B2B SaaS, Coaches, Consultants & Agencies.
A single source of truth, done-for-you.
Built on the tools you already use
Our Process
StEP 01
Data Centralisation
We pull every source of customer data you have and funnel everything into one centralised database.
DELIVERABLE
Centralised database with enterprise-grade security + unified customer profiles.
STEP 02
Automation
We build automations that act on your data so nothing slips through the cracks.
DELIVERABLE
Live automation engine + lifecycle workflows + real-time alert system.
STEP 03
Dashboard & Health Scoring
With unified data and automations in place, we build a live client dashboard with health score is built from your metrics
DELIVERABLE
Live dashboard + custom health scoring model + executive reporting.
STEP 04
Handover
We hop on a review call, walk you through the base version of your dashboard, and you can request any edits or additions.
DELIVERABLE
Trained team + full documentation + video walkthrough + ongoing support.
Why this is different from everything else you've tried.
7 Days, Not 6 Months
A CS Ops hire takes 3-6 months to build what we deliver in one week.
One-Time Investment. Full Ownership.
No recurring charges. No subscriptions. One time fee and it’s yours forever.
We Build, AND Advise
Consultants give you a strategy deck. Platforms give you a login and leave you to figure it out. We give you a fully operational system, configured, tested, and live
Tool-Agnostic, Not Platform-Locked
We build on whatever you already use - No forced migration, no new platform subscription, no vendor lock-in.
Every Customer. Full Context.
ARE YOU A...
Founders Doing CS Themselves
You started the health score spreadsheet. You built half the automations. Then revenue called and the build stalled at 30%. We finish what you started — in a week — and give you full visibility without the daily grind.
ARE YOU A...
CS Leaders Without CS Ops
Your team is switching between five tabs to figure out who needs attention. Nobody owns the infrastructure. There's no budget for a CS Ops hire. We're the CS Ops team you can't afford to keep — compressed into a one-time engagement.
ARE YOU A...
RevOps & Revenue Leaders
You need visibility into churn risk, renewal pipeline, and revenue at risk — without waiting for someone to manually pull reports. We build the dashboards and alert systems that give you real-time answers, automatically.
Every customer signal - billing, support, engagement, communication - in one profile.
Proactive alerts that surface problems before they become churn.
AI-powered health scoring that updates every 24 hours — no manual work.
Enterprise-Level CS Infrastructure. One-Time Price.
SYSTEM BUILDOUT
One-Time Fee
The fee covers everything you need:
7-day delivery
Live training session with your team
Full system documentation
Recorded video walkthrough
Post-delivery support
Let's Build Your Customer Success System
30-minute call.We'll walk through your current setup, identify gaps, and show you exactly what the Buildout delivers for your business.
FAQS
How is the Buildout different from buying a CS platform?
CS platforms give you a login and let you self-configure. Most teams get 20–30% of the way through setup before the day-to-day pulls them back. The Buildout is done-for-you — we configure everything on your existing tools, test it, train your team, and hand it over fully operational. No new platform needed.
How long does the Buildout take?
7 days from kickoff to a live, operational system. Phase 1 (audit) starts within 24 hours of onboarding. You'll have a trained team and full documentation by the end of the engagement, plus 14 days of post-delivery support.
What tools do you integrate with?
We build on whatever you already use. CRMs (HubSpot, Salesforce, Close, Pipedrive), billing (Stripe, Chargebee, Recurly, Paddle), support (Zendesk, Intercom, Freshdesk), and communication tools (Gmail, Outlook, Slack). If you have product usage data accessible, we integrate that too.
Do we need to buy new software?
No. The Buildout is built on top of your existing stack. We don't force new tools or platform subscriptions. You keep what you have — we just make it work together.
What if we already have a CS tool partially set up?
That's actually the most common scenario we see. We audit what you've already built, keep what works, rebuild what doesn't, and fill every gap. You don't lose your existing work — we finish it properly.
Is there a subscription or recurring cost?
No. It is a one-time fee. You own the system outright. There are no monthly charges, no platform fees, and no lock-in.
What if we change tools later?
Everything we build is documented — the health scoring logic, workflow designs, automation rules, and architecture decisions. It all transfers. You're not locked into anything.
Our Process