Customer Success / Retention Consulting
Hourly Customer Success Consulting For founders, GTM teams, and CS leaders who need fast, strategic help without long-term commitments. What You Get: -Get clarity fast on your biggest challenge—churn, retention, onboarding, CS structure, etc. -Quick audit of your current CS setup—see what’s working, what’s broken, and what’s missing. -Outside perspective from a hands-on builder who’s scaled CS systems from scratch. -Tactical action steps with tool-specific advice (not vague suggestions). -You pick the focus—I'll bring frameworks, metrics, and process improvement ideas. Systems & Tools I Work With: -HubSpot (CRM all in one) -Arrows (Onboarding) -ChatGPT (OpenAI + prompt engineering for CS, automation, and retention insights) -Replit (AI agent and internal tool prototyping) -Lovable (AI agent and internal tool prototyping) -Monday.com (Task Tracking) -Notion (SOP Knowledge Database) -Jira (Ticket Tracking) -Confluence (SOP Knowledge Database) -Front (Team email management) -Loom (Video trainings) -Google Workspace -Canva -Granola (AI meeting feedback and team coaching) Results I’ve Delivered: -Reduced churn by 30% in 90 days through better retention workflows and feedback loops -Cut onboarding time by 50% using automation and clearer task flows -Boosted CSAT by 40% through escalation SOPs and proactive customer communication -Generated $1.2M in upsells by embedding expansion triggers and training CSMs -Increased team performance 26% in 4 weeks using AI-powered meeting review tools -Built CS org from scratch—roles, playbooks, health scores, KPIs, and scalable workflows for 75+ accounts per CSM
Details
- CategoryOperations, Logistics, Customer Support
Location
USA
Industry
- Administrative and Support Services
- Construction
- Education
- Financial Services
- Oil, Gas, and Mining
- Professional Services
- Real Estate and Equipment Rental Services
- Technology, Information and Media
- Transportation, Logistics, Supply Chain and Storage
- Utilities
Specific Jurisdictions That I'm Qualified In or Can Cover
Countries
States
Language(s)
- English
Customer Success / Retention Consulting
Customer Success / Retention Consulting
US$150.00 per hour