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.
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.
Four Phases. Thirty Days.
From CS audit to a fully operational customer success program, live in your stack.
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.
Playbook Design
Custom onboarding sequence, health scoring model, and QBR framework built from your product data and customer segments. No generic templates.
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.
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.
Pick Your CS Investment
Every tier includes the audit, documentation, and a 30-day check-in call.
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
The full CS engine — playbooks, tool setup, churn prediction, and expansion plays in one sprint.
- Everything in CS Playbook
- Full tool stack configuration (Gainsight / HubSpot / Custom)
- QBR framework + executive deck template
- Expansion revenue play design
- Automated churn alert system
- CSM workflow SOPs (recorded)
- 3 × team training sessions
- 30-day check-in call post-launch
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
What Could Churn Be Costing You?
Move the sliders to estimate your current revenue loss. This is an illustrative model using a sample 30% churn-reduction assumption — not a projection or a guarantee of results.
Compatibility and working principles
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.
Will this actually reduce my churn?
The systems are built to catch at-risk accounts earlier, standardize onboarding, and give your team a repeatable playbook — all of which are levers for retention. We can't promise a specific percentage, because results depend on your current churn rate, product maturity, and how consistently your team runs the playbook. What we deliver is the operational foundation that makes lower churn achievable.
How do you measure whether the program is working?
We set a baseline at the audit — your current churn rate, NPS, and onboarding time-to-value — and give you the dashboards and reporting templates to track those same metrics after launch. That way you can see the trend against your own starting point rather than against a generic benchmark.
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 — and human-delivered services often have more touchpoints to optimize than pure SaaS.
Let's Build Your CS Program
Tell us where you are. We'll tell you exactly what to build first.