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For CS teams motivated to lead the AI shift

A note from Dhiraj Patel, Co-Founder & CEO

Let's find out what your CS process is actually costing you.

In one 30-minute call, I'll go through your CS process live and hand you a written breakdown of what's working, what's not, and what to fix first. No pitch, no obligation.

Book my free audit

TRUSTED BY 250+ CSMs ACROSS THESE COMPANIES

250+

CSMs audited

30 min

per call

48 hrs

turnaround

100%

free, no strings

Real Audits. Real Results.

A look at recent audit calls, what came out of them, and what changed after.

Recent Audit Call

Churn Risk Breakdown

Health Score Review

Onboarding Process Audit

Hey, I'm Dhiraj.

I've spent years building customer success processes at scale before starting RetainSure. I still run these audits myself, personally, because the fastest way to understand where a CS team is stuck is to sit inside their real workflow for 30 minutes.

No handoff to a sales rep, no generic template. Just an honest look at what's working and what isn't, from someone who has done this job.

If nothing else, you'll walk away with a clearer picture of where your churn is coming from.

What the Audit Actually Covers

The same end-to-end workflow RetainSure automates for live customers, reviewed stage by stage.

Onboarding & Handoff Review

Set every account up to win from day one.

Health & Risk Signal Audit

Catch churn risk before it's too late.

QBR Process Review

Cut prep time from days to minutes.

Expansion Signal Check

Spot upsell opportunity in time.

Renewal Readiness Assessment

Know your outcome months out, not days.

Tooling & Workflow Gap Analysis

See what's manual today versus what should be automated.

How the Audit Works

Three steps. Thirty minutes of your time. A written plan you can act on immediately.

01

Book a 30-Minute Call

Pick a time that works for you. No prep required on your end.

02

We Review Your CS Stack Together

Live, on a screen-share, your actual accounts, tools, and process. Not a generic template.

03

Get Your Written Breakdown

Churn risks, quick wins, and a prioritized action plan, sent within 48 hours.

What CS Leaders Say

I just love RetainSure's predictions. Accurate predictions and concise, actionable explanations of churn risk and upsell saving my team and me 2+ hours daily. I love that it reflects all the right reasons that accounts are at risk without us handcrafting a health score.

2+ hrssaved per day

Wendy Zingher

VP of Customer Success · LambdaTest

RetainSure has put our customer success program on steroids. Preparing MBRs used to take up the entire last week of the month, but now it's down to just 2 minutes per customer. The AI gives us everything we need, data, insights, and next steps, so our team can focus on driving real outcomes.

2 minper MBR

Sridhar Kowtal

Head of Customer Success · LimeChat

Upsell is a key motion for our CS team, especially with our self-serve customers, but doing it at scale was always a challenge. RetainSure's upsell predictions changed that. It helped us zero in on high-potential accounts and even gave us personalized email drafts. We saw a 20x ROI from just the first month of using it.

20x ROIfirst month

Sanjana Shankar

Head of Customer Success · Mailmodo

Pick a Time That Works

30 minutes, live with Dhiraj.

Questions Before You Book

Yes. There's no cost and no strings attached. If RetainSure isn't the right fit for you, you keep the audit either way.

That's fine, this isn't a sales call in disguise. Most people who book this aren't shopping yet, they just want a clearer picture of where they stand.

The call itself is 30 minutes. You'll get the written breakdown within 48 hours after.