Services
LLI Consulting is built for growth-stage B2B SaaS and logistics-technology companies that want Customer Success to operate as a revenue engine, not a support function. We typically partner with teams between ~$10M and $500M ARR where CS is looking to reduce churn, improve NRR, and scale without burning out the team.
The Integrity Framework™
Clarity Catalyst™ 30-Day
Customer Success Diagnostic
Clarity Catalyst™ is a 30-day diagnostic that benchmarks your Customer Success function against growth-stage best practices and surfaces the highest-ROI moves you can make in the next 3–6 months.
Map your current customer journey, handoffs, and feedback loops
Review CS org design, roles, and coverage against your book of business
Assess health scoring, NRR drivers, and time-to-value signals
Analyze tech stack usage (CS, CRM, support) and data gaps
Identify operational bottlenecks and “hidden churn” risks
You walk away with:
A prioritized CS improvement roadmap tied to revenue outcomes
A board-ready summary of current state, risks, and growth opportunities
Clear guidance on where to invest first in people, process, data, and tech
“Want a focused read on where CS is helping or hurting growth?”
Connected Growth Playbook™ Strategic Blueprint
Connected Growth Playbook™ is a strategic blueprint that translates your customer journey, data, and CS capabilities into a single, actionable plan for revenue growth.
Clarify ideal customer profile and value milestones
Define leading indicators for retention and expansion across teams
Set NRR, logo retention, and TTV targets and how CS supports them
Document cross-functional plays connecting CS, Sales, Marketing, and Product
Outline a phased implementation plan aligned with capacity and budget
You walk away with:
A connected playbook linking customer outcomes to revenue outcomes
A sequenced plan for building or upgrading your CS function
A shared language your executive team can align around
“Want an executive-ready view of how CS drives growth?”
Growth Operating System™ 90-Day Customer Success Transformation
Growth Operating System™ is a 90-day transformation program that rebuilds your Customer Success function as a revenue engine with clear plays, data, and roles that support durable NRR.
Redesign your end-to-end customer journey with value milestones
Build a CS operating model: segments, coverage, playbooks, cadences
Implement or refine health scoring tied to expansion and churn prediction
Align CS, Sales, Product, and Support around shared NRR and TTV metrics
Establish operating rhythms: QBRs, pipeline reviews, and CS dashboards
You walk away with:
A working Growth Operating System your team uses every week
Clear plays for renewal, expansion, risk, and onboarding
Measurable improvements in retention, expansion pipeline, and CS efficiency
“Ready to turn CS into a measurable growth engine in 90 days?”
Fractional Chief Customer Officer Embedded Growth Partner
Fractional CCO support gives you executive-level Customer Success leadership without a full-time headcount, ideal when you need strategic direction and hands-on execution in parallel.
Executive ownership of Customer Success and NRR goals
Mentorship and upskilling for CS leaders and frontline teams
Partnership with CEO/CRO on customer strategy and key accounts
Execution of the Integrity Framework™ and Growth Operating System™
Representation of CS in board meetings and executive reviews
You walk away with:
Embedded CS leadership without a permanent hire
Faster progress on retention, expansion, and operational maturity
A stronger internal CS leadership bench for the long term
“Need executive-level CS leadership before you’re ready for a full-time CCO?”
Frequently Asked Questions (FAQ) - Common Questions:
When is the Clarity Catalyst™ the right fit?
When leadership needs fast clarity before scaling or reorienting. This 30-day diagnostic identifies the highest-impact constraints and produces a prioritized 90-day plan. Common focus areas include onboarding friction, early value definition, renewal signal gaps, and role clarity.
When is the Connected Growth Playbook™ the right fit?
When teams need strategic direction and alignment before deeper execution. This 90-day blueprint aligns the customer journey, success milestones, and operating model without overbuilding.
When is the Growth Operating System™ the right fit?
When organizations are ready to embed operating rhythms, metrics, and cross-functional alignment to improve retention and expansion predictability.
When does Fractional Chief Customer Officer support make sense?
When sustained executive ownership is needed to drive outcomes, maintain cadence, and guide execution across quarters without a full-time hire.
TESTIMONIALS
Client & Partner Voices
Proof that Customer Success done right pays off.
Strategic Leadership
“Lisa brought exceptional leadership and clarity to a complex, large-scale transition, keeping both teams and partners aligned under pressure.”
Paramita L. — Director, Digital Transformation
🟩 Result: 90-day transformation delivered on time; customer satisfaction maintained through CRM migration.
“Outstanding leadership in managing strategic relationships with global brands and consistently delivering high client satisfaction.”
Dianna T. — Senior Sales Director, Capital Markets
🟩 Result: Measurable lift in CSAT and brand trust across retail and logistics programs.
Operational Excellence
“Dependable, collaborative, and solutions-oriented, she keeps complex projects on track no matter how many moving pieces.”
Marisa M. — Supply Chain Innovation Leader
🟩 Result: Accelerated adoption timelines and seamless cross-functional delivery.
“Guided cross-functional teams with clarity, ensuring alignment and momentum throughout the project.”
Ramon G. — Principal Security Architect
🟩 Result: Compliance and SaaS alignment achieved ahead of schedule.
Customer Growth & Trust
“Continually impressed by her strategic vision and dedication to elevating customer success.”
Saaïda B. — Director, SaaS Client Relations
🟩 Result: CS re-imagined as a measurable growth engine, not a support function.
“Brings unparalleled clarity, determination, and strategic vision to every project.”
Mervin G. — Director, CX Transformation
🟩 Result: Repeatable, data-driven frameworks for enterprise value realization.
Integrity & Team Empowerment
“Reliable, proactive, and collaborative, took ownership of onboarding processes and improved stakeholder experiences.”
Shannon W. — Director, Global Services
🟩 Result: Time-to-Value reduced through optimized onboarding flow.
“Attention to detail, problem-solving under pressure, and clear communication made her the go-to person.”
Colleen T. — Senior Manager, Supply Chain Solutions
🟩 Result: Strengthened governance and customer trust through disciplined execution.
LLI Consulting
Clarity in Strategy.
Power in Execution.
Impact at Scale.
Resources / Funnel
Complimentary 30-Minute Strategic Assessment
Live 1:1 with a brief set of recommendations.
The Hidden Disconnect White Paper:
How fractured journeys and siloed ops quietly drain customer growth.
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