Advisory Services

Client Success, By Design.

Fieldhouse helps organizations strengthen renewals, reduce risk, and improve the client experience by building the operating systems that support consistent, proactive Client Success.

Our approach is hands-on, structured, and built to embed real change.

Diagnose

4–6 weeks

We assess how Client Success operates today—where work is happening, where breakdowns occur, and what is needed to support proactive, sustainable performance.

INCLUDES

Renewals & Expansion – Assessment of renewal performance, processes, pricing approach, and cross-sell/upsell opportunities.
Risk Management – Evaluation of health scoring, risk identification methods, and escalation paths.
Client Experience – Review of lifecycle touchpoints, workflows, and delivery consistency.
Visibility & Metrics – Examination of reporting, KPIs, and forecast accuracy (including CARR → ARR clarity).
Tools, Roles & Data – Review of current systems, handoffs, and reporting structure.
Stakeholder Insights – Interviews, workflow mapping, and operational pain-point analysis.

Deliverable: A concise assessment of strengths, gaps, and opportunities—mapped to business outcomes such as renewal rate, expansion potential, efficiency, and client satisfaction (NPS/CSAT)—plus a prioritized roadmap with recommended KPIs and immediate, mid-term, and long-term action steps.

DESIGN

2–3 months

We build the operating model that makes Client Success consistent, proactive, and predictable—aligned workflows, playbooks, dashboards, and engagement strategies that support renewals, expansion, and strong partnerships.

INCLUDES

Renewals & Expansion Design

Renewal playbooks, forecasting approach, and pricing/discount guardrails
Cross-sell/upsell workflows and opportunity identification
CARR → ARR reporting clarity

Risk & Client Health Frameworks

Health scoring models with weighted indicators
Risk identification, escalation paths, and mitigation workflows

Client Lifecycle & Delivery Workflows

Engagement cadence and meeting rhythms
Touchpoint consistency, segmentation, and tiering
Success planning and strategic account planning frameworks

Visibility & Metrics Infrastructure

KPI dashboards and reporting models
Pipeline, renewal, and risk visibility systems
Templates, scripts, trackers, and team toolkits

Deliverable: A tailored Client Success operating model your team can use immediately and confidently—equipping them with clear workflows, playbooks, and metrics that drive retention and expansion.

Operationalize

3–6 months

We support rollout, adoption, refinement, and leadership enablement so the work sticks, scales and drives measurable outcomes.

INCLUDES

Leadership alignment + enablement to reinforce new workflows, renewal motions, and risk practices
Manager + IC coaching on execution, accountability, and consistent renewal/expansion conversations
Dashboard iteration + forecasting (CARR → ARR visibility, renewal/expansion pipeline tracking)
Pilot testing + feedback loops to validate playbooks, health scoring, and client lifecycle workflows
Scaling plan + long-term success tracking across renewals, expansion, client risk, and team efficiency

Deliverable: Confident execution and long-term operational stability—supported by clear ownership, repeatable behaviors, and visibility into renewals, expansion, and risk.