SERVICES / RELATIONSHIP FLOOR
RELATIONSHIP FLOOR

ACCOUNT MANAGEMENT.

Operators who own a book of your customers. Drive renewals. Lead expansion. Spot churn before it ships. The third floor in your revenue stack.

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THE STACK

Three floors. One revenue engine.

Pipeline gets filled. Deals get closed. Accounts get grown. Most teams have one of these. We run all three.

01
Pipeline Generation

High-volume outbound. Cold call led, multi-channel. SDRs hitting the phones at US scale. Top of funnel filled, every business day.

SEE FLOOR 1 →
02
Inside Sales

Skilled closers running the deal cycle. Discovery, demo, negotiation, signature. The meeting hits the calendar, the Operator carries it through to MRR.

SEE FLOOR 2 →
03
Account Management

The relationship floor. Operators own a named book. Renewals, expansion, QBRs, at-risk recovery. Net Revenue Retention is the scoreboard.

YOU ARE HERE

START WITH ONE OPERATOR.   Most clients start with a single Operator on their top 25 accounts. As the book grows, the floor scales. One becomes three. Three becomes a full relationship team. The motion stays consistent because the playbook does not change.

THE ALTERNATIVES FAIL

What is broken about the other options.

ASSIGNED-BY-DEFAULT CSM
200 accounts, zero contact.

One CSM, two hundred logos, no real cadence. Nobody calls until a ticket spikes. Renewals come up in the last two weeks and half the book churns silent.

SUPPORT IN A DIFFERENT JERSEY
Ticket-taker with a new title.

Reactive posture, no expansion play, no QBR rhythm. Customers stay because nothing breaks, not because anyone built the relationship.

FOUNDER ON RENEWAL CALLS
You close every renewal yourself.

You hate it. You delay it. Renewals turn into discount conversations because nobody built the case for value over the last twelve months.

WHAT IS ON THE FLOOR

Six things, every account.

One Operator. One named book. One playbook. The list below is what lands the day the seat goes live.

01
Dedicated Operator, named book

One Operator on your accounts, full-time, every business day. 160 hours per month. Not a shared queue. Not a pool. A named human owning a named list of customers with weekly touch targets and quarterly review obligations.

02
Weekly account cadence

Every account in the book gets a touch every week. Phone, email, Slack, whatever the customer prefers. Blount activity discipline applied to retention. The relationship is built between calls, not on the renewal call.

03
Quarterly Business Reviews

Full Gap Selling discovery on every strategic account. Current state, future state, business gap, and the cost of staying still. QBRs run quarterly, slides built by the Operator, you sit in or the Operator runs them solo.

04
Renewal motion (90 / 60 / 30)

Renewal track triggered 90 days before contract end. Health review at 60. Terms and signature path at 30. Renewals stop being a fire drill. Negotiation and signature stay with you. The Operator builds the case.

05
Expansion plays

Cross-sell, upsell, seat expansion. The Operator surfaces the opportunity from QBR signal and product usage data, builds the business case, and tees up the conversation. You close. Expansion MRR is tracked monthly and tagged to the Operator.

06
At-risk early warning

Usage drop. Sentiment shift. Decision-maker change. License underutilization. The Operator flags any account showing churn signal inside seven days and triggers the recovery play. Hormozi rule: keeping a customer compounds faster than winning a new one.

WHAT WE MEASURE
NRRNet Revenue Retention. Target 110 plus. The compounding revenue lever. Reported monthly, scored quarterly.
GRRGross Revenue Retention. Target 92 plus. Tracks pure retention before expansion. The honesty metric.
RENEWAL %Logo retention against the renewal window. Target 95 plus. Bucketed by ARR tier.
EXPANSION MRRNew revenue from existing accounts, attributed to the Operator running the play. Tracked monthly.
AT-RISK RECOVEREDPercent of flagged accounts pulled back into healthy inside 60 days. The Operator earns their seat on this one.

Five numbers, one dashboard. If any of them drift two months in a row, we open a root-cause review with you on the Friday call.

HOW WE DELIVER

Four steps. Ten business days.

DISCOVERY

Sixty-minute kickoff with Justin, Yolande, and your revenue lead. We pull your top 50 accounts, map renewal dates for the next 12 months, mark expansion candidates, capture your QBR template (or build one), and lock the cadence rules. You hand over CRM access, product usage data feed, and three existing account-plan examples.

BUILD

Ten business days to live. Account book carved and named. Operator trained on your ICP, product, pricing, and competitive posture. QBR slide template loaded. Renewal calendar wired into your CRM with 90 / 60 / 30 triggers. Expansion play library built from your existing customer wins.

LAUNCH

Day one the Operator runs intro calls with the top 10 accounts. QBR calendar published. Any account inside 90 days of renewal goes on the renewal track immediately. You get a Slack channel with Yolande, Justin, and the Operator for live escalations and expansion signals.

OPTIMIZE

Weekly book review every Friday. Renewal pipeline run rate, expansion pipeline movement, at-risk count, QBR completion. Monthly NRR scorecard. Quarterly book rebalance. Every lost account gets a 7-day post-mortem and the playbook updates that same week.

A DAY ON THE FLOOR

What the Operator is actually doing.

Three blocks, US-aligned. Account management is relationship work. The day is built around customer call windows, not queue triage.

AM
8am to 11am SAST
2am to 5am EST

Account hygiene block. CRM updates from yesterday written into HubSpot or Salesforce. Renewal pipeline reviewed. Top 5 at-risk accounts pulled from product usage data and flagged in your Slack channel before US customers wake. QBR prep for the week's scheduled calls.

MID
1pm to 5pm SAST
7am to 11am EST

US Eastern call window. The Operator is on the phone, not on the keyboard. Live customer calls. QBR delivery. Renewal conversations. Expansion plays. Every call gets logged to CRM with next-action timestamps before the Operator hangs up.

PM
5pm to 8pm SAST
11am to 2pm EST

US Pacific call window. Final renewal touches. Daily report compiled. NRR run rate, renewals in motion, expansion pipeline, at-risk movement, accounts touched today. Slack summary lands in your channel at 8pm SAST.

WHO RUNS IT

Account Director, not customer success rep.

YS
Yolande Sookdew
Head of Account Management

Built relationship floors for two SaaS companies and a logistics platform. Specialist in renewal motion design, QBR cadence, and at-risk recovery plays. Owns the QA layer across every account book on the floor.

Justin Power is on every account. Every kickoff. Every renewal conversation that crosses a contract threshold.

PROOF

What clients actually say.

NRR went from 89 to 117 in two quarters. We stopped losing renewals to silence. The Operator runs the QBR cadence I never had time for, and expansion conversations started showing up on their own.

VP Revenue · B2B SaaS · 240 accounts
117%
NRR LIFT
From 89 percent in two quarters. Same product. Same book. Dedicated Operator running the relationship layer.
WHAT IS INCLUDED

Every Operator, every account.

One operating model. Dedicated Operator, weekly cadence, QBR rhythm, renewal motion, expansion plays, and a founder on the account.

BUILD THE FLOOR.
Ten business days to live · month-to-month available · founder-direct
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FAQ

Seven questions everyone asks.

What is the difference between this and a CSM?+
A typical CSM is a ticket-taker with a nicer title. Our Operators own a named book, run a weekly cadence, drive QBRs, lead the renewal motion, and surface expansion. It is a revenue function, not a support function.
How many accounts can one Operator hold?+
Default load is 25 to 40 accounts depending on the touch model. Strategic, high-ARR books run lighter. Mid-market books run heavier. Start with one Operator on your top accounts and scale the floor as the book grows.
Do Operators close deals on our behalf?+
Operators run discovery, QBRs, and expansion plays. They surface the opportunity, build the business case, and tee up the conversation. Final negotiation and signature stay with your team unless you explicitly delegate close authority.
What CRM do you support?+
HubSpot, Salesforce, Close, Pipedrive, Outreach. We work in your stack, your fields, your pipeline. No new tool for you to learn.
How do you run the renewal motion?+
90 / 60 / 30 cadence. The Operator opens the renewal conversation 90 days before contract end. Health review at 60. Terms and signature track at 30. Renewals are never a last-week scramble.
Can you handle escalations?+
Yes. Operators are the first ear on every customer issue. They route to your team only when the resolution is beyond their authority. The customer never feels handed off.
What happens when an account churns?+
Seven-day post-mortem. Documented root cause. Pattern review across the book. Lost accounts feed the playbook. We do not bury losses, we mine them.

READY TO BUILD
THIS FLOOR?

Book a 30-min call