Retain and Grow Every Customer

Success Advisory Lite

For the larger business over $50M in ARR then Success Advisory Lite is a good fit to help you scale.

For a simple fixed monthly fee, you’ll get up to 5 hrs of advisory support a month designed to help you scale effectively.


Price $3,000 a month

Typical services include:

* Scaling with AI (support, services and success)

* Account segmentation.

* Proactive risk management processes.

* Transparency of metrics that matter.

* Accountability through compensation plans.

* Success management playbooks.

* Tools and systems audit and recommendations.

* Specialization of roles.

* Investing in talent development.

* Building advisory services.

* Improving project controls for better predictability.

* Utilization and capacity management.

* Headcount capacity planning.

* Operational rigor end to end success process.

* Renewals forecasting for better predictability.

* Success role definitions.

* Skills assessments and development.

* Team performance calibration processes.