Advisory

For the leaders who are done
waiting to build what’s next.

Hands-on advisory for the founders and executives building Customer Success functions that grow revenue, at any stage, from startup to global enterprise.

Trusted by

She has built this function three times. Now she builds it with your team.

Most advisory engagements give you frameworks and leave you to figure out the rest. This is different. Ivy embeds with your team, bringing 11+ years of hands-on CS leadership inside tech companies, from startups to global enterprises, to help you build the systems, processes, and data foundations underneath a function that actually scales.

Whether you’re building a CS function from scratch, inheriting a broken one, or leading a team through an AI-driven transformation, this is for the leader who wants a strategic partner, not a slide deck.

95%+

Gross retention

120%+

Net Revenue Retention

14,000+

Users supported across GCC markets

$8M

In upsells across a $50M account portfolio

Partnered with Y Combinator–backed startups, Series A+ scaleups, and global enterprises to align Customer Success with product, sales, and revenue, not just support.

How We Work Together

Two ways to work with Ivy.

Embedded Advisory

CS Function Architecture

From $4,000 USD / month · Quarterly commitment

Part-time embedded CS leadership for companies ready to build or transform their post-sales function. Ivy works directly with your team to architect the systems, processes, and culture that turn Customer Success into a revenue driver.

What’s included:

Audit of current post-sales motion
Onboarding, health scoring, renewals & expansion frameworks
Org chart design & KPI structuring
Systems & technology review
Team coaching & development
Stakeholder alignment & cross-functional integration
Monthly reporting & GTM sync
Customer data strategy: storage, collection, and usage

Not sure if this is the right fit? Book a free 30-minute discovery call to find out.

Book a Discovery Call

Single Session

Advisory Power Hour

$500 USD / session

A focused 60-minute session for CS leaders and executives who need strategic clarity on a specific challenge, fast. Come with a problem. Leave with a plan.

Best for:

Diagnosing churn or retention issues
Structuring a CS team or hiring plan
Building a business case for CS investment
Navigating a specific leadership or GTM challenge
Getting an outside perspective before a big decision

Book a Power Hour

Testimonials

What leaders say.

“Ivy doesn’t just understand customer success… she understands people. Watching her break down complex frameworks in a way that makes you immediately want to act is rare.”

Cedric Betis, Advisor, Dubai Future Foundation

“Ivy is an exceptional customer success leader with a deep understanding of strategic principles. What truly sets her apart are her razor-sharp business instincts — a natural talent that can’t be taught. I’ve witnessed firsthand how her expertise, energy, and unique insights drive outstanding results.”

Rachel Provan, Top 25 U.S. Customer Success Leader

“Ivy is one of the most strategic and results-driven customer success leaders I’ve had the pleasure of working with. She excels at leading cross-regional teams, implementing and standardizing CS operations, and driving a culture of excellence. Beyond her operational expertise, she’s a thought leader pushing customer success forward as a discipline.”

Sebastian Agren, COO, Virtual Assets

Let's Talk

This isn’t for everyone. If it’s for you, let’s talk.

Not sure which of the two fits? Send me a note and I'll point you to the right one.

Send an Email

For the leaders who are done waiting to build what’s next.