We do not sell advice.
We deliver a financial model with a calculable ROI
Two engagement models. Both productized. Both outcome-driven. No hourly billing.
We sell a financial outcome, not advice .
Every company we work with starts in the same place: churn is costing more than leadership thinks, expansion is underperforming, and nobody has quantified the total cost or built the investment case to fix it. Our engagements are structured to solve that in sequence. Diagnose the problem. Size the investment. Architect the fix. Measure the return.
THE CHURN TAX DIAGNOSTIC
A fixed-scope engagement that quantifies your revenue leakage and delivers the investment case to fix it.
Duration: 4-6 weeks
Investment: Starts at $15,000 (fixed scope)
What you get:
Custom Churn Tax calculation: revenue lost + sales dollars wasted + 3-year compounding cost.
CS Maturity Assessment scored across 7 dimensions using our proprietary model.
Revenue leakage quantification tied to your specific ARR, churn rate, expansion rate, and sales cost structure.
3-year investment case with ROI projections and NRR trajectory.
Exit impact modeling: what the transformation is worth in enterprise value at exit.
Prioritized 12-month transformation roadmap.
Board-ready executive presentation.
Who this is for:
CEOs preparing to make the case for CS investment to a board or PE sponsor.
CFOs who need the financial argument before approving headcount and tooling spend.
PE operating partners evaluating post-sale revenue risk in a portfolio company.
CS leaders who need executive buy-in and a data-driven roadmap to transform the function.
The diagnostic alone typically uncovers $1M+ in recoverable recurring revenue through retention improvement and expansion opportunity identification.
REVENUE RECOVERY RETAINER
Ongoing strategic architecture to execute the transformation. We deliver the blueprint. Your team implements. We hold the line on results.
Duration: 6-12 months
Investment: $10,000-$15,000/month
What you get:
Org design and coverage model architecture.
Compensation and incentive design aligned to retention and expansion targets.
Playbook frameworks: retention, expansion, onboarding, risk intervention.
KPI structure and forecasting model design.
Tech stack evaluation and recommendation.
AI workflow design and implementation guidance.
Monthly strategic review with executive stakeholders.
Accountability against the 12-month transformation roadmap.
Who this is for:
Companies that completed the Churn Tax Diagnostic and want ongoing strategic guidance through execution.
CEOs who need a senior post-sale revenue architect without hiring a full-time CCO.
Organizations restructuring their CS function and need expert oversight on the build.
This is not fractional leadership. We do not manage your team. We design the system, set the targets, and make sure the transformation stays on track.
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