CS Advisory - Retention, SOPs,User Handling

5+ years running Customer Success at a fintech startup — I've built

retention systems, written SOPs, handled thousands of user

escalations, and led a team that activated 150+ users every month.

Book this if you want practical, no-fluff advice on:

- How to improve retention and reduce churn

- Building SOPs and playbooks for your CS team

- How to handle difficult users and escalations

- Setting up CRM workflows and automation

- Improving onboarding and activation conversion

- How to track and act on health metrics and CSAT

- Building and managing a CS team from scratch

This is not a theory. Everything I share comes from real problems

I've solved — with real numbers to show for it.

Who this is for:

— CS executives wanting to level up

— Startup founders building their first CS function

— Team leads are trying to scale operations

— Anyone struggling with user retention or churn