Transforming Experience

Your Growth, Our Expertise – CS Strategies that deliver

Whether you need high-level strategy or hands-on execution, SFE Advisors has you covered. Our fractional Customer Success consulting flexes with your needs—whether that’s digital-scale programs, high-touch engagements, or anything in between. From optimizing post-sales operations to configuring your tech stack, we bring deep expertise in tools like Totango, Catalyst, Salesforce, HubSpot, ChiliPiper, and Slack—delivering impact where it matters most.

Explore the niche areas we specialize in below – or Click here to learn more and find out how we can help. Packages start at $150/hour. Let’s talk.

Business professionals discussing financial graphs and charts in an office setting.

01.

Retention Strategies

Our Retention Strategies are designed to keep your customers engaged and your business growing. From tailored renewal frameworks to proactive risk mitigation processes, we help you identify early warning signs and reduce churn at scale. By combining proven best practices with actionable, data-driven insights, we drive long-term customer value and sustainable success. Let us help you design smart, build strong, and deliver results that matter.

Click here to get started today!

02.

Expansion Services

Our Expansion Services are designed to help you turn your customers’ success into a powerful growth engine. We parter with you to uncover new revenue opportunities, design and optimize account management strategies, and implement scalable upsell and cross-sell motions. By aligning customer value with business goals, we drive meaningful expansion, deepen customer relationships, and fuel smarter, more sustainable growth.

Click here to get started today!

03.

Customer Advocacy

Our Customer Advocacy program helps you understand customer sentiment and take meaningful action. We partner with you to build programs that turn satisfied customers into loyal advocates and proactively address concerns before they lead to churn. By leveraging real feedback, highlighting success stories, and creating advocacy opportunities, we boost band loyalty, elevate customer engagement, and expand your influence through the voice of your customers.

Click here to get started today!

04.

Change Management

Change is hard – but it doesn’t have to be. Our Change Management program helps your team understand the “why” behind the shift, see what’s in it for them, and embrace new ways of working. We partner with you to build thoughtful, people-first strategies that minimize disruption, increase adoption and ensure a smooth transition. Whether you’re rolling out new tools, processes, or post-sales operations, we help turn change into momentum.

Click here to get started today!

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.

Get Started