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.

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.

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 closely with Katie and Kristin, and I can confidently say they are the kind of partners any business would be lucky to have. They’re thoughtful, strategic, and bring a creative lens to every challenge. Whether it’s solving complex problems or brainstorming new ideas, they approach their work with energy, innovation, and a true sense of collaboration. What really sets them apart is how FUN they are to work with! They don’t just deliver solutions; they genuinely care about growth, results, and helping others succeed. They understand the Customer Success space inside and out, and they bring that depth of knowledge to everything they do.

Kirsten Bardwell

Working with Katie and Kristin is like adding a strategic accelerator to your team. They design thoughtful, scalable systems, build strong operational foundations, and consistently deliver results that drive meaningful change. They worked with me on a full customer success platform migration, helped strategize client resegmentation, and validated our customer health scoring to better detect risk and improve retention. Their ability to connect the dots and get things done is unmatched.

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.

Scroll to Top