Consulting Services

Services for software companies that need a stronger post-sale system

From focused diagnostics to operating model design and executive advisory, the work is built to improve delivery reliability, customer value, retention confidence, and expansion readiness.

Service 1

Post-Sale Growth Diagnostic

A focused assessment of the customer system after the sale, designed to identify where operating gaps are limiting delivery, value, and growth.

Common client situations

  • Customers reach go-live, but results are uneven
  • Sales, Services, and Customer Success work hard but not as one connected system
  • Renewal concerns appear late
  • Leadership knows the post-sale model needs work but needs a structured starting point

What is reviewed

  • Revenue-to-delivery handoff
  • Discovery and scope discipline
  • Onboarding and implementation flow
  • Delivery governance and services metrics
  • Customer Success ownership after go-live
  • Post-live value erosion patterns
  • Renewal and expansion motion
  • Partner involvement where relevant

Deliverables

  • Executive findings brief
  • Friction map of the post-sale system
  • Priority issue list
  • Risk and opportunity summary
  • Target-state recommendations
  • 90-day action plan

Good fit for software companies that want a serious diagnosis before committing to a wider redesign.

Service 2

Professional Services Delivery OS

A structured operating model for Professional Services teams that need more reliable delivery, more consistent economics, and cleaner coordination with Sales, Customer Success, and Product.

Common client situations

  • Services are growing faster than the operating model
  • Delivery quality varies by team member
  • Scope discipline is weak
  • Leaders need more predictable forecasting, utilization, margin, and project visibility
  • Sales needs packaged service offers that are easier to position and deliver

Core build components

  • Services strategy and role in the business
  • Service catalogue and offer packaging
  • SOW and scoping model
  • Sales-to-delivery handoff rules
  • Delivery lifecycle framework and governance
  • Project health reporting
  • Utilization and margin visibility
  • Escalation model and team enablement

Deliverables may include

  • Delivery OS blueprint
  • Packaged services design
  • Handoff and role map
  • Governance calendar
  • Services metrics scorecard
  • Prioritized implementation roadmap

Good fit for B2B software companies, fintech vendors, and ERP-adjacent platforms whose customer outcomes depend on implementation quality.

Service 3

Post-Live Value Strategy

A strategy and offer-design engagement focused on what happens after go-live, especially where customer value fades and the vendor lacks proactive post-live services.

Core premise

The product may still work. The original implementation may still have been correct. But the customer's world changes — their people, processes, policies, releases, and integrations change with it. Without a proactive model, that drift becomes dissatisfaction.

Common client situations

  • Customers blame the product for problems that emerged later
  • No structured optimization or advisory service after go-live
  • Valuable customer conversations happen only during escalations or renewals
  • Services revenue is concentrated at the front of the lifecycle

What is designed

  • Post-live value risk model
  • Review or assessment offering
  • Optimization and release adoption service concepts
  • Integration or configuration review concepts
  • Customer segmentation by post-live need
  • Commercial packaging and internal operating rhythm

Good fit for software companies and implementation partners that want to convert reactive post-live support into a defined advisory and services practice.

Service 4

Customer Retention & Expansion Model

A redesign of the customer growth motion that connects delivery quality, post-live value, renewal confidence, and account expansion.

Common client situations

  • Renewals are harder than they should be
  • Expansion is inconsistent
  • Customer Success has responsibility but lacks upstream influence
  • Leadership cannot see how onboarding and delivery tie to future revenue
  • High-value customers are handled differently each time

What is reviewed or designed

  • Customer lifecycle ownership
  • Retention risk signals
  • Executive review cadence
  • Expansion triggers and customer segmentation
  • Role design across CS, Services, AM, and Sales
  • Customer growth metrics
  • Post-live service offers that support growth

Good fit for companies that want a clearer system for converting customer success into retention and account development.

Service 5

Partner Delivery & Growth Model

A practical operating model for companies that depend on partners to extend delivery, influence pipeline, improve coverage, or support customer adoption.

Common client situations

  • Partners exist, but the program lacks delivery discipline
  • Internal teams are unsure how to work with partners
  • Partner-created revenue is hard to measure
  • Customer delivery quality varies by partner
  • The company wants partner growth, but enablement is thin

What is designed

  • Partner role in the customer model
  • Partner tiers and type logic
  • Enablement journey and delivery readiness expectations
  • Joint customer engagement model
  • Partner success metrics and commercial contribution model
  • Internal ownership and escalation path

Good fit for software firms and partner-led ecosystems where customer growth depends partly on an external delivery network.

Service 6

Fractional Head of Customer Growth & Delivery

A senior advisory and operating role for companies that need an experienced post-sale leader for a defined period, without creating a permanent executive position immediately.

This role can support

  • Post-sale operating model design
  • Executive alignment
  • Services and Customer Success coordination
  • Operating cadence and retention problem framing
  • Partner delivery discipline
  • Leadership coaching
  • Interim ownership of a structured improvement program

Positioning note

This is not a generic outsourced executive role. It is best suited to a company with a defined operating problem and a desire to install a stronger customer system — not simply to fill a headcount gap.

Engagement Structure

Ways to work together

Diagnostic Sprint

A short, focused assessment designed to clarify the problem and recommend the path forward. Usually the right first step.

Blueprint Engagement

A structured design project that creates a new operating model, service framework, or customer growth system across one or more Blueprint pillars.

Advisory Support

Ongoing executive guidance while the company implements the design, aligns stakeholders, and adjusts the model in practice.

Not Sure Which Service Fits?

Start with a working session.

A short conversation can clarify whether the problem is delivery design, post-live value, retention mechanics, partner readiness, or a combination of several.