The Revenue Success Engagement
We quantify your Churn Tax and your Expansion Gap, then deliver the operating model to reverse both. Every engagement starts with the Diagnostic.
We sell a financial outcome
Every company we work with starts in the same place: churn costs more than leadership thinks, expansion runs below benchmark, and nobody has quantified either number or built the investment case to fix them.
Our engagements solve that in sequence, and they all begin the same way. The Diagnostic sizes the gap, the Program reverses it.
Fixed scope, fixed fee, outcome-driven, and no hourly billing.
START HERE
The Revenue Success Diagnostic
Your two numbers, sized in your own data. Your engagement strategy, scored against benchmark.
3 to 4 weeks · Fixed fee · One sponsor signature · Built for B2B SaaS from $100M ARR
The Diagnostic answers the two questions a board asks first: how big is the leak, and where does it start. We run your financial and CRM data through the Churn Tax and Expansion Gap models, then interview 8 to 10 leaders across your executive team, Sales, and Customer Success.
The numbers tell you the size. One dimension of the operating model tells you the source, so we score it in full: engagement strategy, how you segment, cover, and engage customers relative to the value they receive. Across the books we assess, at least three of the ten most critical findings trace to engagement strategy.
What you walk away with:
Your Churn Tax, quantified across its three layers with 3-year compounding.
Engagement strategy maturity, scored on the 5-stage scale from Emergent to Transformative, with the gaps named against benchmark.
Your top priorities, ranked by revenue impact.
Your Expansion Gap, benchmarked to segment and quantified in annual revenue.
Flags across the remaining six dimensions of the operating model, sized for follow-up.
The recovery opportunity, sized, with the recommended path forward.
The Diagnostic names the gaps and prices the opportunity. The Program designs the fix.
The Diagnostic fee credits in full against Program Phase 1 when you convert within 90 days.
THE FULL ENGAGEMENT
The Revenue Success PROGRAM
Three phases from full assessment to operating model to measured NRR improvement.
Built for B2B SaaS from $200M ARR, and for PE portfolios. Our success fee pays on NRR improvement, we get paid when your customer revenue grows.
PHASE 1 . 4 to 6 weeks
FULL OPERATING ASSESSMENT
Audit the full operating model and build the investment case.
Phase 1 goes where the Diagnostic points. We audit how the organization operates across all 7 dimensions and 110+ elements of the maturity model, evaluate AI and enablement readiness, and build the phased investment case. Clients who completed the Diagnostic enter with their two numbers in hand and a scored engagement strategy dimension, so the assessment starts deep and moves fast. Direct entrants get the Churn Tax and Expansion Gap quantification built here.
THE OPERATING AUDIT
CS Maturity Assessment: audit across 7 dimensions and 110+ elements with gap analysis and a 5-stage rating from Emergent to Transformative.
AI maturity and readiness: AI adoption, data foundations, and agentic automation potential across the function.
Enablement readiness scorecard across infrastructure, execution, and people, with priority actions.
Opportunities, priorities, and sequencing: top priorities ranked by revenue impact with effort ratings and quick wins.
The Investment Case
Recovery and growth projections: a phased 3-year model with conservative and realistic scenarios.
Investment model: phased trajectory with category allocation across people, process, and technology.
Next steps: decisions required and the recommended path into the Growth Blueprint.
PHASE 2 . 4 to 8 weeks
GROWTH BLUEPRINT
Architect the customer growth engine, and finalize the investment case to fund it.
Once we quantify the problem, we design the fix and the funding ask together. Phase 2 delivers growth targets by year, the investment envelope phased across people, AI agents, and operating infrastructure, and the human + agent operating model your team executes against. It leaves the room as a board-ready approval package, with the 12-month scorecard your governance will run on.
The INVESTMENT CASE
Growth targets by year: recovered churn and expansion lift modeled over 3 years, conservative and realistic scenarios.
Total addressable revenue model with expansion potential mapped account by account.
Investment envelope: phased allocation across human capital, agentic capital, and operating infrastructure, with quarterly cash flow.
Board-ready approval and funding asks tied to the critical path.
THE OPERATING MODEL
Human + agent operating model: capacity ratios, account segmentation, org design, and hiring sequence.
Retention and expansion motion with customer readiness gates, so teams engage accounts primed to grow at the right time.
Lifecycle map and value pathways with time-to-value definitions and gates.
Stage-specific playbook library with AI-augmented triggers, agent deployment sequence, and human-in-the-loop escalation rules.
Compensation and incentive architecture aligned to retention and expansion.
The EXECUTION system
12-month implementation scorecard with quarterly milestones and owners.
Leading and lagging indicator structure with forecasting model.
Governance cadence with decision rights, cross-functional accountability map, and AI governance framework.
Risk register with mitigations, plus 30/60/90 quick wins.
PHASE 3 . MonTHLY & QUARTERLY
OVERSIGHT AND CALIBRATION
Track NRR and calibrate against the scorecard.
We don't hand over a deck and disappear. Phase 3 is ongoing oversight where we hold the line on execution and keep the model honest. Monthly calibration calls run against scorecard milestones. Quarterly reviews measure retention, expansion, and NRR progress against the targets set in the Assessment.
This is where the engagement shifts from advisory to accountability. We architect, measure, and hold the standard, you execute and improve.
THE OPERATING CADENCE
Monthly calibration calls against scorecard milestones.
Quarterly progress reviews: retention, expansion, and NRR measured against Diagnostic targets.
Course corrections when execution drifts, and recalibration when assumptions meet reality, market shifts, account surprises, levers that underdeliver.
THE OUTCOME REVIEW
12 or 15-month outcome review measuring delivered results against the baseline.
Success fee tied to measured NRR improvement.
Our success fee pays on NRR improvement. We get paid when your customer revenue grows.
WHO THIS IS FOR
CEOs
making the board case
You need the financial argument for running customer growth as a company-wide operating priority, and a model your whole leadership team commits to.
CFOs
approving the spend
You need the investment case quantified, the ROI modeled, and the funding ask phased before approving headcount, AI, and tooling spend.
PE Operating Partners
underwriting NRR upside
You need post-sale revenue risk and expansion upside quantified in a portfolio company, with a blueprint the management team owns.
CROs & CCOs
owning the number
You own NRR while the levers sit across Sales, Marketing, Product, and Customer Success. You need executive buy-in and the roadmap to get it.
Frameworks built across $350M-$1B in CCO P&L responsibility. 95%+ GRR, 115%+ NRR at scale.
KEY METRICS
1.5-2.5x
True cost of churn relative to reported ARR loss
40%+
Share of new ARR top performers source from existing customers
3x+
ROI on a mature customer growth investment by Year 3
120%+
NRR Benchmark for top-quartile SaaS
Start with your two numbers
Four weeks . Both numbers . One scored dimension
The place every engagement starts.