Service Details

From chaos to clarity — your full Customer Success infrastructure, built and ready to execute.

Retention Roadmap

Focused Strategy Deep-Dive

• Uncover key challenges and quick wins

• Evaluate process gaps and data blind spots

• Pinpoint high-impact optimization opportunities

Customized Roadmap

• Clear, actionable next steps tailored to your model

• Strategic priorities mapped to your growth stage

• Fast-track execution for meaningful improvements

Expert Guidance & Fresh Perspective

• Spot blind spots in tracking, reporting, and execution

• Clarify what’s working—and what’s holding you back

• Get unbiased, strategic recommendations that drive results

Processes & Playbooks

Risk & Escalation Systems

• Escalation paths, SLAs, and triage workflows

• Proactive tools to prevent client churn and fires

Client Journey Workflows

• Adoption, renewal, and expansion mapped end-to-end

• Clear ownership, triggers, and success milestones

Growth & Retention Playbooks

• Strategic MBR/QBR frameworks

• Renewal, expansion, and red flag handling guides

Automation & Execution Blueprints

• Task automation and SOPs for daily CS execution

• AI integration

Fractional Customer Success Leadership

• Strategic planning and execution without full-time overhead

• Team training, enablement, and coaching

• Process design and optimization tailored to your model

Complete Client Experience Management

• Success planning aligned to customer goals and lifecycle stages

• Ongoing health monitoring for early risk and opportunity detection

• Expansion strategies to drive upsell and cross-sell growth

Revenue Optimization

• Net Revenue Retention (NRR) tracking and targeted improvement plans

• Churn prevention through early risk detection and intervention

• Systematic client feedback loops to guide growth

Continuous Success Management

• Regular MBRs/QBRs to drive alignment and momentum

• Success metric tracking (CSAT, NPS, Health Scores)

• Stakeholder reporting and ongoing strategy refinement for scale

Day to Day Execution

"I’ve had the privilege of working directly under Danielle and I can confidently say she’s one of the most passionate and driven leaders I’ve ever worked with. Danielle brings a rare combination of innovation, strategic thinking, and a deep understanding of what drives customer value.

She single-handedly transformed our Customer Success organization, building it into a data-focused, metrics-driven function that not only improved our internal workflows but also strengthened our client relationships in meaningful, measurable ways. Her ability to develop and implement new processes has been game-changing for our team, streamlining our efforts and setting us up for long-term success.

As a leader, Danielle has been one of the most influential bosses I’ve ever reported into. She leads with empathy, compassion, and a genuine care not just for our clients, but for every member of her team. Her thoughtful, people-first leadership style creates an environment where individuals feel supported, heard, and empowered to do their best work.

Danielle is also a natural problem solver—someone who approaches every situation with a solution-oriented mindset. No matter the challenge, she remains calm, focused, and determined to find the best path forward.

If you're looking for a leader who can elevate a team, drive meaningful change, and build a strong, customer-centric culture rooted in both results and empathy, Danielle is that person."

- Lerin Baker

Lead Customer Success Manager

April 16, 2025

★★★★★