to win the deal and leave retention to whoever inherits the account. In recurring revenue, that is only half the loop.
We design acquisition, onboarding, adoption, renewal and expansion as one continuum, then help your teams run it.
How we think about consultingChallenges we solve
The revenue problems that rarely show up in a single dashboard.
These challenges are connected. Churn often starts with targeting; weak expansion often starts with onboarding. We diagnose the system, not just the symptom.
- 01
High customer churn
Customers leave for reasons the business only discovers after the fact.
- 02
Low net revenue retention
Growth depends on new logos because the existing base isn't compounding.
- 03
Ineffective onboarding
Time-to-value is long and inconsistent, and early momentum leaks away.
- 04
Poor Sales-to-CS handoff
Context, commitments and success criteria are lost at signature.
- 05
Unstructured CS operations
Outcomes depend on individual effort rather than repeatable systems.
- 06
Low expansion revenue
Growth inside accounts is opportunistic, unowned and hard to forecast.
- 07
Fragmented GTM strategy
Marketing, Sales and CS work to different customer definitions and goals.
- 08
No customer health visibility
Risk and opportunity surface too late for the team to act on them.
The retention gap
Most SaaS companies are standing still on their existing base.
Independent benchmarks show the typical private B2B SaaS company barely grows revenue from existing customers. The difference between standing still and compounding is designed, not discovered.
- 101%Median net revenue retention
The median private B2B SaaS company barely grows its existing customer base year over year.
Source: SaaS Capital, 2025 (opens in a new tab) - 91%Median gross revenue retention
Roughly one dollar in eleven of recurring revenue is lost to churn and downgrades each year.
Source: SaaS Capital, 2025 (opens in a new tab) - 86%Gross retention low point, 2023
Gross retention dipped in 2023 and has been working back toward the 90% level since.
Source: KeyBanc Capital Markets & Sapphire Ventures, 2025 (opens in a new tab) - 67%B2B buyers who prefer a rep-free experience
Digital-first engagement has to be designed into GTM and Customer Success, not bolted on.
Source: Gartner, 2026 (opens in a new tab)
View data table
| NRR | Start | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|---|
| 90% | $1.00M | $900K | $810K | $729K | $656K | $590K |
| 100% | $1.00M | $1.00M | $1.00M | $1.00M | $1.00M | $1.00M |
| 110% | $1.00M | $1.10M | $1.21M | $1.33M | $1.46M | $1.61M |
| 120% | $1.00M | $1.20M | $1.44M | $1.73M | $2.07M | $2.49M |
View data table
| Segment | Dimension | Median GRR |
|---|---|---|
| ACV above $250K | Contract value | 95% |
| Multi-year contracts | Contract length | 94% |
| Bootstrapped | Funding | 92% |
| All companies (median) | Overall | 91% |
| ACV below $250K | Contract value | 91% |
| Annual contracts | Contract length | 90% |
| Equity-backed | Funding | 90% |
| Month-to-month | Contract length | 89% |
Consulting practices
Four practices. One connected revenue lifecycle.
Engage a single practice to solve a focused problem, or combine them into an end-to-end transformation of how your company acquires, retains and grows customers.
- 01
Customer Success Consulting
Strategy, operating model and journey design for a CS function that drives revenue.
- Customer Success Strategy
- Customer Success Operating Model
- Customer Journey Design
- Customer Onboarding & Implementation
- 02
Go-To-Market Consulting
ICP, positioning, sales motion and RevOps aligned to how customers actually buy.
- GTM Strategy Development
- Ideal Customer Profile (ICP)
- Buyer Persona & Customer Segmentation
- Positioning & Messaging
- 03
Customer Success Operations
Playbooks, tooling, data and automation that make CS scalable and measurable.
- CS Operations Strategy
- Customer Success Playbooks
- Customer Health Models
- Customer Success KPI Framework
- 04
Revenue Growth & Retention
Net revenue retention, renewals, expansion and value realization as one system.
- Net Revenue Retention Strategy
- Churn Reduction
- Expansion Revenue
- Upselling & Cross-selling
Capabilities across the lifecycle
Our approach
From diagnosis to a system your team owns.
Strategy decks don't retain customers. Our methodology moves deliberately from evidence to design to execution, and ends with capability transferred to your organization.
- 01
Diagnose
Build a fact base from your data, your customers and your teams. Identify the real constraints, not the assumed ones.
- 02
Design
Co-create the target model: strategy, segmentation, journey, operating rhythm, metrics and roadmap.
- 03
Align
Bring leadership across CS, Sales, Marketing, Product and Finance to clear, shared decisions.
- 04
Implement
Work alongside your teams to put playbooks, systems and governance into practice.
- 05
Optimize
Measure against agreed indicators, recalibrate, and hand full ownership to your organization.
Ways to work together
Three engagement models, scoped to where you are.
Most clients start with a Diagnostic Sprint. Fees are fixed and agreed before work begins, based on scope.
See illustrative engagement scenarios- 01
Diagnostic Sprint
3–4 weeks
Leaders who need a clear, evidence-based view of what is driving churn, weak expansion or GTM friction before committing to change.
What's included
- 12–20 stakeholder interviews across CS, Sales, Marketing, Product and Finance
- Retention, cohort and pipeline analysis from CRM, product usage, support and billing data
- 5–10 customer interviews, including recently churned accounts
- Journey, handoff and process assessment
You receive
Your involvement: An executive sponsor (about 2 hours a week) and access to data owners.
- 02
Transformation Program
12–24 weeks
Companies ready to redesign and implement their Customer Success or GTM operating model end to end.
What's included
- Co-design workshops with your leadership and working teams
- Segmentation, coverage, journey, playbooks and metrics
- Systems requirements and configuration support with your admins
- Enablement, governance and change management
You receive
Your involvement: A sponsor plus a working team of 3–6 people who will own the model afterwards.
- 03
Advisory Retainer
Ongoing, reviewed quarterly
CEOs and revenue leaders who want an experienced outside perspective on a recurring basis.
What's included
- Monthly working sessions with the leadership team
- Board and QBR preparation on retention and GTM
- Metric and forecast reviews
- Support with key hires and vendor decisions
You receive
Your involvement: The CEO or revenue leader, with others joining as topics require.
Outcomes
What changes when the system works.
Every engagement starts by agreeing the leading and lagging indicators we will move together. We report against your baseline rather than borrowed benchmarks.
Improved retention
Preventable churn is identified earlier and addressed with consistent, evidence-based responses.
Higher net revenue retention
Retention, renewal and expansion are managed as one system with clear drivers and owners.
Faster time-to-value
Onboarding is engineered around the moment customers first experience meaningful value.
Stronger customer adoption
Customers use more of what they buy, more deeply, and can articulate the outcomes it delivers.
Better GTM alignment
Marketing, Sales and Customer Success share definitions, data, handoffs and revenue goals.
Predictable expansion
Expansion becomes a qualified, forecastable motion instead of an opportunistic one.
Industries
Built for recurring-revenue businesses.
We focus on B2B companies where customer relationships are long-lived and revenue depends on retention and expansion.
B2B SaaS
Subscription businesses where retention and expansion determine long-term value.
Enterprise Software
Complex deployments, multi-stakeholder buying and long renewal cycles.
FinTech
Regulated, trust-sensitive customer relationships with high switching considerations.
AI & Technology
Fast-moving products where adoption and use-case maturity drive retention.
Cloud & IT Services
Recurring service relationships where experience and account growth go together.
Thought leadership
Frameworks and perspectives for revenue leaders.
Practical thinking on Customer Success, go-to-market, retention and the operating models behind them.
View all insightsCustomer Success as a revenue function: what actually has to change
Moving Customer Success from a cost center to a revenue function is less about titles and quotas and more about charter, segmentation and the metrics leadership trusts.
Read perspective Published October 21, 2026Your ICP should be defined by who stays, not just who buys
Most ideal customer profiles are built from closed-won data. Building them from retention and expansion outcomes changes which deals you pursue.
Read framework Published October 7, 2026Decomposing net revenue retention into drivers you can manage
NRR is a lagging, blended metric. Breaking it into its component drivers is the first step to improving it deliberately.
Read framework Published September 23, 2026
Start the conversation
Tell us where revenue is leaking.
A focused conversation about your retention, expansion and go-to-market priorities, and where an outside perspective could help most.