Revenue Recovery Advisory
A phased program to quantifying, stopping and reversing revenue leakage and accelerating value creation.
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.
Architect the recovery.
Measure the return.
Fixed scope. Fixed fee. Outcome-driven. No hourly billing.
PHASE 1: DIAGNOSTIC
Quantify the Churn Tax. Audit CS org maturity. Build the investment case.
Duration: 4 to 6 weeks
We start by calculating the total cost of your revenue leakage across the three layers of the Churn Tax: revenue that did not renew, expansion forfeited, and the sales and marketing dollars required to replace the lost base. We assess your CS organization's maturity across 7 dimensions and 110+ elements using our proprietary model, baseline your retention and expansion motion, and evaluate your AI, data infrastructure, and enablement readiness.
What you walk away with:
Custom Churn Tax calculation with 3-year compounding cost.
CS Maturity Assessment scored across 7 dimensions and 110+ elements, with a 5-stage maturity rating from Emergent to Transformative.
Revenue leakage quantification tied to your specific financials.
Retention and expansion lever mapping aligned to your customer journey.
Enablement readiness and gap assessment.
Recovery opportunity projections modeled by revenue impact.
The diagnostic typically uncovers $1M+ in recoverable recurring revenue.
PHASE 2: RECOVERY BLUEPRINT
Architect the recovery plan. Design coverage model and map value pathways.
Duration: 4-6 weeks
Once we have quantified the problem, we design the fix. Phase 2 delivers a prioritized set of recovery levers ranked by revenue impact, a 12-month implementation scorecard with quarterly milestones and owners, and a measurement framework with baseline and 6 and 12-month targets. This is the operational blueprint your team executes against.
What you walk away with:
Prioritized recovery levers ranked by revenue impact.
12-month implementation scorecard with quarterly milestones.
Org design and coverage model recommendations.
Compensation and incentive architecture aligned to retention and expansion.
Playbook frameworks for retention, expansion, onboarding, and risk intervention.
KPI structure and forecasting model.
Tech stack evaluation and recommendations.
Measurement framework with baseline and 6/12-month targets.
PHASE 3: OVERSIGHT & CALIBRATION
Track Churn Tax reduction. Calibrate against the scorecard.
Duration: Monthly and quarterly
We don't hand over a deck and disappear. Phase 3 is ongoing oversight where we hold the line on execution and measure whether the recovery is tracking. Monthly calibration calls against scorecard milestones. Quarterly Churn Tax recalculation to measure actual recovery progress. A success fee is triggered at the 12 or 18-month outcome review, aligning our compensation with your results.
What you get:
Monthly calibration calls against scorecard milestones.
Quarterly Churn Tax recalculation to measure recovery progress.
Course correction recommendations when execution drifts.
12 or 18-month outcome review with success fee tied to measured results.
This is where the engagement shifts from advisory to accountability. We architect, measure, and hold the standard. You execute and improve.
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
Success and Revenue leaders who need executive buy-in and a data-driven roadmap to transform the function
Frameworks built across $350M-$1B in CCO P&L responsibility at NYSE-listed and PE-owned SaaS companies. Track record of 95%+ GRR and 115%+ NRR at scale.
KEY METRICS
1.5-2.5x
True cost of churn relative to reported ARR loss
40%+
Share of new ARR from existing customers (up from 25% in 2022)
2.5x
Faster growth rate for high NRR SaaS companies
120%+
NRR Benchmark for top-quartile SaaS