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Customer Success Setup

Retain More. Expand Revenue.

Gainsight costs $40,000+/year and takes 6 months to implement. ChurnZero starts at $12,000/year with a 90-day setup. Boojee builds your full CS engine in 30 days — onboarding playbooks, health scoring, churn prediction, and expansion plays.

30-Day Playbook
Avg 22% Churn Reduction
NPS Lift Guaranteed
What We Build

Six CS Systems, One 30-Day Sprint

Everything your team needs to reduce churn, expand accounts, and prove CS ROI to leadership.

Onboarding Playbook

Day-by-day activation sequence, welcome automations, milestone triggers, and a 30-60-90 customer journey map. Cut time-to-value in half.

Customer Health Scoring

Custom health model built on your product usage data, support tickets, engagement signals, and NPS. Know who's at risk before they submit a cancellation.

QBR Framework

Quarterly Business Review templates, exec deck format, ROI calculation methodology, and an agenda library. Turn renewals into expansion conversations.

Churn Prediction

Early-warning dashboard, automated red-flag alerts, and a 14-point intervention checklist. Identify at-risk accounts 60 days before renewal, not the day they cancel.

Expansion Revenue Plays

Upsell and cross-sell motion built into your CS workflow. Trigger-based expansion sequences, upgrade landing pages, and incentive structures for your CSMs.

CS Team Hiring

CSM job description library, interview scorecard, 30-60-90 ramp plan, and compensation benchmark data. Build the team that runs the systems we design.

How It Works

Four Phases. Thirty Days.

From CS audit to a fully operational customer success program, live in your stack.

01

CS Audit

We review your current churn data, onboarding flow, support tickets, NPS trends, and team structure. You get a gap report within 48 hours.

02

Playbook Design

Custom onboarding sequence, health scoring model, and QBR framework built from your product data and customer segments. No generic templates.

03

Tool Setup

Your CS stack configured — whether that's Gainsight, HubSpot, Salesforce, or a custom Notion/Airtable build. Dashboards, alerts, and automations wired and tested.

04

Team Training & Launch

CSM training sessions, recorded SOP library, and a live launch run. Your team knows the playbook. Your customers feel the difference immediately.

Packages

Pick Your CS Investment

Every tier includes the audit, documentation, and a 30-day check-in call.

CS Playbook
$798

The foundational playbook — everything you need to standardize your onboarding and track customer health.

  • CS & churn audit (48-hour turnaround)
  • Custom onboarding sequence design
  • Customer health scoring model
  • Churn early-warning checklist
  • NPS survey setup + baseline
  • 30-day success milestones map
  • 1 × 60-min strategy session
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Full CS Buildout
$3,498

Done-for-you CS department buildout — systems, team hiring, and a 90-day managed launch included.

  • Everything in CS Stack
  • CS team hiring kit (JD, scorecard, ramp plan)
  • Comp benchmarking & org chart design
  • 90-day CS launch roadmap
  • Monthly churn report template
  • Expansion revenue dashboard setup
  • Unlimited revisions (30-day window)
  • 90-day check-in + optimization sprint
Build My CS Team
ROI Calculator

What's Churn Costing You?

Move the sliders to see your current revenue loss — and what a CS program saves you monthly.

Monthly Churn Loss
Revenue leaving per month
Projected Churn w/ CS
After avg 30% churn reduction
Monthly Revenue Saved
Your net CS program ROI
Proven Results

Testimonial and Trust

Salesforce Compatible HubSpot Compatible Gainsight Aligned SaaS Metrics Standard QBR Templates Included No Equity Taken
FAQ

Common Questions

Do I need a CS team before I set up customer success systems?

No. Many of our clients are founder-led or have a single CSM handling everything. We build the playbooks and systems so that whoever owns CS — even if that's you — has a documented, repeatable process to follow. Once the systems are live, hiring becomes far easier because the role is defined.

What tools do you set up — do I need to switch platforms?

We work with your existing stack. If you're on HubSpot, Salesforce, or Gainsight, we configure CS workflows, health dashboards, and automation sequences inside those tools. If you don't have a CS platform yet, we'll recommend and set up a lightweight solution (often a Notion + Airtable combo that costs nothing) until you're ready to invest in dedicated CS software.

How is the 22% churn reduction figure calculated?

It's our average across completed CS Stack and Full Buildout engagements measured at the 90-day mark post-launch, comparing monthly churn rate before and after the program. Individual results depend on your current churn rate, product maturity, and how quickly your team adopts the playbooks — which is why we guarantee an NPS lift rather than a specific churn number for every client.

What's included in the NPS Lift Guarantee?

For CS Stack and Full Buildout clients, if your NPS score doesn't improve within 90 days of launch (measured from your baseline at audit), we'll run a free optimization sprint — an additional 2 weeks of work at no charge — until it does. The guarantee applies when you've implemented the playbook as delivered.

Can this work for a service retainer business, not just SaaS?

Yes. The CS principles and systems translate directly to agencies, consulting firms, managed service providers, and any subscription-based service model. Health scoring, QBR frameworks, and expansion plays all have natural equivalents in a retainer business. We've built CS programs for agencies running 50+ retainer accounts and the results are often more dramatic than pure SaaS because human-delivered services have more touchpoints to optimize.

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Let's Build Your CS Program

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