SaaS and Subscription Based Business

Transform Your Customer Support into a Retention & Growth Engine

In the world of SaaS and subscriptions, your product is only as good as the value your customers derive from it. Customer retention isn’t just about fast replies – it’s about keeping customers longer and growing revenue from your existing base. We help SaaS teams improve their service experience and turn customer success into a driver of retention and growth.

Are You Facing These Challenges?

Low Net Revenue Retention (NRR)

You're struggling to reduce churn, increase expansion, and maximize Customer Lifetime Value (LTV).

Hidden Red Flags

Hidden Red Flags: You need better ways to identify at-risk customers before they churn.

Doing More with Less

Post-layoffs or during growth, your team is stretched thin, struggling for efficiency.

Activation Gaps

Users aren't getting value quickly enough after onboarding, leading to early churn.

Poor Service Quality

Issues take too long to resolve, responses feel robotic, and clients don't feel their problems are being taken seriously - leading to frustration and churn.

No Clear Strategy

You know you need a real Customer Success (CS) team or a more mature strategy, but you don’t know where to start.

Our Specialized Services for SaaS & Subscription Businesses:

Customer Success Strategy & Playbook

For growing SaaS teams that don’t have a mature customer success strategy or are building one from scratch. We help you design the foundation for long-term growth and retention.

Includes: Customer segmentation, a proactive touchpoint plan, success KPIs, churn risk flags, and templates for key customer engagements.

Implementation & Onboarding Optimization

Ensure a smooth, organized experience from a customer's first login to a successful "go-live." We help you design a scalable process that gets customers to value faster.

Includes: Building onboarding templates, creating setup checklists, developing training materials, and designing post-launch follow-up plans.

Customer Success & Account Management Audit

Get a full, external review of your CS or Success team’s performance, tools, and customer-facing habits. We provide unbiased insights to help you identify what's working and what's not.

Includes: A review of CS inboxes, onboarding handoffs, communication tone, and key metrics like time to first response and CSAT. We'll provide actionable recommendations for your team.

Customer Service & Help Center Development

Build a scalable, self-service knowledge base that empowers every user to get answers quickly, reducing support volume and improving customer confidence.

Includes: Creating a knowledge base with how-to guides and best practices, developing a video library of demos, and building a feedback loop to keep resources current.

Fractional Customer Service or Customer Success Leadership

Don’t have a full-time leader yet? We can help build your foundation and processes while coaching your team. This is a flexible partnership to ensure your CS function is built for success.

Includes: Weekly or monthly leadership support, 1:1 coaching for team members, documentation and quarterly reviews, and hiring support for your first CS/AM leader.

Our core services are listed above, but we know every business has unique needs. If you have a specific challenge that isn’t listed here, we would be happy to discuss a custom solution tailored to you.

Benefits You'll See

More repeat customers

By creating experiences that make them want to come back.

Better online reviews

by implementing systems that turn happy customers into vocal advocates.

Higher employee accountability

by establishing clear service standards and expectations for your team.

Happier staff with clearer expectations

by providing the training and processes they need to succeed.

Increased revenue

without spending more on ads by leveraging your existing customer base for growth.

Your best marketing strategy

can be your customer service. We’ll help you build a reputation that does the selling for you.