Scaling Startups the Smart Way

For early-stage startups preparing to scale—without over-hiring.

This high-impact engagement embeds experienced, strategic leadership into your startup to lay the foundation for scalable customer operations and sustainable growth.

What We Do:

➡ Design & implement your initial Customer Operations Framework
➡ Integrate AI and automation to replace manual work and delay headcount
➡ Develop your first Customer Success workflows, playbooks, and tooling
➡ Define and track key metrics like TTV, NRR, GRR, and engagement scoring
➡ Support hiring, onboarding, and enabling your first full-time CS hire
➡ Build cross-functional alignment between Sales, CS, and Product

Why It Matters:
Founders and early teams can't afford to reinvent the wheel or rely on heroic effort. With strategic systems in place, you retain more customers, scale smarter, and create a foundation for long-term success—without rushing into bloated headcount.

Best Fit For:

• Seed to Series A startups
• Teams < 40 employees
• Founders feeling the pressure of churn, slow activation, or GTM misalignment
• Companies preparing for growth but not ready to hire a Head of CS

Fix Churn. Drive Expansion. Align Teams.

Most retention playbooks fail because they treat churn as a Customer Success problem. In reality, churn is a cross-functional issue rooted in weak handoffs, mismatched expectations, and siloed teams.

We implement The SaaS Retention Engine to: 

➡ Diagnose friction points across Sales, CS, and Product
➡ Build systems to increase Net Revenue Retention (NRR)
➡ Improve renewals and unlock expansion without overcomplicating growth

Best Fit For:
Seed to Series A SaaS startups struggling with churn, renewals, or stalled expansion. You’ve proven demand—but keeping customers is the new challenge.

Streamline Onboarding. Reduce Time-to-Value. Improve Retention.

If customers aren’t activating quickly or adopting key features, your revenue engine is leaking before it scales. We deconstruct your customer journey—from first touch to renewal—and optimize it for long-term engagement.

We help you: 

➡ Shorten onboarding and activation cycles
➡ Identify and fix your biggest drop-off points
➡ Align internal teams on what success looks like for your customers

Best Fit For:
Startups where customers are “going dark” after onboarding—or never getting there at all.

Clarify Your Market. Test Your Messaging. Build Scalable Foundations.

If you’re struggling to gain traction or your ICP still feels fuzzy, your growth ceiling is already showing. We help you get early go-to-market signals, align internal priorities, and set the groundwork for scalable customer operations.

We help you:
➡ Define and validate your Ideal Customer Profile (ICP)
➡ Develop early messaging and GTM hypotheses
➡ Stand up foundational customer operations and engagement systems

Best Fit For:
Pre-seed startups preparing for fundraising, early sales, or team expansion—and need a clear, testable plan to move from idea to early traction.

Free Scorecard to Pinpoint Your Revenue Leaks.

Not sure where your churn is coming from? Our quick diagnostic evaluates your current systems, identifies the most common growth blockers, and gives you a tailored scorecard.

You’ll receive insights on: 

➡ Churn risks & early engagement breakdowns
➡ Onboarding inefficiencies & CS gaps
➡ Expansion readiness and NRR growth potential

💡 It’s the first step toward building customer operations that scale.
 

Best Fit For: Founders preparing to grow—but unsure what’s holding them back.