Services

Customer Success Consultancy Services

Every SaaS business reaches different Customer Success challenges as it grows. Some need help reducing churn. Others want to improve Net Revenue Retention, build a scalable Customer Success function or bring in experienced leadership without hiring a full-time executive. Our consultancy services are designed to provide practical, flexible support whether you need a focused project, strategic guidance or ongoing fractional leadership.


Typical services include:

Fractional Customer Success Leadership

Senior Customer Success leadership without the commitment of a full-time hire.

I work alongside founders and leadership teams to define CS strategy, align it to revenue goals, and bring clarity to how Customer Success operates day to day.

Best for:
SaaS startups and scale-ups needing experienced CS leadership, strategic direction, or leadership coaching without hiring full-time.

Engagement:
Ongoing advisory or fractional leadership | Monthly retainer

👉 See Fractional Leadership experience and expertise

Fractional CS

Advisory Leadership

CS Strategy

Revenue Alignment

Fractional Customer Success Leadership

Fractional Customer Success Leadership

Senior Customer Success leadership without the commitment of a full-time hire.

I work alongside founders and leadership teams to define CS strategy, align it to revenue goals, and bring clarity to how Customer Success operates day to day.

Best for:
SaaS startups and scale-ups needing experienced CS leadership, strategic direction, or leadership coaching without hiring full-time.

Engagement:
Ongoing advisory or fractional leadership | Monthly retainer

👉 See Fractional Leadership experience and expertise

Fractional CS

Advisory Leadership

CS Strategy

Revenue Alignment

Fractional Customer Success Leadership

Customer Success Audit

An independent assessment of your Customer Success operation, providing clarity on what's working, where improvements can be made and how to strengthen customer retention and growth.

Covers:

  • Strategy, journey and lifecycle

  • Churn, retention and NRR

  • Processes, systems and people

  • Practical recommendations and roadmap

Best for: Businesses preparing to scale or optimise Customer Success.

Engagement: Fixed-fee | 4 weeks

👉 Explore the Customer Success Audit

CS Audit

Foundations

Operating Model

Clarity

Customer Success Audit to reduce churn

Customer Success Audit

An independent assessment of your Customer Success operation, providing clarity on what's working, where improvements can be made and how to strengthen customer retention and growth.

Covers:

  • Strategy, journey and lifecycle

  • Churn, retention and NRR

  • Processes, systems and people

  • Practical recommendations and roadmap

Best for: Businesses preparing to scale or optimise Customer Success.

Engagement: Fixed-fee | 4 weeks

👉 Explore the Customer Success Audit

CS Audit

Foundations

Operating Model

Clarity

Customer Success Audit to reduce churn

AI Customer Success Services

We help B2B SaaS businesses identify where AI can have the greatest impact across the customer journey. From discovering practical use cases to designing and implementing AI workflows, we help you use AI to create better customer experiences, reduce churn and drive long-term growth.

👉 See full details of our AI CS Services

CS Enablement

Decision Support

Consistency at Scale

Coaching & Support

Customer Success AI Strategies

AI Customer Success Services

We help B2B SaaS businesses identify where AI can have the greatest impact across the customer journey. From discovering practical use cases to designing and implementing AI workflows, we help you use AI to create better customer experiences, reduce churn and drive long-term growth.

👉 See full details of our AI CS Services

CS Enablement

Decision Support

Consistency at Scale

Coaching & Support

Customer Success AI Strategies

Bespoke & One-Off Engagements

Focused, senior-level support for specific challenges or time-bound needs.

Examples:

Best for: Organisations with a specific CS challenge requiring experienced, hands-on input.

Engagement Type: Project-based or time-bound support

Interim Support

Strategy Sessions

Specialist CS Work

CS Team hiring/training

bespok_CS_leadership

Bespoke & One-Off Engagements

Focused, senior-level support for specific challenges or time-bound needs.

Examples:

Best for: Organisations with a specific CS challenge requiring experienced, hands-on input.

Engagement Type: Project-based or time-bound support

Interim Support

Strategy Sessions

Specialist CS Work

CS Team hiring/training

bespok_CS_leadership

Contact us

Ready to Elevate Your Customer Success Function?

Let’s start with a conversation. Share your goals with us, and we’ll design a tailored CS strategy to deliver results.

Customer Success consultant supporting SaaS founders and CS leaders globally from Manchester