ENGAGEMENTS
Three ways to work together.
Whether you need a sharp outside read in a few days, a quarter-long advisory engagement, or a full leadership-team workshop — every engagement is built on the same Customer Lifecycle Management framework.
i.
Strategic Advisory Sessions
1:1 Session 60-90 Minutes
Targeted 1:1 sessions for SaaS CEOs, CROs, CFOs and CCOs who need an outside read on a specific decision — fast. Hot topics that are top of mind for the leaders. Examples:
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GTM Strategy or Pricing and packaging review
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Customer Success org design and ownership models
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NRR / GRR diagnostic on your current motion
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ICP refinement and expansion-readiness audit
ii.
Executive Coaching
Engagements
Series · 3–6 months
Strategic and Operational advise for CEOs and their leadership teams — operationalizing the CLM model inside your company over a quarter or two.
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Bi-weekly working sessions with the founder/CEO and Leadership team
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GAP Analysis from current state to optimized CLM state
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Async review of key decisions, board materials, and customer programs
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Cross-functional sessions with CRO/CCO/CPO building alignment
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Direct access between sessions for high-stakes calls
iii.
Leadership Workshops
On-site or remote · 2-5 days
Strategic and tactical working sessions for SaaS CEOs and their leadership teams. We evaluate where your customer lifecycle is leaking revenue, recommend the right CLM model for your business, and align the entire executive team around a plan they can run.
You'll leave with:
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A CLM model designed for your specific company, segments, and stage
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A clear path from current-state execution to operationalized vision state
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A defined ICP and Customer Value Roadmap your team is aligned on
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A services strategy that closes the gap between product capability and customer outcomes
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A services program built for each GTM play
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A CX profitability and capacity plan the CFO can defend