Build a high-performing Customer Success team.
In 90 days.

For CS leaders with real experience and good instincts — but too busy firefighting to catch up. 20 years of enterprise CS condensed into a system you can start this week.

No fluff Built for scale Results in 90 days
90-day roadmap ON TRACK
Diagnose & StabilizeDays 1–30
Systems & PlaybooksDays 31–60
Scale & ExpansionDays 61–90
20+Years CS
14+Templates
$97Early access
20+
Years in enterprise CS
90days
To a proactive CS org
14+
Frameworks & templates
$500K+
True cost of one churned enterprise account
The Problem

Good enough to survive. Not good enough to scale.

01

Escalations own the calendar

Technical issues, overpromised deals, at-risk accounts — every hour spent firefighting is an hour not spent building the systems that prevent the next fire.

02

The tools work. Just not well enough.

Processes aren't broken — they're just not built for scale. "Good enough to survive" and "built to be proactive" are very different operating modes.

03

Leadership doesn't prioritize the shift

Everyone agrees CS needs to evolve. No one funds the move. Reactive teams stay reactive — until churn forces the conversation that should have happened a year ago.

04

The cost stays hidden

A CS team stuck in reactive mode isn't failing visibly — it's quietly leaving value on the table. Churn that could have been caught early, expansion that never got surfaced. The damage compounds before anyone puts it on a slide.

What's Inside

A complete toolkit. Not another course.

Everything you need to rebuild your CS org — frameworks, templates, dashboards, and the week-by-week plan to deploy them.

The 90-Day Operating System

A week-by-week plan that turns reactive teams into proactive ones. Diagnose, stabilize, systemize, scale.

14+ frameworks & templates

QBR decks, health scoring, escalation playbooks, renewal motions — production-ready, not theoretical.

CS metrics that matter

Stop measuring activity. Start measuring outcomes that compound.

Team design

Pods, segments, ratios, and career ladders that scale past 20 CSMs.

Expansion motion

Turn CS into a revenue engine without becoming sales.

Cross-functional alignment

Operating cadences with Sales, Product, and Support that actually stick.

Who Is This For

Built for CS leaders at every stage.

Startup / Growth-Stage
"You survived on hustle. Now you need a scalable system."
You built CS through relationships, effort, and tribal knowledge. It worked — until it didn't. You need structure without breaking what's working.
Mid-Market
"Your team is good. Your processes need to catch up."
Your CS team is experienced and motivated — but reactive. More firefighting than forecasting. Leadership is asking harder questions. You have 90 days to show a plan and early results. This is it.
Enterprise
"Leadership finally gets it. Now comes the hard part."
CS is now a core business driver. The expectation is clear: no more silos. But your system was built for a different era, and the larger the team, the harder it is to drive change while maintaining day-to-day delivery. This gives you the structure to do both.
What Makes This Different

Built by an operator. Not a coach.

Two decades of enterprise CS leadership — scaling teams from a handful of CSMs to 100+, surviving M&A, and turning churn problems into expansion engines. Every framework in this toolkit has been deployed in the field, refined under pressure, and shipped with teams who didn't have a quarter to spare.

The toolkit + personal guidance
Two live 60-minute sessions with the person who built this — not recordings, not email Q&A.
Kick-off (Week 1–2). Prioritize Phase 1 for your specific org. Answer the questions AI can't.
Check-in (any point in 90 days). Use it when you hit a wall — resistant stakeholder, stalled team, or escalation that won't close.
Additional 60-minute sessions available. Need more time? Book at any point in your 90 days — $297 per session.
01

Templates can be copied. Experience can't.

Susan has led CS transformations at enterprise SaaS companies for 20+ years. She knows where these plans break down — and how to keep yours on track.

02

Built for the person leading the team, not on it.

Every other CS resource is built for individual contributors. This is built for the leader who has to rebuild the whole system while running it.

03

Deployed in the field. Not theorized in a classroom.

Enterprise SaaS, Series B through IPO, post-acquisition, vertical SaaS, platform plays. The patterns in this toolkit come from organizations where CS had to work — not ones where it was optional.

How It Works

One system. Three phases.

01 Days 1–30

Diagnose & Stabilize

  • Audit accounts, team, and tools
  • Triage at-risk revenue
  • Define the success operating model
02 Days 31–60

Systems & Playbooks

  • Roll out health scoring & QBR cadence
  • Stand up renewal & escalation playbooks
  • Align with Sales and Product
03 Days 61–90

Scale & Expansion

  • Launch expansion motion
  • Instrument leading indicators
  • Hand off to a self-running team
Pricing

The Toolkit + Personal Guidance.

The full 90-Day CS Toolkit — 14 frameworks & templates
Kick-off session (Week 1–2) — prioritize Phase 1 for your specific org
Check-in session — use it anytime in your 90 days when you hit a wall
Additional 60-minute sessions available at $297 — book anytime
Early Access
$97
Early access price  ·  $197 at launch
Why $97 is a no-brainer

A CS consultant charges $150–250/hr. Two sessions with Susan alone are worth 2–3× the price.

Losing one enterprise account can cost $500K+. This helps you catch it before it leaves.

Every other CS resource is built for CSMs. This is built for the person leading them.

Early Access $97
Moves to $197 at launch

Stop firefighting. Start scaling.

Join the early access list. Be first to know when the toolkit drops — and lock in $97 before the price moves to $197 at launch.

Early access includes: The full toolkit + two personal 60-minute sessions with Susan — a kick-off in your first two weeks and a check-in whenever you choose within 90 days.
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