Revenue Operations · Post-Sale Engine
Stop the back end from leaking, and grow your best accounts on purpose.
Run the right side of the bowtie as a system: onboarding that drives time-to-value, a health score that flags risk before the renewal call, and an expansion motion that grows accounts on signal, turning retention into compounding net revenue retention.
The package
Retention & Expansion
You win customers but can't keep the back end tight: onboarding is inconsistent, churn surprises you, and expansion is accidental. This package makes post-sale a managed system, with net revenue retention treated as the number most correlated with durable growth. Start where the pain is, onboarding or churn, then mature the full motion.
- A repeatable onboarding motion that drives time-to-value and protects the riskiest stretch of the relationship
- A calibrated health score, risk and churn playbooks that fire on it, and a Voice-of-Customer loop feeding back in
- A committable renewal forecast and a signal-driven expansion motion
- Net revenue retention treated as a managed number, not a year-end surprise
What's inside
Projects in this package
Customer Onboarding
A repeatable onboarding journey with success milestones, automated workflows, and time-to-value tracking that flags stalled onboardings before they churn.
Explore
Customer Success Ops
The CS operating layer: a calibrated, multi-signal health score, risk and churn playbooks wired to owners, and a Voice-of-Customer and NPS program that feeds it.
Explore
Renewals & Expansion
A committable renewal forecast with GRR and NRR roll-up, forward renewal reporting by risk, and an expansion motion that grows the best accounts on usage and health signals.
ExploreOne system, three layers
Feed the post-sale engine with a clean source of truth
Health scores and renewal forecasts are only as good as the data under them. Data Solutions builds the warehouse and Single Customer View that make installed-base signals reliable.