Delivering Results that scale


Customer Success: Financial Foundations

Customer Success is all about improving Customer Lifetime Value (LTV), and optimizing it requires investment!  

The Question is "How Much, Where, and When?  


Focussing Your Investment : Targeted Tactics

Once a Prospect Becomes a Customer, Everything Changes. 

"Customer Segmentation" is not "Sales Segmentation"!  Developing a  segmentation strategy focuses your investment 

and Customer Success resources on activities that 

Optimize Customer Lifetime Value and Increases Your Valuation.

Segmentation Aligns Your Strategy and Business Objectives.


Investment Strategies: Optimize Growth & Burn Rate

Financially Sound Strategies Optimize Revenue Growth with Burn Rate: 

Our management consulting best practices create a financial foundation for defining tactics that enable your customer success team to drive net-revenue retention and growth.  In the words of Sun Tsu:  

“Strategy without tactics is the slowest route to victory, 

Tactics without strategy is the noise before defeat.”