Every service. Every price.
Four lanes, one job each. Start with one. Add the next when it has paid for itself.
Your board wants AI. Give them faster CSMs and fewer surprises.
Book my free callEvery price, up front
1 · See it
Start hereKnow which renewals you'll lose, and why.
- Retention RundownFrom $3,500, then from $5,000
Answers in 14 days, not months.
10 pieces of work, one fixed quote. A retention number your business aligns on, or it's free.
See what's inside2 · Recover it
Get back the revenue slipping through renewals.
- Renewal Coverage Check$2,500
- Renewal Recovery SprintFrom $2.5K + a share
- Renewal Leakage Audit$7,500
3 · Fix it
Clean data, renewals worked the same way, and AI your team uses.
- CX Data Foundations$10K to $20K
- Salesforce CS playbook builds$15K to $50K
- CS Copilot BuildFrom $8,750
- Renewal agent buildFrom $15K
4 · Run it
Someone senior keeps it running, every month.
- Managed retention reportingFrom $2.5K a month
- Fractional CX operationsFrom $5K a month
- Salesforce tuningFrom $2K a month
- Copilot careFrom $1.5K a month
Free: Free 30-minute call · Churn calculator · Free 120-day renewal check · Free CS tools
Free, and useful on its own.
Free 30-minute call
No data needed. You leave knowing the right first step.
Book a free callChurn calculator
What churn costs you a year, against the median for your contract size.
Run your numbersFree 120-day renewal check
For Salesforce teams: how many renewals in the next 120 days have no logged touch.
See how it worksFree CS tools
Checklists and templates for CSMs, support leads and CS managers.
Get the tools
1 · See it
Know which renewals you'll lose, and why.
Retention Rundown
From $3,500 for the first three clients, for a case result and a reference call. Then from $5,000
Renewals are coming, and nobody can say which ones are at risk. Answers in 14 days, not months.
Every renewal at risk in the next 90 days, ranked by dollars, with the reason and who to call first. Plus who left and why, a health score rebuilt from your real churn, a retention number your leadership signs, and a map of where AI pays off first. From your own exports, in 14 days.
A retention number your business aligns on, or it's free. The guarantee holds once your exports are in. The full fee credits toward any follow-on work for 90 days. Nothing is sold after day 14 unless you ask.
See the full Rundown2 · Recover it
Get back the revenue slipping through renewals.
Renewal Coverage Check
$2,500, fixed
Paying customers might have no renewal in your CRM at all.
Every paying subscription matched to a renewal in your CRM, and every gap priced. Five business days, from two exports.
Fixed. Credited in full to the Renewal Leakage Audit if you go further within 30 days.
How the Coverage Check worksRenewal Recovery Sprint
From $2,500, plus a share of what's found
Renewals lapsed or never got billed, and nobody has gone back for the money.
Every lapsed and unbilled renewal found, with evidence on each line, signed off by you and handed to your team to collect, with the emails, call script and tracker. Two weeks to the list.
A fixed fee set by your size, paid at signature, plus a share of the revenue you sign off as found. That share is due 90 days after sign-off, so your team can collect first. Only lines you accept count. Rather pay one flat fee? The Renewal Coverage Check is the fixed-price version.
Book a free callRenewal Leakage Audit
$7,500, fixed
The Coverage Check found gaps, or a raise, refinance or sale is coming.
Two weeks: every renewal gap, the churn and downgrades your CRM never saw, GRR and NRR rebuilt from billing, and a fix plan ranked by dollars.
Three design partners pay $3,750, or take the guarantee instead: three times the fee found, or no fee. A Coverage Check fee credits in full within 30 days.
See the Audit3 · Fix it
Clean data, renewals worked the same way, and AI your team uses.
CX Data Foundations
Fixed, usually $10,000 to $20,000, scoped up front
Your reporting is only as good as fields nobody fills in.
Start dates, churn reasons, renewal terms, owner history and health inputs, added, backfilled and locked in so they stay filled.
One fixed price, agreed after a scoping call. If you've done the Rundown, its fee credits toward this.
How the sprint worksSalesforce CS playbook builds
Renewal build $15K to $30K. Lifecycle build $25K to $50K.
Renewals and onboarding depend on who remembers, not on a process.
Renewal and lifecycle playbooks built by hand in your Salesforce org, around how your team already renews. Triggers, tasks, fields and reports, handed over with training.
Quoted from the ARR it protects, after the free 120-day renewal check. Nothing is installed from a template.
How a build worksCS Copilot Build
From $8,750 for the first three clients, then from $12,500
The board wants AI in CS. The last pilot sits unused.
Four AI routines your CSMs run every week, connected read-only to your CRM, piloted, trained and measured. A pre-call account brief, a weekly renewal-risk review, a first-draft QBR and a Monday at-risk digest, inside your own Claude or ChatGPT.
Up to 20 seats. Each extra 20 adds $2,500. Live in 30 days. If fewer than 70% of seats use it weekly by day 45, I keep working free until they do. The guarantee holds once your seats are bought and your admin has connected the tools.
How the Copilot Build worksRenewal agent build
From $15K, or from $5k added to a playbook build
Your CSMs use the copilot. Now nobody should have to remember to run it.
When a renewal enters the 120-day window, the account brief, risk call, task and draft email are waiting for the CSM to approve. Nothing is sent or written back until a CSM approves it.
After a Copilot Build or with a playbook build. Runs inside Salesforce or on a schedule in your own cloud account.
How the renewal agent works4 · Run it
Someone senior keeps it running, every month.
Managed retention reporting
From $2,500 a month
The work is built. Now someone needs to keep it current.
Your at-risk list, GRR, NRR and executive reports, refreshed every month with a note on what moved and why.
Follows a Rundown or an Audit, or starts with a $2,500 setup fee. Billed monthly, with a three-month minimum.
Book a free callFractional CX operations
From $5,000 a month
You need a CS operations leader, and the hire is months away or not in the budget.
I run your retention reporting, keep the at-risk list current and ship one improvement after another. You keep everything I build.
Three-month minimum. Scope, and how many days a week, set on the call. Copilot care is included.
Book a free callSalesforce tuning
From $2,000 a month
Your playbooks are live, and the business keeps changing.
New products, new stages and new owners folded into the plays every month, so the build never drifts from how you actually renew.
After a playbook build. Billed monthly.
How a build worksCopilot care
From $1,500 a month
The copilot is live. Your team, products and questions keep changing.
I run and maintain it inside your accounts: a new routine every month, tuning as your team and products change, and a monthly report on use and how often the risk calls were right.
After a Copilot Build. Three-month minimum. Included in fractional CX operations.
How the Copilot Build worksHow the lanes stack.
Every fixed-price first step credits toward the next. Most teams need one or two lanes, and you only add one when the last has paid for itself.
Find it and fix it
- 1Retention Rundown
- 2Salesforce playbooks
- 3Salesforce tuning
The Rundown's fee credits toward the build for 90 days.
Get the money back
- 1Coverage Check
- 2Leakage Audit
- 3Recovery Sprint
The Coverage Check's fee credits toward the Audit for 30 days.
AI that sticks
- 1Retention Rundown
- 2CS Copilot Build
- 3Renewal agent build
The Rundown's AI leverage map picks the routines; its fee credits toward the build for 90 days.
CS handled
- 1Any first step
- 2Data Foundations and playbooks
- 3Fractional CX operations
Every lane, run by one person who built it.
Not sure which lane?
30 minutes, no data needed. You leave knowing the right first step, whether you buy or not.