Client Crest Advisors
Keep the customers you worked hard to win.
Client Crest Advisors handles onboarding, renewals and customer health for growing B2B companies, on a simple monthly subscription, or as a single project such as an assessment, churn analysis, playbook or dashboard.
Book a free 30-minute discovery callOr give us a call at 941-283-2386
Elevating Relationships. Protecting Revenue.
The problem
The most expensive customer is the one you quietly lose.
Nobody checks in at month four, nobody notices usage dropping, and nobody owns the relationship. By the time the renewal date arrives, it's too late.
What we do
Onboarding
A clear start so customers reach value quickly.
Customer health
Simple tracking that flags at-risk accounts early.
Renewals
A calendar and a plan, so renewals aren't a surprise.
Reporting
A monthly summary of what's healthy, what's slipping and what we're doing about it.
Services
Customer success, run for you.
You keep the strategy. We handle the day-to-day work that keeps customers from drifting. Need one piece done instead? See our project work.
| Service | What it covers |
|---|---|
| Onboarding | Kickoff, setup steps and early check-ins so each customer gets started well |
| Health tracking | A simple score built around your product, reviewed on a regular schedule |
| Renewal management | A renewal calendar, outreach plan and early warning on at-risk accounts |
| Customer check-ins | Regular, personal contact with your accounts |
| Monthly reporting | What's healthy, what's at risk and the actions taken |
How it works
- Kickoff
We map your customers and define what "healthy" means for you. - Setup
Onboarding steps, a health score and a renewal calendar. - Ongoing
Check-ins, early warnings and renewal follow-through. - Reporting
A monthly summary you can act on.
Best fit: B2B companies with roughly 50 to 200 customer accounts and no dedicated customer success team.
Pricing
Simple monthly plans.
Pick the plan that matches your number of customer accounts. Every plan has a written agreement and a clear scope.
STARTER
per month
- Up to 50 accounts
- 4 live check-ins per month
- Onboarding for up to 3 new customers per month
- Quarterly check-in outreach
- Monthly top-5 risks and wins
- Shared health dashboard
GROWTH
per month
- Up to 100 accounts
- 6 live check-ins per month
- Onboarding for up to 5 new customers per month
- Everything in Starter
- Dedicated customer success lead
- QBRs for the top 10 accounts
- 90-day renewal risk alerts
- Monthly strategy call
PARTNER
per month
- Up to 200 accounts
- 8 live check-ins per month
- Onboarding for up to 8 new customers per month
- Everything in Growth
- QBRs for the top 25 accounts
- Quarterly churn analysis
- Renewal and expansion support
Extra live check-ins are $100 each. Extra quarterly business reviews are $250 each. One-time setup is $500.
Project work, when you need one thing done well.
Not ready for a monthly plan? Hire us for a single project. Each is scoped to your company, paid in full before work starts, with a full refund if you cancel before we begin.
| Project | What you get | Timing | Fee |
|---|---|---|---|
| Assessment & operational analysis | Review of up to 50 accounts, up to 5 interviews, your top 10 at-risk accounts, a written report and a 90-day action plan. | About 3 weeks | From $3,500 |
| Churn analysis | Up to 15 interviews and a written report on why customers leave and what to change. | Scoped on the call | From $2,500 |
| Implementation sprint | We carry out up to 3 priorities from your action plan. | 6 weeks | From $5,500 |
| Playbook build | Your onboarding, check-in and renewal processes written down so anyone can run them. | About 4 weeks | From $3,500 |
| Health dashboard build | A customer health dashboard for up to 150 accounts. | About 3 weeks | From $3,000 |
Final fees are confirmed on your discovery call once we know your accounts, interviews and priorities. Extra priorities, accounts and interviews are quoted at the time. Results depend on your customers and your team; we do not guarantee outcomes.
Or give us a call at 941-283-2386
About
Customer success, handled by someone who does it for a living.
Client Crest Advisors was founded by Joanne Ocello, a customer success and onboarding executive. With more than 20 years in customer success, Joanne has managed a multi-million-dollar customer portfolio, where one missed renewal or one unhappy account has a real effect on the business. That experience taught her what keeps customers: a strong start, steady attention and someone who notices problems early.
Why Client Crest Advisors. Most growing companies can't yet justify a full-time customer success hire, but they still need someone to own onboarding, renewals and customer health. We bring two decades of hands-on experience to that work, without the cost of a full-time executive.
Our approach. Be clear about scope, keep the process simple, and report honestly on what's working.
What 20 years teaches you
- Customers rarely announce they are leaving. The signs show up early, in usage, engagement and silence.
- A good start matters. Customers who reach value quickly are far more likely to stay.
- Renewals should be planned months ahead, not rushed in the last few weeks.
- Clear, honest reporting builds trust faster than polished promises.
Let's talk about your goals.
Book a free 30-minute discovery call. No pitch deck. Together we'll look at where customers or revenue might be slipping and map out how to fix it: a clear plan to keep the accounts you have, spot problems early and protect your renewals.
Book a callOr give us a call at 941-283-2386