Founders, CEOs, and Go-to-Market leaders at growing professional services firms, agencies, and B2B tech startups with an in-market product/service and revenue from paying customers work with Kelly because they want growth - not to be stuck in reactive mode, fighting fires with their customers. 

They are ready for Kelly’s VP of Customer Success/Client Operations perspective. These leaders gain confidence and operational predictability, consistent customer journeys to retain revenue, and customer health data for making strategic decisions.

Kelly helps you build a more connected customer experience and architect the framework for growing your customer lifetime value, applying proven strategies from agency and SaaS experience.

Expertise without the overhead - high-level expertise without the risks and expenses of salary, benefits, bonus, or severance.

Flexibility - scale-up or scale-down our engagement as your budgets and priorities evolve, which is critical during times of economic uncertainty.

Perspective - experience in multiple industry verticals along with an objective viewpoint that helps provide a unique perspective for strategic planning and tackling problems differently than internal leaders.

Speed - rapid onboarding to fill critical leadership gaps, quick to adapt to your operating systems and culture, with quick-turn contributions to your leadership team.

After the Intro Call, Kelly will provide recommendations on the right format of engagement based on your goals. You’ll then work together to refine it so that it's perfect for your organization.

Fractional or Interim Engagement - monthly retainer to embed a proven leader to build strategies to increase customer lifetime value, while working side by side with your team to implement the playbooks. This gives you dedicated office hours each month for Kelly to implement the components of her 5 Building Blocks program to increase revenue retention and add incremental revenue. During times of planned leaves or transitions, Kelly can also jump into an Interim leadership role.                   

• Investment: from $7k/month (quarterly commitment)

Project-Based Engagement - custom scoped 4-8 week sprints that provide leadership and accountability when you need an expert to take on a multi-faceted project from start to finish - such as creating a customer journey, customer segmentation, building one or more of Kelly's 5 Building Blocks to increase customer lifetime value, process/playbook development/optimization, or diagnosing areas that need attention in your post-sales process. 

• Investment: from $4k depending on scope

Advisory - focused, ongoing support to drive meaningful outcomes to prioritize your next steps for post-sales success. Our sessions are customized around you top priorities like people, process, and technology - to give you more confidence, validation, and clarity on what your next steps need to be. This is perfect for teams that want to DIY their initial growth and retention program using Kelly's 5 Building Blocks to increase customer lifetime value and need strategic and tactical guidance along the way. This includes live virtual meetings, along with responsive email and DM support.

• Investment: from $2k/month (quarterly commitment). If you want to jump in today, you can even book an ala carte Advisory Power Hour today!