Mini Strategic Initiative Package

Turn Your Post Sales Ideas into measurable business outcomes – Fast!

The Mini Initiative Package from SFE Advisors offers a rapid, high-impact engagement designed to propel your team from strategy to execution. With over 14 years of combined hands-on Totango experience (as former employees, customers, and trusted advisors) our team brings unparalleled expertise to the table. This package empowers your organization to achieve measurable growth through actionable, expert-driven customer success initiatives.

Foundation

We build strong foundations by aligning strategy, systems, and execution—making growth not just possible, but repeatable. Speaking from experience, our customers have seen at least $1.5M in retained revenue when done right.

Adoption

When customers consistently realize value, they stay longer, expand faster, and drive growth. Speaking from experience, a data-backed, segmented adoption program can boost license and feature use by 30%.

Growth

Sustained growth takes more than a great product—it’s fueled by CSMs and systems that scale success. Speaking from experience, our proven process uncovered 100+ CS-qualified opportunities, generating $2M in revenue.

Advocacy

At SFE, we see advocacy as the outcome of making customers feel seen, supported, and successful. Speaking from experience, timely voice of the customer efforts have generated 200+ G2 reviews and 50+ product requests annually.

Renewal

Renewals reflect strong systems, clear strategy, and earned trust. Speaking from experience, our multi-prong approach achieved a 99% on-time renewal rate.


Here’s what’s Included:

  • Define your initiative process with clarity and purpose
  • Build SuccessPlays packed with clear actions and next steps
  • Assign tasks and ownership to keep momentum moving
  • Add precise metrics for real-time tracking
  • Train your team on exactly when and how to execute
  • Enable outcome tracking with powerful reports and segments



Pricing starts at $999

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