Three Ways to Transform Your CS

Turn CS Into a Revenue Engine

Stop burning budget on reactive CS. Choose your path: Quick-start workshop, 4-week transformation sprint, or enterprise-wide alignment.

AI for Revenue Success

1-Day Workshop

Build your AI revenue engine in one day. Identify hidden expansion pipeline and churn risk.

  • Live system - analyze customers on demand
  • Expansion scores + churn risk alerts
  • Executive summary for board updates
  • AI-generated emails/talking points for CSMs
  • 30-day support to ensure team adoption
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πŸš€ Most Popular

Revenue Success Sprint

4 Weeks β€’ Fixed Price

A full shift from support β†’ revenue. Transform any CS org into a predictable revenue function with structured expansion and retention motions.

  • Week 1: Revenue diagnostics & NRR baseline
  • Week 2: Revenue operating model with role KPIs
  • Week 3: Expansion & adoption playbooks
  • Week 4: 60-day execution blueprint + dashboards
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Cross-Functional Revenue Alignment

5-6 Weeks β€’ Custom

Connect CS, Product, and Sales into one revenue engine. Stop the cycle: Sales oversells, Product builds wrong, CS fixes mess. Get unified ownership.

  • Revenue leak discovery & breakdown mapping
  • Unified customer journey with clear ownership
  • Shared NRR KPI scorecard across teams
  • Weekly cross-team rituals & execution system
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πŸš€ Most Popular

Revenue Success Sprint

4 Weeks β€’ Fixed Price

A 4-week sprint that transforms any CS org into a predictable revenue function. Not theory. Not "better onboarding." A system that directly connects CS actions to $$$.

Who This Is For

SaaS companies (Seed–Series C) with customers and revenue, but without structured, measurable expansion and retention motions.

The Problem We're Solving

  • ❌ Current CS model = reactive, vague, not tied to revenue
  • ❌ Founders don't know what CS actually does
  • ❌ No KPI ownership
  • ❌ Expansion isn't engineered; it "just happens"

4-Week Sprint Breakdown

Week 1 – Revenue Diagnostics

  • NRR/GRR baseline
  • Identify revenue leaks
  • Map expansion opportunities
  • Real churn drivers (not excuses)

Week 2 – Revenue Operating Model

  • Tiering based on growth potential
  • Revenue KPIs for each CS role
  • Touchpoints redesigned for upsell, adoption, expansion
  • New ownership model with Sales & Product

Week 3 – Revenue Playbooks

  • Expansion playbooks
  • Adoption acceleration workflow
  • Risk-to-save motion tied to revenue
  • QBR/EBR revenue model (data β†’ pitch β†’ ask)

Week 4 – Execution Blueprint

  • 60-day plan to activate the engine
  • KPIs + dashboards
  • Leadership alignment session
  • Weekly rituals to maintain momentum

What You Get

  • βœ“ Revenue Operating Model
  • βœ“ 4–6 Revenue Playbooks
  • βœ“ KPI Scorecard for CS roles
  • βœ“ 60-Day Execution Plan
  • βœ“ Leadership Workshop

Business Impact

πŸ“ˆ

Predictable Expansions

Engineer upsells instead of hoping they happen

πŸ’°

Higher NRR

Measurable retention and expansion revenue

πŸ“Š

Measurable CS

Clear KPIs tied to revenue outcomes

⚑

Faster Adoption

Higher product stickiness = lower churn

🀝

Strategic Alignment

CS, Product & Sales working as one engine

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⚑ Quick Start

AI for Revenue Success Workshop

1-Day Workshop

Not AI for "efficiency" – AI to accelerate expansions, better upsell signals, clear retention risks, and high-impact customer insights.

Who This Is For

CS teams that want to act more like revenue teams, not admins.

The Problem We're Solving

Your CS team is missing expansion targets and getting churn surprises.

Not because they're bad at CS - because customer data is scattered across 5 systems and by the time you pull it together manually, it's too late.

What You Get

A working AI system (not just training) that your team uses starting Week 1.

Walk out with:

  • β€’ 3-5 live AI workflows identifying expansion opportunities + churn risks
  • β€’ Ready-to-use prompt library (no guessing what to ask AI)
  • β€’ 30-day implementation support (we make sure it sticks)
  • β€’ First analysis: Your top 10 expansion opportunities + top 5 at-risk accounts

Difference from other AI workshops: They teach ChatGPT. We implement revenue intelligence.

Example AI Revenue Workflows:

  • β†’ AI-generated expansion opportunity alerts
  • β†’ Automated adoption score updates
  • β†’ Value moments identified through AI conversation analysis
  • β†’ AI-powered QBR prep that reveals upsell angles
  • β†’ Sentiment + product usage insights β†’ triggers playbooks

Workshop Deliverables

πŸ“‹

AI Revenue Workflow Plan

30-day implementation roadmap

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Ready-to-Use Automations

Micro-workflows you can activate immediately

πŸ’‘

Expansion Prompts Library

AI prompts engineered for revenue signals

🎯

Team Coaching

Behavior change tactics for AI adoption

Business Value

  • βœ“ More expansions – Catch upsell moments you're missing today
  • βœ“ Earlier risk detection – Stop churn before it happens
  • βœ“ Less time wasted – More customer-facing time
  • βœ“ Consistent revenue messaging – AI ensures nothing falls through cracks
  • βœ“ Measurable in 30 days – Track expansion pipeline identified + churn prevented
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🏒 Strategic Flagship

Cross-Functional Revenue Alignment

5-6 Weeks β€’ Custom

Break silos and build a unified revenue system across CS, Product, and Sales. This is your strategic flagship that shows your uniqueness.

Who This Is For

SaaS companies where each team is running its own playbook and revenue outcomes suffer.

The Problem We're Solving

  • ❌ Sales sells the wrong thing
  • ❌ Product builds based on assumptions
  • ❌ CS cleans up the mess
  • ❌ Expansion is inconsistent
  • ❌ No shared KPIs or feedback loop

This kills NRR long before renewals.

5-6 Week Program Components

1. Discovery & Breakdown Mapping

Identify where revenue leaks occur between teams

2. Unified Customer Journey

  • One journey, one owner per stage
  • Clear success checkpoints tied to revenue

3. KPI Scorecard

  • Shared NRR indicators
  • Product KPIs tied to customer value
  • Sales β†’ CS β†’ Product loop

4. Execution System

  • Weekly cross-team rituals
  • Accountability standards
  • Communication templates

What You Get

  • βœ“ Revenue Journey Map
  • βœ“ Ownership Matrix
  • βœ“ KPI Scorecard
  • βœ“ Execution Protocol
  • βœ“ Leadership Briefing

Business Value

πŸ“ˆ

Higher NRR

Unified teams drive better revenue outcomes

⚑

Consistent Adoption

Aligned handoffs = faster time to value

🎯

Stronger Upsell Flow

CS, Sales & Product working together

πŸ›‘οΈ

Lower Churn

Prevent issues before they escalate

βœ…

Clear Ownership

No more finger-pointing or dropped balls

πŸš€

Better Product Decisions

Customer data flows directly to Product

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Ready to Transform Your CS?

Let's talk about which path fits your current stage and goals.

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