Customer Success Strategy & Consulting
Your CS team is doing the work. We help make sure it works together.
From onboarding to renewals, we help SaaS and service-based teams build success strategies that reduce churn, align metrics, and scale what’s already in motion.
“What I love about Be Data Lit isn’t just their expertise and experience in building customer success—it’s their tangible passion.”
— Amy Ingram, CMO of Querri AI
Why Strategy Matters
Most companies don’t have a customer success problem—they have a strategy gap.
You’ve got the people. Maybe the platform. But nothing feels consistent. Adoption is flat, retention is shaky, and reporting is all over the place.
That’s where we come in.
We help teams turn customer success into a scalable, repeatable, and measurable function—one that earns trust, drives value, and supports long-term growth.
You don’t win by closing the deal—you win by delivering the outcome.
— Lincoln Murphy
What we Deliver
Customer Success Audit & Assessment
Find the gaps. Fix what’s blocking growth.
We take a deep look at how customer success is currently working inside your org—then map out what’s working, what’s not, and where you’re leaving value on the table.
KPI & Goal Alignment
If you can’t measure it, your team can’t deliver it.
We help you define what customer success means for your company, then build KPI frameworks that tie directly to business goals like retention, expansion, and adoption.
Lifecycle Design
Success doesn’t happen by accident.
We co-create onboarding, adoption, renewal, and expansion journeys that actually reflect how your customers behave—so your team can act before problems start.
Internal Enablement
Because strategy without execution is just a slide deck.
We equip your team with playbooks, templates, and training that make your strategy stick—across CS, sales, support, and product.
Executive Advisory
Customer success deserves a seat at the table.
We support your leadership team with CS-aligned reporting, retention metrics, and strategic planning support—so customer insights drive business decisions.
“Great customer success turns users into advocates.”
— Nick Mehta, Gainsight
Who This Is For
You’ve got the tools. You’ve got the people.
Now you need the plan that brings it all together.
This is for:
• CS leaders who inherited a team—but not a strategy
• Operations or RevOps teams looking to align CS with business outcomes
• Post-Series A or B companies building their first real success motion
• Founders trying to improve renewals and expansion before hiring more
• Teams with tools like Gainsight, HubSpot, or Tableau that aren’t being fully used
“Success isn’t support. It’s strategy”
— Diana de jesus
Not Sure If You need Fractional or Consulting Customer Success?
Whether you need leadership or a one-time strategic push, we’ll help you choose the right path.
Fractional Leadership
→ You don’t have a CS leader and need someone to drive
→ Ongoing partnership (monthly)
→ We lead your CS function as your part-time exec
Consulting & Strategy
→ You have a CS org, but it’s not aligned or delivering results
→ Project-based (short or mid-term)
→ We audit, design, and build out your success motion
Let’s build something that works.
You’ve got the team. We’ll bring the strategy.
From lifecycle design to KPI alignment, we’ll help you rebuild customer success so it actually drives retention, not just tasks.