Hands-on support for executing your retention and expansion strategy. We become part of your team to implement, measure, and optimize specific growth initiatives.
You have the roadmap. You know what needs to be done. But your team is underwater with day-to-day operations. There's no bandwidth to build new systems, train the team, and measure progress.
Or maybe you've tried implementing before—but without dedicated execution support, initiatives stall, priorities shift, and nothing sticks.
Customer Growth Projects provide hands-on execution support for your retention and expansion initiatives. We work alongside your team—not as consultants, but as operators—to drive measurable results.
Every project is custom-scoped to your specific needs. Here are common engagements we support:
Redesign your first 90 days to accelerate time-to-value. We build the customer journey, create playbooks, and train your team to deliver consistent outcomes.
Systematize how you identify, qualify, and close expansion opportunities. We create the playbook, build the sales motion, and train CS on expansion selling.
Identify the root causes of churn and build targeted interventions. We analyze data, create risk playbooks, and implement proactive save strategies.
Build a leading-indicator health scoring system that actually predicts risk. We design the model, integrate data sources, and create action triggers.
Shift your CS team from reactive support to proactive growth. We redesign roles, create new processes, and train the team on consultative engagement.
Optimize your pricing model to drive expansion. We analyze usage data, test new packaging, and implement pricing changes to maximize NRR.
We work together to define the project scope, success metrics, timeline, and resource requirements. You get a detailed project plan before we begin.
Deep dive into your current state: data analysis, customer interviews, team assessments, and process audits. We identify root causes and design solutions.
Hands-on implementation. We build processes, create templates, train teams, and run pilot programs to validate the approach before full rollout.
Full rollout with ongoing measurement and optimization. We track results, gather feedback, and make refinements until the system is working consistently.
This engagement is designed for B2B SaaS companies at $10-100M ARR who have identified a specific retention or expansion challenge and need dedicated execution support to solve it.
It's perfect for teams who have tried implementing changes before but struggled to maintain momentum without dedicated project leadership.
If you're not sure what project to tackle first, start with Customer Growth Planning to identify your top priorities.
Custom scoped based on your specific needs
The Pillar Sprint is a structured 90-day program focused on installing one specific component of the Farm to Scale OS™. Farm to Scale Projects are custom-scoped initiatives that might combine multiple pillars, address unique challenges, or require longer implementation timelines.
Pricing is based on project scope, duration, and complexity. After our initial scoping call, we'll provide a detailed proposal with timeline, deliverables, and investment. Most projects range from $60K-$150K depending on scope.
Expect 10-15 hours per week from key stakeholders. This isn't outsourced work—we build together so your team owns the solution when we're done. Specific time commitments are outlined in the project plan.
We generally recommend focusing on one major initiative at a time to ensure successful change management. However, we can run multiple smaller projects in parallel if they don't overlap in terms of team resources or dependencies.
You own the system we built together. We provide 30-60 days of post-project support for optimization and questions. Many clients then engage us for ongoing advisory support or tackle their next growth initiative.
Customer Growth Projects give you dedicated execution support to implement your retention and expansion strategy.
Custom scoped based on your specific needs