Find out exactly where your post-sale engine is leaking revenue in 3 weeks.
A fixed-scope diagnostic of your Customer Success, Implementation, and Operations function. You walk away with a scored maturity report, a prioritized 90-day roadmap, and a clear business case for what to fix first, whether you work with us further or not.
Fixed fee · 3–4 weeks · No retainer commitment · Senior-led delivery
You already know something's off. The Health Check tells you exactly what.
By the time most SaaS leaders call us, the symptoms are obvious: GRR is slipping, expansion has stalled, onboarding takes too long, the CS team is busy but not effective, and renewal conversations feel like surprises. What's harder to see is why, and which problem to fix first.
You don't need another framework deck. You need a clear-eyed outside read on your post-sale function, scored against what works at companies like yours, with a ranked list of what to fix and what it's worth.
This is built for you if…
You're a SaaS founder or CEO between $2M and $30M ARR who can't tell whether your retention problem is a CS problem, a product problem, or an onboarding problem.
You're a CRO or VP of Revenue whose post-sale numbers (NRR, GRR, expansion rate, churn timing) aren't where they should be, but the team is heads-down and you don't have time to diagnose it yourself.
You're a COO or Head of Operations inheriting a CS or Implementation function that grew organically and now needs structure before it can scale.
You're a Recently funded and your investors are asking sharper questions about retention and unit economics than your current reporting can answer.
You're a Hiring a VP of CS or CCO and you want a clean diagnostic so the new hire walks into a defined problem, not a guessing game.
If you have fewer than $1M in ARR or no post-sale function yet, this isn't the right engagement. book a discovery call instead and we'll point you in the right direction.
What we actually do in 3 weeks.
The Health Check is fixed-scope and senior-led. No junior analysts. No “we'll customize the deliverables in week one.” Here's exactly what you get.
Week 1
Discovery
- 6–10 stakeholder interviews: you, your CS/Implementation leadership, 2–3 reps, sales counterparts
- Review of your CRM, CS platform (Gainsight, ChurnZero, Planhat, Vitally, HubSpot, Salesforce), and reporting
- Cohort analysis of your last 12 months of onboarding, renewals, and churn
- Customer journey and account-ownership mapping
Week 2
Diagnosis
- Maturity scoring against the StratX Post-Sale Operating Model across 8 dimensions: Segmentation, Onboarding, Adoption, Health & Risk, Expansion, Renewals, Tech & Data, Team & Comp
- Benchmark comparison against peer SaaS companies at your stage and ACV band
- Root-cause analysis of the top 3 revenue leaks we've identified
Week 3
Roadmap & Readout
- Prioritized 90-day roadmap with owner, effort, and expected impact for each initiative
- Business case quantifying the revenue at stake, typically GRR/NRR uplift potential
- 90-minute executive readout with you and your leadership team
- All deliverables in a single board-ready document
What you walk away with.
The Post-Sale Maturity Report
A scored, benchmarked diagnostic across 8 operating dimensions, with the 3 biggest revenue leaks called out by name.
The 90-Day Roadmap
A prioritized initiative list with owner, effort, dependencies, and expected revenue impact. Built so your team can execute it without us.
The Business Case
Quantified GRR/NRR uplift potential tied to each initiative, in a format you can take straight to your board or executive team.
The Executive Readout
A 90-minute working session with you and your leadership to walk through findings and align on next moves.
Everything is delivered in a single document, formatted for both leadership review and board-level presentation. It's yours to keep and act on with or without us.
Four steps. Low burden on your team.
- 01
Discovery Call
30 min · free
We confirm fit, walk through your situation, and agree on scope. If it's not the right time or you'd be better served by something else, we'll tell you.
- 02
Kickoff
Week 0
Contract signed, kickoff scheduled, stakeholder list and data access confirmed. You spend roughly 90 minutes on prep. We do the rest.
- 03
The Engagement
Weeks 1–3
Discovery, diagnosis, and roadmap in parallel. Your time commitment is typically 4–6 hours total across the three weeks. Your team's is 1–2 hours each.
- 04
Readout & Handoff
End of Week 3
90-minute executive readout, all deliverables handed over, and a recommendation on whether and how to continue working together. No pressure either way.
Pricing.
Fixed fee · Fixed scope · Fixed timeline
Engagements over 50 employees or with multiple product lines are scoped at $10,000–$12,500. We'll confirm pricing on the discovery call before any commitment.
Why we price this way
Most consulting diagnostics are priced by the hour, which incentivizes the wrong things. Ours is fixed because the deliverable is the same regardless of how long it takes us. You know the cost going in, we own the timeline, and we eat the risk if it takes longer than expected.
What the Health Check isn't.
A few honest disclaimers, because not every engagement is a fit:
It's not a sales pitch in disguise.
~40% of Health Check clients don't engage StratX further. They take the roadmap and execute internally. That's a successful outcome for us.
It's not a 50-page slide deck.
You're getting a tight, actionable document, not a McKinsey-style binder you'll never open again.
It's not implementation.
We diagnose, prioritize, and quantify. If you want us to build and run the fixes, that's a separate engagement (Project, Fractional Leadership, or Managed Services).
It's not for everyone.
If you're pre-revenue, pre-PMF, or under $1M ARR, the Health Check is overkill. Book a discovery call and we'll point you to a better-fit resource.
“We thought we had a churn problem. The StratX Health Check showed us we had an onboarding problem, and gave us the 90-day plan to fix it. Three months later our GRR was up 11 points. The diagnostic paid for itself in the first week of execution.”
FAQs.
Two big differences. First, we're independent: we don't sell software, so the roadmap doesn't conveniently recommend buying Gainsight or ChurnZero unless you actually need it. Second, we're practitioners, not auditors. The people running your Health Check have personally built and led CS, Implementation, and Operations functions at growth-stage SaaS companies. The recommendations are operating recommendations, not theoretical ones.
Stop guessing where the revenue is leaking.
Three weeks from now, you'll know exactly what's broken, what to fix first, and what it's worth.