Four Service Tiers

Solutions That Scale With You

From rapid discovery to full managed execution, we meet you where you are and grow with your needs. Every solution includes zero-overhead delivery and measurable outcomes.

Common to All Packages

Every solution includes these foundational elements

Zero-Overhead Delivery

No hiring burden

KPI Baseline + Targets

GRR/NRR, time-to-value

Global-Ready Practices

NA, LATAM, EMEA, APAC

Board-Ready Artifacts

Executive reporting

Technology That Protects Growth

Partnering with Profulgent, experts in advanced cybersecurity and IT — Key Focus Group strengthens their impact through Customer Success strategy designed to drive value-driven outcomes.
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Discovery Sprint

Key Start

A rapid, objective assessment to surface revenue leaks, value drivers, and the shortest path to measurable wins.
2–10 business days
Fixed Fee

What's Included

Executive Brief (10–12 pages): findings, gaps, ROI opportunities, quick wins
90-Day Roadmap: milestones, owners, expected impact
Customer Journey Map: current vs. ideal from onboarding to renewal/expansion
Segmentation Snapshot & Coverage Model: high-touch vs. tech-touch balance
Health Signal Audit: risk/expansion predictors from your data
Tooling Recommendations: "use what you have" first; phased upgrades second
Leadership Readout + Decision Log: alignment and immediate next steps

Typical Focus Areas

Time-to-Value & Adoption
Optimize onboarding and adoption curves for faster customer success
Renewal Predictability
Build systems for forecasting and managing renewal risk
Role Clarity & Playbooks
Define responsibilities and create actionable playbooks
Build-Out

Key Foundations

Install the operating system for retention and expansion—built into your stack and ready for your team to run.
3–6 months
Milestone-based

What's Included

Segmentation & Coverage: tiers, SLAs, book sizes, touch models
Playbooks: onboarding, adoption, value reviews (QBR/EBR), renewal, expansion
Health Scoring v1: objective inputs (product, support, finance, sentiment) with thresholds
Renewal & Forecast Cadence: risk reviews, deal boards, exec escalation routes
Voice of Customer (VoC): CSAT/NPS, win/loss loops, CAB setup and cadence
Dashboards: exec (GRR/NRR), manager (risk & pipeline), CSM (daily actions)
Enablement: role design, capacity models, scorecards, training sessions
Handoff Package: documentation, admin guides, ownership map

Lives in Your Stack

Salesforce/HubSpot + Gainsight/Totango/Planhat (or lightweight sheets if needed)

Outcome

A working CS engine—implemented, enabled, documented
Executive Enablement

Key Momentum

Turn strategic intent into aligned action. Key Momentum is an executive training experience that builds the leadership mindshift, innovation-adoption capability, and execution discipline required to create sustained organizational progress and better outcomes for the people you serve.

What's Included

Executive Mindshift Workshops: Reframe innovation as an organizational capability connected to mission, strategy, and service outcomes.
Leadership Alignment: Establish shared direction, clarify priorities, and connect executive intent to coordinated action across the organization.
Innovation Adoption Readiness: Identify the people, processes, behaviors, and communication practices required to move innovation from concept to adoption.
Strategic Execution Roadmap: Translate priorities into practical milestones, owners, decisions, measures, and next steps.
Cross-Functional Alignment: Strengthen collaboration, clarify roles, and reduce the friction that slows execution across teams and departments.
Internal-to-External Experience Mapping: Connect internal alignment and operating practices to the experience of customers, citizens, employees, partners, and communities.
Accountability Rhythm: Establish leadership check-ins, feedback loops, decision points, and progress measures that sustain momentum after training.

Typical Focus Areas

Mindshift & Leadership Alignment
Build the shared understanding and executive ownership required for meaningful change.
Innovation Adoption
Move innovation beyond ideas by creating the confidence, clarity, and commitment necessary for adoption.
Strategy-to-Execution
Convert strategic priorities into coordinated action with clear ownership and measurable progress.
Cross-Functional Collaboration
Align teams, roles, and decision-making practices around the outcomes that matter most.
Service Experience
Strengthen the connection between how the organization operates internally and how it is experienced externally.

Outcome

A leadership team aligned around what matters, equipped to accelerate innovation adoption, and prepared to execute strategy with greater clarity, accountability, and measurable momentum.
Segment CS Pod

Focus Amplify

Your strategy, our pod. We take end-to-end lifecycle execution for a named segment without adding headcount or management load.
Ongoing
Monthly Retainer

What's Included

Segment Plan & Coverage Model: goals, SLAs, playbooks in scope, capacity math
Operating Calendar: weekly rituals, monthly forecast, quarterly reviews
Segment Dashboards: GRR/NRR, adoption, renewal pipeline, risk heatmap
Runbook & Comms Kit: cadences, EBR/QBR templates, talk tracks
Monthly Executive Memo: results, blockers, and asks—built for VP/SVP consumption

We Run

Onboarding/adoption programs
Health monitoring & interventions
Renewals & expansion plays
EBR/QBR for prioritized accounts
Disciplined CRM hygiene

Team (Typical)

Program Lead (Sr CSM)
CSM(s)
CS Ops specialist (shared/dedicated)
Coordinator (as needed)

Ideal For

Coverage gaps, peak-load periods (migrations, launches), or carve-outs your internal team can't absorb without risk.
Managed CS Execution

Focus Infinity

Top-down ownership of Customer Success: strategy, governance, operations, and compounding improvement across your entire book.
Ongoing
Monthly Retainer

What's Included

Embedded vCCO: strategy, governance, executive alignment, board-level communications
CS Ops Lead: tooling, data, dashboards, process control & QA
Operating Rhythm: weekly risk/adoption reviews; monthly forecast & expansion planning
Lifecycle Execution: onboarding programs, adoption campaigns, playbook adherence
Revenue Discipline: renewal forecasting, risk mitigation, expansion plays
VoC & Product Loop: CAB operations; signal routing to roadmap
Hiring Support (Optional): role design, scorecards, interview loop, onboarding kits

Accountability

Book-level GRR/NRR
Logo & dollar churn
Product adoption thresholds
Forecast accuracy
CS-sourced expansion pipeline

Outcome

Enterprise-grade CS run end-to-end by an embedded vCCO + CS Ops—zero overhead

Optional Add-Ons

Available with any package to extend your Customer Success capabilities

Tooling Implementation

Gainsight/Totango/Planhat, Pendo/Amplitude, in-app guides

Lifecycle Marketing

Success newsletters, webinars, upsell plays

Support Alignment

Ticket taxonomy, deflection content, knowledge base revamp

Revenue Architecture

Pricing/packaging feedback, success-qualified leads (SQLs)

Data Services

Product usage instrumentation, cohort analysis, attribution

Transition-to-Hire

Absorb the pod into FTEs when ready

Ready to Get Started?

Schedule a consultation to discuss which solution tier is right for your organization.
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