How We Work
We help founders and leadership teams embed a Customer Success Mindset through a simple, structured process, without adding complexity or extra headcount.
Our work is collaborative, practical, and designed to create clarity and action quickly.
Take a short assessment to understand how customer-focused your company is today. You’ll receive an instant score and a snapshot of your strengths and gaps across product, team, and customer experience.
Assess
Personalized Insight & Action Plan
You receive a concise 3–4 page audit with:
Your Customer Success Mindset tier (Reactive, Emerging, Proactive, Strategic)
Top 3 leverage points to unlock growth
A 30-day focused action plan
Optional: 30-minute review session
This is a low-commitment way to get strategic clarity.
Align & Activate
A 90-minute working session with you (and your leadership team if you choose) to turn the insight into aligned action. Together we:
Define your Customer Success principles
Map key customer journeys or handoffs
Prioritize what to improve first
You leave with a 1-page roadmap and momentum.
Customer Success Mindset Score
Mini-Audit
Founder Sprint
What Happens After
From here, some teams choose to continue working with us through strategic advisory, designing playbooks, or coaching key leaders. Others take the roadmap and run with it.
Either way you leave clearer, aligned, and ready to grow with your customers.