Four ways in, and they're different shapes rather than different sizes. Read the framework first if you haven't. It's free, it's the whole method, and it'll tell you which of these you actually need.
The Build
Two days, ten teams, one machine
Measure the latent revenue sitting in your customer base, then build the system that collects it. Ownership gets assigned before anyone flies home.
You leave with your latent revenue number, your expansion inventory, a strategic unbundling decision, a milestone map, and an orchestration playbook with a name at the top of it.
Teams rather than individuals, and it isn't open to the public. You can't buy entry until you've been vouched for. How the vouch works.
Private Training
Built around your motion
No generic playbook. Training built on your customers, your motion, and the specific gaps stopping your team from capturing what's already on the table.
If your team talks to paying customers and is responsible for what those customers do next, this is for them.
Consulting
Fractional, project, or board-level
I named and popularized Customer Success as a discipline starting in 2010, and I was the first to connect it explicitly to expansion revenue and lifetime value. Fifteen years of applying that across every vertical and model is most of what you're buying. The frameworks are the rest.
Format depends on what the situation actually needs, so it starts with a conversation rather than a package.
Agentic Systems
The motion runs itself
Workflows that watch for readiness signals, surface the right customer to the right person at the right moment, and run the play without waiting for anyone to remember.
Built in partnership with Extensible Agents, co-founded with Lewis Thompson.
Start With A Conversation
Tell me what your expansion motion looks like now and where it's breaking down. We'll work out whether any of this is a fit, and which one.