// Service · 03

Customer Success

Activation, health-score management, churn-save motions and expansion conversations — staffed for products where the unit economics demand more than a quarterly check-in.

All servicesOnboarding, retention and expansion — sized for AI economics.
+18%

Net retention lift, 90-day

2.4x

Activation rate vs. self-serve

60%

At-risk accounts saved

// What we operate

The capability set

01

Usage-led activation

Activation flows tied to product signals — not seats. We move new accounts to second-value-moment without burning your in-house CSMs on the long tail.

02

Health & churn-save

Health-score monitoring, at-risk outreach and structured save motions. We trigger on signal, intervene on policy, and report on what actually moved retention.

03

QBRs, renewals & expansion

We run the conversations your senior CSMs don't have time for — renewals in the long tail, expansion plays in the mid-market, QBR prep across the book.

// What ships

Every pod ships with this on day one

  • Senior CSM pod + ops lead
  • Activation playbook in your CRM
  • Health-score model + alert routing
  • Save-motion library + offer matrix
  • Renewal & QBR cadence
  • Expansion talk-tracks per persona

// How we engage

Pilot to scale in four moves

01

Segment

We split your book by ARR, usage and propensity — and decide where humans add margin.

02

Instrument

Wire usage signals into your CRM. Triggers, alerts, queues — your CS team sees what we see.

03

Run

Pod owns the segment end-to-end: activation, health, save, renew, expand — under one ops lead.

04

Report

Weekly retention and expansion readout. We're measured on dollars, not touches.

// Where this lives

Industries already running this play

// Common questions

Before you ask

How is this different from CX?

CX is reactive — inbound conversations. CS is proactive — usage signals, health scores, renewal calendars. Same bench, different motion.

What CRMs do you work in?

HubSpot, Salesforce, Pipedrive, Attio and most modern CS tools (Vitally, Catalyst, ChurnZero, Planhat). We adopt your system; we don't impose ours.

Can you handle renewals on commission?

We can. Renewal and expansion engagements support hybrid commercial models — flat retainer plus performance on net retention or expansion ARR.

Spec a customer success pod

Tell us your volumes, tooling and quality bar — we'll come back with a staffing plan and a price within 24 hours.

Bridge the gap