Get Started
Success Maxxing
Success Maxxing
🚀 ONBOARDING
📈 ENGAGEMENT
🤖 CS AUTOMATION
🔄 RETENTION
📊 DASHBOARDS
🤝 REFERRALS
🧠 AI CONSULTATION

Customer success,
without the
management

Onboarding, engagement, reporting, and referrals. Done properly, once.

sendGet started
workspace_premium 80% churn
reduction
workspace_premium 2 weeks
time to value
workspace_premium 25% MRR
growth
workspace_premium Reduced team
size
★★★★★5 / 5average client rating
★★★★★CEOContent Agency
★★★★★CEOLead Gen Agency
★★★★★COOEdTech Startup
★★★★★CEOAdTech Company
★★★★★Co-FounderEcommerce Startup

The output of a whole CS department, without the headcount.

Six things I take off your plate: onboarding, engagement, reporting, retention, referrals, and AI consultation. We start with whichever one is costing you the most right now.

Onboarding

Action-focused onboarding where the only thing that counts is whether a user did something inside the product on day one.

ONBOARDING JOURNEYS

Engagement

Quarterly data reviews in the style of Spotify Wrapped, personalised to each account and wired to your brand.

WRAPPED CAMPAIGNS

Reporting

A live CS dashboard that joins product usage, CRM, and billing into one view that updates in real time. The accounts that need attention surface themselves.

LIVE DASHBOARDS

Retention

Personalised account engagements that go well past the "you haven't logged in for a while" email.

RETENTION PLAYS

Referral

A referral programme that issues codes, applies credits, and lands rewards on its own.

REFERRAL PROGRAMMES

AI consultation

Want to make the most of AI without turning your company into an AI-slop generator? We got you.

AI OPS
Stripe trigger
Attio · Create contact
Resend · Intake email
Supabase · Awaiting intake
Resend · 48h nudge
Stripe trigger
Supabase · Validate code
Attio · Log referral
Stripe · Apply credit
Resend · Reward email

Success.Automated.

Scheduled · Quarter-end
Supabase · Populate review
Attio · Review-ready
Resend · Login prompt
Resend · NPS (wait)
Stripe · Payment failed
Attio · Tag failed
Stripe · Payment link
Resend · Recovery
Supabase · Track recovery

Problem? Solved.

Each of these is a real engagement. Have a look at what we could build for you.

Case study/Onboarding

Tailor-made onboardings

event: user.onboarded ✓

01
Wireframing

Customised to your company

  • Discovery workshops > wireframes > feedback > custom onboarding shipped.

  • No two onboardings are the same.

02
Behaviour design

Gamification + personalisation

  • Light-touch loops (progress, unlocks, streaks) sit alongside data-driven personalisation to drive completion rates.

03
web app

Custom onboarding built directly into your app

  • We think know everyone is bored of the generic tour. The standard Intercom onboarding gets clicked through in ten seconds and never opened again.

  • Each milestone is tied to a specific action inside the product. The badge unlocks when the work is done.

Everything
documented.

{Client}
Aristotle
💬 Threads
🎧 Huddles
Channels
# general
# team
# workflow-docs
# growth
🔒 clients
Direct messages
Socrates
Plato
Aristotle
Descartes
# workflow-docs
Ask the bot anything about how our workflows work
👥 6
🔍
⋯
SOC
Socrates9:04 AM
When a new account subscribes, how does the referral reward get paid out without anyone touching it?

The moment Stripe fires a new subscription event, the workflow reads the referral code from the customer metadata and validates it against Supabase in real time, confirming the referring account is active and the code is legitimate.

From there it writes the converted account's name to the referrer's Attio record, applies a balance credit directly to their next Stripe invoice, and sends them a confirmation email naming exactly what they earned and when it lands.

🔥 4🤯 2
AR
Aristotle9:17 AM
Walk me through what happens at end of quarter, from the review page going live to the NPS score coming in.

On the last working day of the quarter, a scheduled Supabase trigger queries every active account live for more than 30 days, pulls their usage data, and writes it into their review template so the page is fully populated before they ever log in.

A login prompt goes out via Resend with a single headline stat as the subject line. Three days later, a Wait node releases the NPS survey, timed so the score reflects how they feel at their best.

🚀 5💯 3
PL
Plato9:31 AM
If a payment fails, how fast does the recovery sequence kick in?

The Stripe payment failure trigger fires instantly. The workflow tags the account in Attio, generates a one-click Stripe payment link for the exact outstanding invoice, and sends a recovery email with the failure reason in the first sentence and the payment link in the second. The whole sequence completes in under 60 seconds.

😮 4👏 3
➤

Founders love success maxxing

CF
Co-Founder
Ecommerce Startup

"He's taken on customer success automation, revenue operations, and sales workflows; helped us manage 100s of client relationships and has exceeded expectations in every way. From my experience, he's a person who can take everything off your plate."

MRR INCREASED BY 25%
★ ★ ★ ★ ★
5/ 5
Average client rating

12+ engagements delivered on scope, on time.

CE
CEO
Content Agency

"Exceptional at what he does especially on attention to detail and patience with ambiguous direction. I'd suggest booking an intro call to see his approach in real time as he's 100% out the gate."

12 → 36 CUSTOMERS / MO
CE
CEO
Lead Gen Agency

"Absolute pleasure to work with. With little input and instructions he provides excellent, high quality automation work. He's also great to deal with as a person."

CHURN REDUCED BY 80%
CO
COO
EdTech Startup

"Awesome work building our customer onboarding + support automation, best of the best when it comes to customer success. Definitely going to work together again."

SUPPORT TEAM 5 → 2
CE
CEO
AdTech Company

"Pleasure to work with. His vast knowledge and expertise in automation helped us a lot. Highly recommended for all GTM infrastructure work."

TIME TO VALUE: 8 → 2 WKS
→
Your turn next.
Onboarding, engagement, reporting, referrals. Done properly, once.
Book intro call→

Ready when you are.

sendGet started