CS Org Build and Acceleration

For Series A and B health tech companies that need to professionalize their Customer Success function ahead of or during a growth phase.

Typical engagements cover: systems and workflow architecture, enterprise onboarding infrastructure, cross-functional process design between Sales, CS, and Support, hiring and onboarding CS talent, and executive visibility into performance and risk.

Who this is for: Founders and operators who know CS is a growth lever but do not have the internal bandwidth or expertise to build it properly.

Build the Framework

Onboarding and implementation audit and design

360 Degree Delivery Assessment

Defining and reporting on key performance indicators

Tech stack assessment and recommendations

Increase Retention


Renewal Strategies

Customer Segmentation

Churn Reduction Strategies

Invest in People


Headcount planning and hiring

Mentorship and training Client Success leads

Compensation planning

Let’s Talk

A complimentary discovery call is available to learn about Anna’s style and assess fit. Not ready for a call? Send an email to hello@shineadvising.com