Transforming Experience

Your Growth, Our Expertise – CS Strategies that deliver

Whether you’re looking for high-level strategy or hands-on execution, SFE Advisors delivers. Our fractional Customer Success consulting services adapt to your business—supporting everything from digital-scale CS programs to high-touch customer engagement and everything in between.

We help you streamline post-sales operations, drive customer retention, and scale efficiently by configuring and optimizing your Customer Success tech stack. Our team brings deep experience with industry-leading tools like Totango, Catalyst, Salesforce, HubSpot, ChiliPiper, and Slack, ensuring we create real impact where it matters most.

Explore our specialized service areas below—or
Not sure what kind of support you need? Click here to view our starter packages and find the best fit for your goals.

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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.

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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.

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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.

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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.

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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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