Consulting Engagement Models

1 

Retainer-Based Consulting

Best for clients who:

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• Need ongoing strategic advice and hands-on implementation support.

• Require sustained growth, continuous improvements, and consistent outcomes.

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Typical Deliverables:

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• Ongoing strategic sessions (weekly/biweekly calls)

• Continuous operational assessment & improvement

• Proactive guidance and optimization of CS strategies

• Regular performance reviews and adjustments based on KPIs

2

Project-Based Engagements

Best for clients who:

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• Need immediate solutions for specific, well-defined challenges (e.g., onboarding processes, feedback loops, adoption milestones).

• Prefer clear, finite timelines and outcomes.

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Example Projects:

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• Customer Success onboarding framework design

• Adoption milestones program implementation

• Proactive engagement playbook creation

Customer health score or NPS automation implementation

3

Fractional Customer Success Leadership

Ideal for companies that require immediate strategic Customer Success leadership without committing to a full-time executive hire. Provides flexible, executive-level expertise on a part-time basis.

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Best for clients who:

• Are rapidly scaling and need strategic executive guidance quickly.

• Need interim Customer Success leadership during periods of transition or growth.

• Desire ongoing senior-level support without the cost of a full-time executive.