B2B SaaS, Coaches, Consultants & Agencies.
Health scoring, workflows, churn alerts, payment tracking, and a single source of truth, done-for-you.
Our Process
PHASE 01 — DAY 1
Audit
Full audit of your existing tools, data, and workflows. We map your customer journey, identify every gap, and design your system architecture.
DELIVERABLE
System architecture document + implementation plan.
PHASE 02 — DAYS 2–3
Integration
We connect every tool you use — CRM, billing, support, comms — and unify your customer data. Every account gets a single profile with all signals visible in one view.
DELIVERABLE
Fully connected data infrastructure + unified customer profiles.
PHASE 03 — DAYS 3–7
Build
Health scoring, lifecycle workflows, churn alerts, renewal tracking, automations, dashboards. Everything configured, tested, and validated against your real data.
DELIVERABLE
Complete CS system — live and operational.
PHASE 04 — HANDOVER
Handover
Live training with your team. Full documentation. Recorded walkthrough video so anyone onboarded later gets up to speed without you repeating yourself.
DELIVERABLE
Trained team + docs + video walkthrough + 14 days post-delivery support.
Why this is different from everything else you've tried.
We Build, AND Advise
Consultants give you a strategy deck. Platforms give you a login. We give you a working system.
7 Days, Not 6 Months
A CS Ops hire takes 3–6 months to build what we deliver in one week. We've systematised the build so nothing gets reinvented.
Tool-Agnostic, Not Platform-Locked
We build on whatever you already use. No forced migration, no new platform subscription, no vendor lock-in.
One-time fee. No recurring charges. We build it, train your team, and hand you the keys. The system is yours.
See exactly how much revenue CSMConnect has identified and recovered. The system only counts revenue it directly helped uncover - not organic renewals.
Every Customer. One Dashboard. Full Context.
01
Data Centralisation & Integration
Your CRM, billing, support, email, and product usage data — all flowing into one place. Every customer gets a unified profile with every signal visible in a single view.
02
Customer Health Scoring
A custom-built health score model using your actual signals — engagement, billing status, support activity, product usage, communication recency. Visual Red/Yellow/Green dashboard with drill-down by account, segment, cohort, and CSM.
03
Lifecycle Workflows & Playbooks
Onboarding milestone tracking. Adoption monitoring. Renewal cadences at 90/60/30/14/7 days. At-risk escalation routing. Expansion trigger signals. QBR scheduling. Nothing falls through the cracks.
04
Payment & Renewal Alerts
Tied directly to your billing system in real time. Upcoming renewals, failed payments, overdue invoices, downgrade warnings, cancellation alerts, and payment recovery sequences — before surprises hit your MRR.
05
Churn Prevention System
A composite risk score combining health, engagement, billing, and support patterns. Automated risk alerts via Slack or email. At-risk dashboards sortable by risk level and revenue. Triggered intervention playbooks and win-back workflows.
06
Automation Engine
Email sequences, auto-task creation, CSM notifications, account assignment rules, data hygiene, and scheduled reports — everything that doesn't need a human, handled automatically.
07
Dashboards & Reporting
Executive dashboards (ARR, churn rate, NRR, health distribution). CSM dashboards (portfolio health, task queues). Revenue dashboards (expansion pipeline, at-risk revenue). Cohort views and custom KPI tracking.
PERSONA 01
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.
PERSONA 02
CS Leaders Without CS Ops
Your team is switching between 5 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.
PERSONA 03
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.
Every customer signal - billing, support, engagement, communication - in one profile.
Every customer signal - billing, support, engagement, communication - in one profile.
Every customer signal - billing, support, engagement, communication - in one profile.
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
30 days post-delivery support
Let's Build Your Customer Success System
15-minute call. We'll map your current stack, identify gaps, and show you exactly what the Buildout delivers. If it's a fit, we start next week.
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.
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's the catch?
What's the catch?
Our Process