We handle everything. Sourcing, Training, Placing, Managing all for one third the cost of you hiring the same person in-house.
We will place a fully trained and managed
Customer Support Manager into your business
We handle everything. Sourcing, Training, Placing, Managing all for one third the cost of you hiring the same person in-house.
The client success engine
Phase 1FOUNDATION
We stand up your client-success operation
→ Place CSM - We recruit, vet, and train a dedicated Customer Success Manager who becomes an extension of your team.
→ CRM - We'll build pipelines, onboarding flows, follow-up automations, and at-risk alerts, tailored to how your business actually runs.
→ Systems & SOPs - Reporting cadence, dashboards, and account health scoring, so you get visibility without micromanaging.
→ Client journey map - Every touchpoint from signed to renewed, with friction points and follow-up gaps flagged.
Phase 2EXECUTION
Your CSM takes complete owner ship of the client experience
→ Full Life Cycle Management - We'll handle your customer onboarding, follow-ups, check-ins, billings & contracts, and retention, all run for you.
→ Proactive Save System - We'll flag at‑risk accounts before they churn or charge back, and triggers structured follow‑ups to keep them.
→ Weekly Reporting - We'll manage customer wins, identify potential risks, and bring only the issues that truly require your attention. Everything else is handled for you.
Phase 3GROWTH
We turn client success from a cost center into revenue
→ Upsell & renewal identification - Your CSM proactively identifies the right moment to introduce additional solutions by recognizing clear buying signals throughout the client journey.
→ Structured handoffs to sales - You'll get proven scripts and AI prompts that help turn happy clients into new sales opportunities through natural, value-driven conversations.
→ Revenue from your existing book - We'll build a predictable pipeline of warm upsell, expansion, and referral opportunities that are already within your existing customer base.