Back-to-school is almost behind you.
Don't let what you learned go with it.
Post Back-to-School Advisory Services from LBELL Consulting
Every fall, BTS tells you the truth about your customer experience. Onboarding friction, product gaps, support spikes, and the accounts that quietly went dark all show up between August and October. Most teams monitor risk at the individual account level but are too busy to spot trends across the broader customer base. By January, those lessons are gone as the teams transition into renewal conversations.
At the same time, the pressure has already moved to selling season. Sales needs to be ready for prime buying months, and Marketing needs to be building the pipeline your reps will work. In a market that gets tighter every quarter, the companies that connect what happened this fall to how they sell this spring will be best positioned to protect and expand revenue.
What it is
A focused working session with your leadership team to review what BTS taught you and turn it into clear priorities for 2027.
How it works
Prep. A short intake questionnaire, (5) employee or customer interviews, and whatever data you have on hand: ticket trends, usage, renewal status, risk dashboards, and any CSAT or survey results.
Working session. Four hours with your leadership team, virtual or onsite (can be split into two sessions).
Written readout. A summary of findings and recommended priorities, delivered within five business days.
Follow-on sessions. Hourly consulting available if you want support as priorities move into execution.
What we'll cover
Where customers struggled during onboarding and launch, and why.
What your frontline teams saw that leadership may not have.
Which BTS signals point to renewal risk or expansion opportunity.
How Sales and Marketing messaging should shift heading into selling season.
Why me
I've spent 22 years in SaaS and go-to-market leadership, most recently in K-12 EdTech. I started in marketing and GTM strategy, working within and alongside Sales to close deals, then spent the last decade leading post-sale organizations at scale, including a 400+ person customer experience organization at Amplify. I've run back-to-school from the inside since 2008.
Investment
$7,500 per engagement, including prep, session, and written readout.
Let's talk
Availability is limited through November.