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For CS teams deciding whether to lead the AI shift or get left behind

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.

Dhiraj Patel A note from Dhiraj Patel, Co-Founder & CEO
250+
CSMs audited
30 min
per call
48 hrs
turnaround
100%
free, no strings
Dhiraj Patel
My story

Hey, I'm Dhiraj.

I built the customer success function from scratch at a YC- and Sequoia-backed startup. But before I wrote a single playbook, I picked up 200 accounts and ran them myself, because you can't design a process that works until you've sat in the CS seat and felt exactly where it breaks.

That year in the trenches got us to 133% net revenue retention. Then I turned what actually worked into a repeatable playbook and rolled it out across the entire team.

Now I'm building that same playbook into RetainSure, so any CS team can run on a proven process instead of guesswork. These audits are me doing exactly that, in person.

200
accounts managed personally
133% NRR
maintained, then scaled team-wide
Dhiraj Patel · Co-Founder & CEO, RetainSure
Trusted by 250+ CSMs across these companies
Scope

What the audit actually covers

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

Onboarding and handoff
01
Onboarding & Handoff Review
Set every account up to win from day one.
Health and risk signals
02
Health & Risk Signal Audit
Catch churn risk before it's too late.
QBR process
03
QBR Process Review
Cut prep time from days to minutes.
Expansion signals
04
Expansion Signal Check
Spot upsell opportunity in time.
Renewal readiness
05
Renewal Readiness Assessment
Know your outcome months out, not days.
Tooling and workflow
06
Tooling & Workflow Gap Analysis
See what's manual today versus what should be automated.
Voices

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
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
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
Sanjana Shankar
Head of Customer Success · Mailmodo
Book it

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.