Everything you need to know about working with Revenue Retention Advisors
We help B2B SaaS companies at $10-50M ARR turn customer success into a revenue engine. We identify revenue leaks in your customer journey and build systematic processes to plug them—making retention and expansion as predictable as new sales.
We work with B2B SaaS companies at $10-50M ARR who have NRR below 110% or unpredictable expansion. You're past product-market fit but need to systematize your growth from existing customers.
We're operators, not theorists. Our team has held revenue leadership roles at Oracle, Cisco, Microsoft, Splunk, and HPE. We don't just advise—we work alongside your team to implement and drive results. Plus, we focus specifically on the revenue retention motion, not general CS strategy.
Yes. We work with B2B SaaS companies globally and can accommodate different time zones for workshops, calls, and ongoing support.
A workshop is diagnostic—we identify your top revenue leaks and build an action plan. A 90-day project is full implementation—we work alongside your team to design, deploy, and measure the Farm to Scale OS™. Workshops are great for clarity; projects are for transformation.
Absolutely. Many clients start with a workshop to get alignment and clarity, then transition to a 90-day project or fractional engagement to implement the roadmap.
We embed with your leadership team 1-2 days per week over 6-12 months. Think of it as having a VP of Revenue Retention on staff, but without the full-time cost. You get strategic guidance plus hands-on operational support.
Those are our core offerings, but we can customize based on your needs. Some clients need focused help on health scoring, others on expansion motions. Let's talk about what makes sense for you.
Most companies see quick wins within 30 days (like improved handoffs or better health scoring). Measurable NRR improvements typically show up within 90-120 days, then compound over time.
Month 1: Diagnose revenue leaks and map your customer journey. Month 2: Design playbooks, frameworks, and processes. Month 3: Deploy with your team and measure impact. You'll have weekly working sessions and regular leadership check-ins.
For a 90-day project: expect 5-10 hours per week from your core team (VP of CS, CRO, RevOps). For workshops: just the session time plus 1-2 hours of pre-work. For fractional engagements: we work around your schedule.
Both. We can work entirely remotely, hybrid, or on-site based on your preference and budget. Many projects start with an in-person kickoff then shift to remote with periodic on-site visits.
We deliver a full handoff: documented playbooks, trained team, measurement dashboards. Some clients continue with fractional advisory support, others run independently. We stay available for follow-up questions.
Workshops start at $15K (half-day) to $25K (full-day). 90-day projects are custom priced based on scope, typically $75K-150K. Fractional engagements are monthly retainers of $15K-30K depending on time commitment.
Every company has different complexity—number of customers, product lines, team size, and existing processes all affect scope. We provide a detailed proposal after our discovery call so you know exactly what you're getting.
Most companies see 3-5x ROI within 12 months. If you're at $25M ARR with 95% NRR, moving to 110% NRR adds $3.75M in retained revenue. Plus expansion becomes systematic instead of random.
Yes. For 90-day projects we typically do 50% upfront, 25% at 45 days, 25% at completion. Fractional engagements are billed monthly. We're flexible based on your needs.
Typical outcomes: 15-25% NRR improvement within 6-12 months, 50% faster time-to-value, 3x expansion rates, and 85% churn prediction accuracy 90 days before renewal. Your results depend on starting point and implementation commitment.
We track leading indicators (handoff quality, engagement scores, value realization) and lagging indicators (NRR, churn rate, expansion ARR). We set clear KPIs at the start and review progress weekly.
We've never had a client not see improvement when they fully implement the playbooks. That said, we build in check-points throughout the engagement. If something isn't working, we adjust. We're invested in your success.
Yes. See our testimonials page for detailed results from companies like yours. Most clients prefer to remain anonymous due to competitive reasons, but we can share specifics on calls.
Schedule a 30-minute discovery call. We'll discuss your challenges, current NRR, and growth goals. Then we'll identify your top revenue leaks and recommend the right engagement model.
Yes. Zero obligation. We'll give you actionable insights whether you work with us or not. Many companies get value just from the 30-minute revenue leak assessment.
Workshops: typically 2-4 weeks out. 90-day projects: usually 3-6 weeks from signed agreement to kickoff (includes discovery and planning). Fractional engagements: 2-3 weeks.
No problem. Many companies talk to us 3-6 months before they're ready to move forward. We're happy to stay in touch and provide guidance as you think through your options.
We're tool-agnostic. We work with whatever CRM, CS platform, and analytics tools you use—Salesforce, HubSpot, Gainsight, ChurnZero, Totango, Mixpanel, Amplitude, etc. Our frameworks work independent of technology.
Usually no. Most companies have the tools they need but aren't using them effectively. We help you optimize what you have. If there are gaps, we'll recommend options, but new software isn't a prerequisite.
Yes, for 90-day projects and fractional engagements. We'll work with your RevOps team to configure health scores, build dashboards, set up workflows, etc. We're hands-on.
That's fine. We can handle more of the technical setup ourselves or work with whoever manages your systems (IT, CS Ops, etc.). Many of our clients don't have dedicated RevOps.
Schedule a call and we'll answer everything specific to your situation