Build your Customer Team

For businesses that win customers but don't have a clear way to onboard, retain or grow them.

The problem

“We win customers but we don't have a clear way to onboard, keep or grow them, and churn is creeping up.”

Businesses that have product-market fit and new sales but no deliberate onboarding, no retention motion and no visibility into which customers are at risk.

The Players

Player Lead

A customer success leader who sets direction.

Project Lead

Owns the relationship and keeps it on track.

Execution Operator

Customer success and onboarding.

The 90-day shape

Weeks 1 to 2

Understand

Map the customer journey, find the churn and retention gaps, define the health metrics that matter.

Weeks 3 to 9

Build

Design onboarding, build health scoring, set the check-in cadence, write retention and expansion playbooks, stand up reporting.

Weeks 10 to 11

Activate

Run the motion with real customers and validate it works.

Week 12

Transfer

Hand over the playbooks, the scoring model and the reporting.

Deliverables

Mapped customer journey
Onboarding design
Customer health scoring
Check-in cadence and retention playbook
Expansion and upsell motion
Customer reporting

AI enablement: AI support workflows.

Common add-ons

Health scoring (advanced)
Onboarding design (extended)
Expansion programmes
Customer reporting

Outcome

Onboarding that sticks, lower churn, and the start of expansion revenue.

We don't promise to reverse churn driven by a broken product or pricing. We fix the success motion, not the underlying product.

Starting from $30,000, final scope confirmed in your proposal.

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