Sage Solutions

Whether you need to diagnose retention challenges, design customer success frameworks, or embed executive leadership, we deliver practical, human-centered solutions that drive measurable growth.

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Solving Customer Success Problems

At Sage CS Advisory, we help companies turn post-sale complexity into clarity and retention into a measurable growth engine. Our work is built around one goal: empowering leaders to drive sustainable growth through practical systems, empowered teams, and data-driven decisions.

Our Offerings

Retention Strategy & Diagnostics
Systems & Operations Optimization
Customer Journey Design & Experience Mapping
Executive Leadership As-a-Service
Talent Architecture & Enablement
Executive Coaching As-a-Service
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Uncover Root Causes, Design Clear Strategies

Retention Strategy & Diagnostics

We uncover the root causes behind retention challenges and design clear, actionable strategies to solution them.

Includes:

  • Retention diagnostics

  • Key driver analysis

  • Mitigation planning for short- and long-term impact


    What this means for you:

    You gain clarity on what's working, what's at risk, and where to focus for the greatest return on effort, turning retention from reactive firefighting into proactive growth.

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Create Intentional, Cohesive Customer Experiences

Customer Journey Design & Experience Mapping

We map and refine the full customer journey, from onboarding to advocacy, ensuring every touchpoint drives loyalty and value.

Includes:

  • Journey mapping

  • NPS strategy

  • Voice of the Customer programs

  • Win/Loss analysis

  • Customer Advisory Board creation


    What this means for you:

    You create a customer experience that feels intentional, cohesive, and human, designed to deliver measurable outcomes and deepen trust at every stage.

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Build the Right Team Structure to Scale

Talent Architecture & Enablement

We help you build the right team structure, skills, and leadership to deliver on your customer promise.

Includes:

  • Competency to role mapping

  • Talent profiles

  • Hiring & enablement plans

  • Career pathing & coaching guides


    What this means for you:

    You get the right people in the right roles, operating with shared goals and clear accountability, so your post-sale organization can scale efficiently.

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Align Technology With Strategy

Systems & Operations Optimization

We align technology with strategy, optimizing the systems that power customer success and renewals.

Includes:

  • Tech stack assessments

  • Tool migration planning & execution

  • System specific playbooks

  • Integration recommendations across post-sales tools & systems


    What this means for you:

    Your systems finally work for you, not against you, creating visibility, eliminating redundancy, and enabling confident forecasting.

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Seasoned Operators, On Demand

Executive Leadership As-a-Service

We embed seasoned operators into your business to accelerate change and elevate outcomes, without the overhead of a full-time hire.

Includes:

  • Executive Leadership: CCO, COO, SVP/VP post-sale roles

  • Functional Leadership: Advocacy, Customer Marketing/Digital Engagement, Customer Operations, Renewals

  • Transformational Leadership: Pre and Post M&A, Succession planning, Systems migration


    What this means for you:

    You get experienced leadership and proven frameworks on demand, helping your teams execute faster, smarter, and with greater confidence.

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Develop Your Next Generation of Leaders

Executive Coaching As-a-Service

We provide targeted executive coaching to develop high-potential employees and emerging leaders.

Includes:

  • Coaching for HiPo employees, interim leaders, career progression leaders, and functional transition leaders


    What this means for you:

    Your team develops the skills and confidence to lead effectively, creating a pipeline of strong leaders who can scale with your business.

  • They drive immediate impact in the field

    Partnering with Alexis and Tess on multiple engagements, I've witnessed firsthand their ability to deliver improved retention & expansion growth at B2B Tech companies. They stay on the leading edge of best practices, while being practical in recommendations to meet companies where they are today. Their operational expertise is unmatched, as they build the process, playbooks, and infrastructure into your existing GTM systems to drive immediate impact in the field.

    — Cody Davis

    Managing Partner, Interlock Commercial Partners

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    Scalability, Unmatched

    The scalability of the Sage CS Framework is unmatched, I’ve achieved success with this model at companies ranging from $250M to $2B ARR.

    — Rick Hanson
    President GTM, Forcepoint

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    Reshaping teams

    When I partnered with Alexis and Tess, I was in awe of how naturally they complemented each other. And I’ve seen firsthand how they can reshape a team. They took an extremely (and needlessly) complex renewals process and built something far more scalable and efficient

    — Lisa McEachern
    Director of Renewals

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    Natural & Effective Coaching

    Alexis is such a natural and effective coach, she has always helped me maintain perspective through pivots and setbacks during my career. She has really helped me grow personally and professionally.

    — Ale Smith-Treviño
    Manager, Deloitte

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    Scalable, real-world solutions

    I had the pleasure of working with Tess on complex, cross-functional projects, where her ability to turn strategy into scalable, real-world solutions truly stood out. She combines operational excellence with strong product and UX intuition, always grounding her decisions in both business goals and technological realities. Together, we built strategies and concrete solutions that addressed complex product requirements and delivered measurable impact. Tess is a thoughtful, collaborative partner who elevates every team she’s part of. I highly recommend working with her.

    — Inbal Berkovitz
    Head of UX

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    Unmatched Strategy

    I’ve worked with Alexis on multiple consulting engagements, her ability to diagnose retention challenges, and design a strategy for sustainable growth is unmatched.

    — Amanda Swartz
    Chief Marketing Officer, Cascade Services

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    Empathy & Tactical Precision

    Alexis possesses a rare combination of empathy and tactical precision. We worked closely to design and launch a 'Red Accounts' program that completely transformed how we handle at-risk customers. Her ability to de-escalate tense situations and turn them into retention opportunities is unmatched. Whether she is soliciting critical product input or navigating a crisis, Alexis approaches every challenge with a calm, solution-oriented mindset.

    — Alex Horan
    VP of Products, Onapsis

  • Bridge the gap between product & customer success

    Product and Customer Success has been a career highligh

    Partnering with Alexis to bridge the gap between Product and Customer Success has been a career highlight. Together, we tackled massive initiatives, most notably launching the Customer Advisory Board from the ground up. Alexis has an incredible ability to operationalize feedback loops, ensuring the customer voice isn't just heard but acted upon. If you are looking for a leader who can drive cross-functional alignment and execute on high-level strategy, Alexis is the one.

    — Anonymous
    Cyber Security leader

Our Engagement Approach

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    Diagnose

    Performance relative to our proprietary CS framework

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    Design

    Actionable solutions using our best-practice framework

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    Deliver

    Practical solutions that drive measurable growth

Let’s Discuss how we can help

Schedule a discovery call to explore how Sage CS Advisory can help your organization drive retention and growth.

Schedule a Discovery Call