Align To Sell

Consulting / Client Success

CLIENTSUCCESS

For high-ticket masterminds, group coaching and memberships doing $500K+ a year

Client success consulting with Kim McCarter, designed around your company, your team and your clients. Virtual or on-site.

Client success consultant Kim McCarter at her marble desk in a black blazer, laptop open beside her

Getting new clients costs more every year. Your next stage of growth is already in your business.

Reactivation is the biggest way in.

You're spending more to get leads. More on launches. More on ads. And it works, right? It got you here. But the company still needs to grow, and every month starts the same way: go find the next buyer.

Meanwhile, the past leads in your email list and your current and past clients are sitting right there. They already know you, and most of them already paid you. For established companies, that's the difference between $100K months and $500K months, between $5 million a year and $6, $7 or $8 million.

That's where I come in.

The Four Revenue Levers

Client success is a revenue strategy. Here's where the money is.

01RETENTIONKeeping clients through the end of what they bought, with fewer cancellations, refunds, early exits and failed payments.
02RENEWALClients choosing another term, program or level of support because continuing is the obvious next decision.
03REFERRALTurning client wins into referrals, affiliates, testimonials and case studies.
04REACTIVATION + UPSELLBringing past leads and past clients back, and offering current clients the next thing before their engagement ends.

Can You Answer These Six Questions?

Every stage of the client journey impacts revenue.

  1. 01OnboardingDo your clients clearly understand what success looks like before they begin?
  2. 02AdoptionHow do you know your clients are implementing, not just consuming?
  3. 03EngagementWhat tells you a client is on track before they quietly disappear?
  4. 04RenewalHow long before renewal are you intentionally creating reasons for clients to stay?
  5. 05ExpansionWhere are you creating opportunities for existing clients to continue working with you?
  6. 06ReferralHow intentionally is your client experience generating referrals and testimonials?

If the answer is "no," "I don't know" or "we don't track that," that's where I start looking.

Client Success Services

  1. 01SALES & CLIENT SUCCESS AUDITI look at your leads, your client base and every stage of the client journey, then show you which revenue lever to pull first and what it's worth.
  2. 02FRACTIONAL CLIENT SUCCESSPart-time client success leadership inside your company. I run it alongside your team, so renewals, upsells and reactivation stop depending on who remembers to ask.
  3. 03DONE-FOR-YOU CLIENT SUCCESS & SALES STRATEGYI build it for you: the client journey, the renewal and upgrade path and the next offer, so the results you already get start selling what comes next.
  4. 04CLIENT SUCCESS TEAM COACHINGYour coaches and client success team already do the work. I train them, virtually or on-site, to turn client wins into renewals, upgrades and referrals without it feeling like a sales pitch.

Questions

Who is client success consulting for?

Founders of high-ticket masterminds, group coaching programs and memberships doing $500,000 or more a year. You're spending more to get new clients, and you want the next stage of growth to come from the leads and clients you already have. If you're not there yet, Business Coaching is built for you.

What happens on the consultation call?

It's 60 minutes on Google Meet. We talk about your company, your clients and where you think the money is slipping. You'll walk away knowing what working together could look like, and so will I.

How do we work together?

Every engagement is designed around what your company needs. That can be virtual, on-site with your team, or both. When it makes sense to be in the room with your coaches and client success team, I come to you.

Book Your Consultation

LET'S LOOK ATWHAT YOU'RE SITTING ON.

Every engagement is built around your company. It starts with a conversation about your clients, your team and where you want the next stage of growth to come from.

BOOK MY CONSULTATION

60-minute consultation $300 Booking is subject to our Terms of Use.