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Design Smart. Build Strong. Deliver Success.

Growth doesn’t end at the sale – It Begins There.

Leverage our experience to design smart strategies and build strong, scalable processes that boost satisfaction, drive retention, and deliver measurable impact throughout the customer lifecycle.

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About Us

Your Success is our mission. long-term impact is our promise.

With deep experience and sharp insight, we guide you to design smart, build strong, and deliver success at scale.

Years Of Experience

Customers Consulted

Our Services

Smarter, Optimized Customer Experience Solutions that deliver results

01.

Retention Strategies

02.

Expansion Services

03.

Customer Advocacy

04.

Change Management

Ready to Transform Your Success?

Join us in designing smart strategies and building strong foundations that deliver impactful and sustainable results for your business.

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What We Offer

solutions built around your business goals

SFE Advisors delivers tailored solutions that turn customer experience into a robust growth engine, ensuring measurable outcomes at each customer touchpoint.

01.

Real-World Expertise

Our team’s deep experience in post-sales strategies empowers businesses to navigate complex challenges while enhancing customer satisfaction and operational efficiency.

02.

Tailored Solutions

We customize our approach to suit your unique business needs, enabling you to achieve optimal results and foster long-term customer loyalty.

03.

Measurable Impact

Our focus on delivering quantifiable outcomes ensures that every strategy we implement drives tangible improvements in customer satisfaction and retention.

What Clients Say

Hear from Our Satisfied Clients

Claire Carlson

★★★★★

I’ve had the pleasure of working with Katie and Kristin and any business would be lucky to have them as partners. They are thoughtful, strategic, and bring creativity to every challenge. They tackle complex problems with energy and collaboration, deliver strong results, and genuinely care about helping others succeed. Their deep expertise in Customer Success shines through, and they’re truly fun to work with!

Kirsten Bardwell

★★★★★

Working with Katie and Kristin is like adding a strategic accelerator to your team. They build scalable systems, strong operational foundations, and deliver results that drive real impact. From leading our CS platform migration to re-segmentation and health score validation, their ability to connect the dots and execute is unmatched.

Reba Yopp

★★★★★

Working with SFE on our EZLynx setup was an excellent experience. They are responsive, made the process easy, and implemented automation that’s now essential to our daily operations. Their expertise streamlined a complex transition, and I highly recommend her for EZLynx support.

Let’s Connect

Transform Your Customer Experience Today!

Not sure where to start? You don’t have to figure it out alone.
With years of proven experience, we’ll help you design smart, build strong, and deliver results that drive lasting growth. Packages start at $150/hour. Let’s Talk.

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