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Customer Success Workshops
Some challenges require everyone in the room. ATC’s onsite workshops bring your post-sale team together for high-impact, collaborative problem-solving. Whether you’re building your first journey map, redefining onboarding, or aligning your CS motion with revenue, we create a tailored experience to drive clarity, alignment, and immediate action. Each session is designed with your business in mind—no fluff, no one-size-fits-all content. You’ll leave with frameworks, decisions, and a concrete path forward. Perfect for GTM leaders who want strategy and execution in one high-energy session.
Fractional CCO
Need strategic CS leadership but not ready for a full-time hire? ATC provides fractional CCO support to drive your Customer Success strategy forward. We take ownership of post-sale alignment, retention planning, team performance, and cross-functional collaboration. You get senior-level thinking, tactical execution, and leadership presence—without the overhead. Ideal for companies in transition, preparing for fundraising, or scaling CS for the first time, this service fills the gap between where you are and where you’re headed. Fast traction, flexible support, and full credibility.
CSP Audit
If your CSP feels like a burden instead of a boost, it's time for an audit. ATC evaluates your current platform configuration, usage, and workflows to identify where it's falling short. We review automations, data integrity, playbook usage, and reporting setup to uncover missed opportunities and inefficiencies. You'll receive a clear plan to clean up what’s broken, streamline what’s bloated, and finally start using the tool the way it was intended. This service turns your platform from a checkbox into a performance engine.
CSP Purchasing Assessment
Choosing a Customer Success Platform is one of the biggest decisions a CS leader will make—and the wrong choice can set you back months. ATC helps you cut through the noise. We assess your current workflows, data structure, tech stack, and business goals to recommend a CSP that fits your strategy. We guide you through product comparisons, demo prep, stakeholder engagement, and final decision-making—all without vendor influence. Whether you're starting fresh or replacing your current tool, we ensure you invest in a platform that drives value from day one.
Customer Success Hiring
Hiring for Customer Success roles is different—and we know what it takes to get it right. ATC helps you define the role, write the JD, and align hiring criteria with your growth stage, customer model, and team structure. We support candidate vetting, interview planning, and final decision-making with hands-on, strategic guidance. Whether you're hiring your first CSM or your next CS leader, we make sure you're evaluating for the right mix of experience, impact, and team fit. Avoid costly missteps and bring in the right people to move your CS strategy forward.
CS Leadership Coaching & Advising
ATC offers executive-level coaching for CS leaders ready to grow, rebuild, or realign their organizations. Whether you're stepping into your first VP role or leading a team through rapid change, we provide 1:1 strategic support rooted in real-world experience. You'll receive guidance on org design, stakeholder management, team performance, and executive alignment—all with an eye toward impact. We help you sharpen your leadership presence, build operational muscle, and lead confidently in high-stakes environments. No theory. Just experienced, strategic advising to help you execute with clarity and deliver results.
ATC’s Customer Success Audit provides a deep, diagnostic look into your entire post-sale operation. We evaluate your org design, customer journey, engagement model, metrics, playbooks, and tooling to identify gaps, misalignments, and missed opportunities. Through interviews and analysis, we uncover what’s working, what’s not, and what’s next. You’ll receive a prioritized roadmap with actionable steps that strengthen your team, streamline your strategy, and position you to scale. Perfect for early-stage teams needing structure or mature orgs preparing for optimization, this audit gives you clarity, direction, and confidence.
The ATC 4 Pillars
of CS Success
At ATC Advisory, our strategy is built around four core pillars that drive post-sale growth: Engage, Educate, Enable, and Empower. These pillars aren’t just principles—they’re how we help SaaS companies build meaningful customer relationships, operationalize success, and drive long-term revenue. From first interaction to ongoing expansion, each pillar plays a critical role in creating a Customer Success motion that’s both scalable and impactful.
Engage
Create intentional, trust-driven connections with your customers. Engagement isn’t about check-ins—it’s about showing up with purpose, understanding their goals, and aligning your efforts to drive meaningful outcomes.
Educate
Equip your customers with the knowledge, insights, and best practices they need to adopt your product and achieve success. A well-informed customer is an empowered, confident, and loyal one.
Enable
Give your customers and your team the tools, workflows, and playbooks needed to succeed. Enablement turns strategy into execution and ensures your Customer Success efforts are scalable and repeatable.
Empower
Foster confidence and independence in both your customers and your team. Empowered stakeholders take ownership, advocate internally, and become the driving force behind long-term value and retention.
Explore How We Can Help
At ATC Advisory, we offer strategic services designed to help SaaS companies drive retention, scale Customer Success, and grow revenue after the deal is done. Whether you're building from scratch or optimizing what already exists, our offerings are tailored to meet you where you are, and more importantly take you where you want to go.
Our Valued Partners
