An outside operator in your corner. Without the consulting overhead.
Low-touch, high-leverage strategic counsel from a senior StratX executive. Monthly working sessions, on-call between, and direct access to a 20-year SaaS operator who's been where you are. Built for founders, CROs, and COOs who don't need execution. They need calibration.
Month-to-month · Senior operator only
This is built for you if…
You're a SaaS founder who runs Customer Success yourself and needs a senior operator to think with. Not a coach, not a board member, an operator.
You're a CRO whose Customer Success function rolls up to you and you need an outside read on whether your VP and your strategy are right.
You're a COO with operational instincts but limited post-sale-specific reps, and you want a thinking partner with that domain depth.
You're between hires (your Customer Success leader just left, or you're months away from the next one) and you need senior strategic coverage in the gap.
You've worked with us on a Project or Fractional engagement and want to keep a senior operator in your corner after we hand off.
What's in a typical Advisory month.
One 90-minute working session per month with a senior StratX executive
Slack / email access between sessions, usually same-day responses on tactical questions
Quarterly review of your post-sale KPIs and what they're telling you
Direct access to review board materials, investor updates, and Customer Success hire candidates
On-call for major incidents: a churned strategic account, a comp blow-up, a renewal crisis
Optional: facilitation of one annual offsite or planning session
How an Advisory relationship runs.
- 01
Onboarding
One 90-minute intake session covering your business, your KPIs, your near-term decisions. We'll surface the 2–3 areas where we can add the most value.
- 02
Monthly Cadence
One scheduled 90-minute working session per month, set in advance. Agenda is whatever you bring, usually a mix of strategic and tactical.
- 03
Between Sessions
Slack and email access. You send a question or a draft, you get a thoughtful response, usually within the day, often within the hour.
- 04
Quarterly Reset
Every 90 days we step back to look at trajectory: what's working, what isn't, what we should focus on next.
Duration
Month-to-month, typically 6–12+ months
Format
Async + monthly working session
FAQs.
Fractional Leadership is hands-on: embedded in your team, running the function. Advisory is hands-off: strategic counsel, calibration, and on-call support, without execution responsibility. Advisory typically runs 4–8 hours of contact per month. Fractional is 30–50.
Calibrate with a senior operator.
Low-touch, high-leverage. A 30-minute discovery call confirms fit on both sides before any commitment.