Choose Your Path to Success
Roadmap Sessions
NRR Growth Audit
2 Hour Strategy Sessions
Perfect for startups and scaling companies needing targeted insights and immediate action steps.
These intensive 2-hour sessions are fully customized to your business and provide an expert-led roadmap to optimize or lay the foundation for your churn, revenue retention, and post-sales process.
What You Get:
Focused Strategy Deep-Dive
Identify key challenges and quick wins
Analyze current processes and data gaps
Define high-impact optimization areas
Customized Roadmap
Actionable next steps tailored to your business
Strategic priorities based on your growth stage
Clear execution path to drive immediate improvements
Expert Guidance & Outside Perspective
Uncover blind spots in tracking, reporting, and retention
Gain clarity on what’s working—and what’s not
Get unbiased, strategic recommendations
Session Options:
📊 Client Value Metrics – Define and track the right metrics to prove ROI and drive retention.
⚙️ Post-Sales Process – Outline workflows, align teams, and streamline operations for growth.
📉 Churn & Retention – Define churn. Understand the root causes of churn and build a data-driven retention plan.
Ideal For:
✅ Startups & growing teams building a CS/Retention foundation
✅ Businesses needing an expert-led process assessment
✅ Teams seeking clarity on churn, retention, and client value tracking
✅ Companies looking for quick, high-impact wins
$500 per session
Ready to get into action creating your strategy? Let’s get started.
Strategy Services
NRR Growth Program
4 Week Strategy Build Out
From Insights to Execution—Build Out the Systems That Drive Retention & Expansion
You’ve completed the roadmap sessions—now it’s time to bring the strategy to life. The next step? Building out the processes and systems your team needs to execute at scale.
What We Build:
Escalation & Risk Management SOPs Define clear escalation paths and response protocols
Improve visibility into at-risk accounts
Standardize internal workflows to reduce churn
Client Feedback & New Feature Request Validation Set up structured feedback loops with customers
Build a framework for prioritizing feature requests
Align product and CS teams for data-driven improvements
MBR & QBR Sequences Standardized agenda templates & success tracking
Automate scheduling, follow-ups, and reporting
Align conversations with measurable customer value
CS Task Tracking & Automations Streamline CS workflows with clear ownership & accountability
Automate recurring tasks to improve efficiency
Reduce manual effort while increasing customer engagement
CSAT & NPS Systems Understand and track your custoemr satisfaction and net promoter scores across multiple segments.
Ideal For:
✅ Startups & growth-stage companies looking to improce Net Revenue Retention
✅ Teams who have completed the Verityx CS Audits and need execution support
✅ Businesses ready to create scalable, structured retention strategies
4-Week Process Buildout!
Starting at $10,000 – Let’s build the systems that drive revenue retention.
Ready to turn your roadmap into strategy? Let’s get started.
Execution
Day to Day Strategy Execution
Ongoing Partnership
Your fractional CS team—providing deep data insights and client feedback without the overhead of an in-house department.
We manage MBRs/QBRs, drive client conversations, and connect critical data to your feedback loop for actionable improvements. Monthly leadership review sessions.
What You Get:
Dedicated CS Leadership
Ongoing strategic planning
Team training and enablement
Process development and optimization
Complete Client Experience Management
Success planning
Health monitoring
Expansion strategy
Revenue Optimization
NRR tracking and improvement
Upsell/cross-sell program management
Churn prevention
Client feedback
Continuous Success Management
Regular business reviews
Success metrics tracking CSAT / NPS
Stakeholder reporting
Strategy refinement
Ideal For:
✅ Teams who have completed steps 1 & 2 and need daily execution support, but not a full time team
✅ Businesses ready to implement scalable, structured retention strategies
Starting at $3,000/Mo - Pricing will be dependant on client count and needs, assume 3-6% of your MRR. (2024 Industry average was 8.5%)
Ready to turn your strategy into action? Let’s go!
Boost Your Business with Us
We're redefining what it means to succeed in customer success —one strategic partnership at a time. Boost Revenue by 25% to 95% with Verityx CS strategies.
Let’s make great things happen together!