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 post-sales 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.

Practical, flexible support to build or scale your post-sales function and grow customer lifetime value. After a short intro call, we’ll align on the best fit for your goals. 

Fractional Leadership - Part-time, embedded leadership with dedicated monthly office hours to build and run your customer retention strategy. Ideal for lean teams who need a hands-on leader to drive retention initiatives or fill a temporary leadership gap as an interim leader for a set time period. 

• Investment: from $6k/month (quarterly commitment)

• Recent example: Built onboarding and health tracking as Fractional Director of Client Success for a professional services firm, cutting 90-day client churn 21% within the year.

Project Sprints - Targeted 4–8 week engagements to solve a specific problem or build key retention systems. Includes strategic assessment and action planning projects.  

• Investment: from $4k/project

• Recent example: Ran a People, Process, and Technology audit for a fast-paced professional services firm, surfacing the gaps, reactive account ownership, no shared playbooks, disconnected tools, that shaped a four-phase rebuild of their post-sales foundation.

Advisory - Strategic guidance to help your team build and scale a proactive post-sales function. Includes live sessions, async support, and access to KO's proven frameworks, checklists, and playbooks. 

• Investment: from $1,750/month (quarterly commitment)

• Ala carte Advisory Power Hour also available!

• Recent Example: Built a proactive account planning system with a VP of Account Services at a marketing agency, replacing ad hoc account management with a standard template, a recurring peer review process, and a leadership-facing view into retention, risk, and expansion across the book.