Stop losing customers you should have kept.Fractional CS leadership and embedded consulting for growth-stage SaaS. We transform reactive firefighting into data-driven NRR engines.

Time to First Value

+63% Faster

Achieved at Apollo in under 3 months

GRR Churn Reduction

26% → 5.8%

From our retention playbook at Lob

IPO Worthy NRR

121%

The standard we've built to at Canary

Run by operators, not consultants.

Does this sound familiar?

Here's what we see over and over again in post-sales orgs. Most of it is preventable.

CSMs Are Firefighting, Not Delivering Value

Your team knows what proactive CS looks like. They just don't have the time or playbook to get there.

You're Over-Serving the Wrong Accounts

A one-size-fits-all model burns out your CSMs and under-invests in the accounts that could expand.

Manual Work Is Eating Your CSM Capacity

Every hour spent on status updates and manual tracking is an hour not spent retaining your most at-risk accounts.

You Can't Improve What You're Not Measuring

Without the right data, every CS decision is a guess. You can't improve GRR, NRR, or LRR when you don't know what's driving churn.

Every Onboarding Feels Different

When your customer experience depends on who picks up the Slack message, you don't have a CS program — you have chaos with a smile.

No Clear Swim Lanes = Constant Overlap

When CSMs and AMs don't have defined roles, customers get mixed messages and renewals fall through the cracks.

What our clients see.

We embed with your team, build the playbook, and implement alongside you. Our clients see measurable improvement in Time to First Value (TTFV) and Gross Revenue Retention (GRR) within 60 days.

01

Set the retention standard your competitors are measured against

02

Implement the right tools in the right order — and actually use them

03

Build a CS organization that doesn't break at 100 customers. Or 5,000.

04

Get customers to their first win faster — and keep them there

05

Stop guessing why customers leave — and start intervening before they decide to

Nina Wilkinson, Director of CS at Apollo.io

“Nina and Linnea don't just consult, they get in the trenches with you. In 5 weeks, we redesigned our Vitally instance and playbooks, rebuilt our renewals process, and trained our team. Real operators solving real problems.”

Charlie Lee, COO Case Status
Case Status

In the trenches

No fluff. Just what's working in CS.

Blog hero titled “What we learned at Moment NYC 2026: Nobody has an AI plan locked in. Start with the admin,” contrasting AI experiments in customer success, shown as a tangle of spaghetti and red sauce dripping down a wall, with a checklist of CSM admin to automate first: account research, call prep, recap emails, QBR decks, and CRM hygiene

Nobody Has an AI Plan for CS Yet. Here's Where I'd Start.

We spent a day at CS Week's Moment conference in NYC, and one theme kept coming up: nobody has a fully fleshed out AI plan for customer success yet. This piece covers where the biggest AI win really is for CS teams, why building your own CSP is a long-term ownership problem (and what Vanta's in-house build gets right), and the three things CSMs need to become as the role changes.

AI & Automation in CSField Notes & Perspective
Nina WilkinsonNina Wilkinson
Illustration comparing a CS team's trained AI tools, which 83% of CS leaders customize regularly, with an unplanned CSM week, since only 4% have a formal CSM day planning framework

Your Team Trained the AI. Nobody Trained the Week.

Most CS teams have already trained their AI on their own sales and product content. Almost none have written down how the week is supposed to run. This piece shares the five-day CSM cadence we rolled out with a client on Vitally, why every day's focus should be something your data can filter for, how Linnea turned that cadence into a working day plan with Claude and MCP, and the steps CS leaders can take this month.

CS OperationsAI & Automation in CS
Nina WilkinsonNina Wilkinson
Illustration contrasting automated CSM admin tasks with the real customer success job of education and commercials

Will AI Replace CSMs? Only the Ones Who Were Never Actually Doing the Job.

Every CSM asking whether AI will replace them is asking the wrong question. The job was never reports, decks, and check in emails, that was scaffolding bolted onto a role that was always about two things: teaching customers to run their own business better, and owning the commercial conversation that proves it. This piece breaks down what AI is actually good at automating, what it can't touch, and what CSMs (and the leaders who hire them) need to do differently now.

CS Leadership & Team BuildingAI & Automation in CS
Nina WilkinsonNina Wilkinson

CS strategies you can implement this week.

No fluff. Straight from operators who've built it. Join 1,600+ CS leaders.