An outside operator in your corner. Without the consulting overhead.
Low-touch, high-leverage strategic counsel from a StratX executive. Monthly working sessions, on-call between, and direct access to a 13-year SaaS operator who's been where you are. Built for CEOs, founders, COOs, and CROs who don't need execution. They need calibration.
Month-to-month · Executive-level counsel
This is built for you if…
You're a SaaS founder who runs Customer Success yourself and needs an experienced 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 strategic coverage in the gap.
You've worked with us on a Project or Fractional engagement and want to keep an experienced operator in your corner after we hand off.
What's in a typical Advisory month.
One 90-minute working session per month with a 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 compensation 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.
Four beliefs that shape every engagement.
— Kerri Martin, Founder & CEO
Post-sale is the product.
Most SaaS companies sell a future and try to deliver a feature. The post-sale function is what closes that gap, every day, for every customer. Treat it as a function of the product, not a function of the org chart.
Strategy without execution is a slide deck.
The work is the work. Frameworks help only insofar as they shorten the path from diagnosis to results. StratX is built around experienced practitioners because the gap between knowing and doing is where most consulting fails.
Clear scope respects everyone's time.
Open-ended engagements reward drift. A clear scope forces us to be precise about what we're solving and disciplined about how we get there. You know what you're paying for going in.
Independence is the point.
We don't sell software, we don't take referral fees, and we don't recommend platforms that aren't right for the company. The roadmap goes wherever the data leads.
Duration
Month-to-month, typically 6–12+ months
Format
Async + monthly working session
Pricing
Monthly retainer
Tiered by session frequency and access. No long-term commitment.
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 an experienced operator.
Low-touch, high-leverage. A 30-minute discovery call confirms fit on both sides before any commitment.