Customer Success assessment and operating support.

We help boards, PE firms, and executives see Customer Success risk clearly, act on it fast, and protect the revenue that depends on it.

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Intro

REV CX was built to close the gap between CS advice and CS execution. We’ve led Customer Success at enterprise scale through acquisitions, IPO readiness, expansion, and market shifts. Engagements stay practical, confidential, and tied to renewal risk, governance, and metrics that leaders can defend.

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of renewal forecasts lack value proof

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CS leaders are replaced at inflection points

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of boards distrust customer success metrics

Designed for impact. Built for the future.

What we do

We assess Customer Success risk, lead the fix, and help you protect the revenue at stake.

  • 01

    CS Evaluation

    A structured diagnostic of your Customer Success function to identify risk, gaps, and the highest-priority actions.

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  • 02

    GTM Alignment

    Aligns your GTM leadership around a shared view of Customer Success health, retention risk, and the right response.

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  • 03

    M&A Evaluation

    A focused Customer Success risk analysis for M&A and investor scrutiny. You get a board-ready assessment and a clear, defensible view of renewal risk.

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  • 04

    Retention Risk Review

    A structured Customer Success review that identifies renewal risk and warning signs. You get a risk-ranked list of accounts and a plan to protect revenue.

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  • 05

    Fractional Leadership

    Senior CS leadership embedded in your organization to drive execution and own outcomes. You get a seasoned operator accountable for measurable impact.

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01

CS Evaluation

A structured Customer Success diagnostic that identifies risk, gaps, and priorities. You get a written action plan and board-ready findings to act on.

Get started

02

GTM Alignment

Aligns your GTM leadership around Customer Success health and retention risk. You get shared ownership, clear priorities, and an agreed response plan.

Get started

03

M&A Evaluation

A focused Customer Success risk analysis for M&A and investor scrutiny. You get a board-ready assessment and a clear, defensible view of renewal risk.

Get started

04

Retention Risk Review

structured Customer Success review that identifies renewal risk and warning signs. You get a risk-ranked list of accounts and a plan to protect revenue.

Get started

05

Fractional Leadership

Senior CS leadership embedded in your organization to drive execution and own outcomes. You get a seasoned operator accountable for measurable impact.

Get started

Why it matters

What boards and investors see that most CS organizations miss.

01

CS health is invisible to most organizations until it's too late

Most organizations ignore Customer Success health until a deal is at risk or churn spikes hard. By the time it surfaces in due diligence, the valuation damage is already done.

01

CS Health Is Invisible to Most Organizations Until It's Too Late

Most organizations ignore Customer Success health until a deal is at risk or churn spikes hard. By the time it surfaces in due diligence, the valuation damage is already done.

01

CS health is invisible to most organizations until it's too late

Most organizations ignore Customer Success health until a deal is at risk or churn spikes hard. By the time it surfaces in due diligence, the valuation damage is already done.

02

Churn is already in motion.

Most customers have already made the decision to leave before their renewal date arrives. By the time churn surfaces on any report or dashboard, that window is already closed.

02

Churn is already in motion.

Most customers have already made the decision to leave before their renewal date arrives. By the time churn surfaces on any report or dashboard, that window is already closed.

03

Your NRR is either building your valuation or destroying it

Bessemer Venture Partners data shows SaaS companies above 120% NRR command 2 to 3 times the valuation multiple of those that fall below market on retention. CS drives the gap.

03

Your NRR is either building your valuation or destroying it

Bessemer Venture Partners data shows SaaS companies above 120% NRR command 2 to 3 times the valuation multiple of those that fall below market on retention. CS drives the gap.

04

New markets and product launches are when CS failures are most likely

45% of SaaS failures occur between months 18 and 24 of launch, the exact window when most companies are entering new markets or launching new products.

04

New markets and product launches are when CS failures are most likely

45% of SaaS failures occur between months 18 and 24 of launch, the exact window when most companies are entering new markets or launching new products.

05

CS leadership gaps are expensive before you even count the revenue loss

Replacing a senior executive costs up to 200% of annual salary. For a CS leader at $175,000, that is $350,000 in replacement cost before the revenue impact is even considered.

05

CS leadership gaps are expensive before you even count the revenue loss

Replacing a senior executive costs up to 200% of annual salary. For a CS leader at $175,000, that is $350,000 in replacement cost before the revenue impact is even considered.

Testimonials

What leaders say about working with Mike (Founder Rev CX)

With 30 years in military and corporate leadership, I know real leadership when I see it. Mike inspires those around him to exceed what they believed possible.

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Terrance McGraw

CEO, Cape Endeavors Inc.

Mike is the rare executive who stays elbow deep in the work while keeping his eye on what's next. He saw Customer Success before the industry did and built it.

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Mark Wilkinson

CX Strategist & Customer Success Advocate

I have worked with many senior executives. Mike Carter is the rare one who pairs deep strategic thinking with the operational grit to actually get things done.

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Stealth

Founder, Stealth SaaS Startup

Resources

Insights & perspectives

Read more

Read more

two people drawing on whiteboard

The Cost of Confusion in Customer Success

Customer Success was meant to prove value, not create confusion. Yet too many organizations drown in complexity, jargon, and misaligned metrics that obscure results. The cost of confusion is lost credibility and customers.

Learn more

two people drawing on whiteboard
The Cost of Confusion in Customer Success

Customer Success was meant to prove value, not create confusion. Yet too many organizations drown in complexity, jargon, and misaligned metrics that obscure results. The cost of confusion is lost credibility and customers.

Get started

Bundles of dried reeds tied with purple string

The Rise of Value Engineering in SaaS

As SaaS customers demand clearer ROI and accountability, a new discipline has emerged to connect technical capabilities to financial outcomes. Value Engineering is becoming the bridge between adoption and growth.

Learn more

Bundles of dried reeds tied with purple string
The Rise of Value Engineering in SaaS

As SaaS customers demand clearer ROI and accountability, a new discipline has emerged to connect technical capabilities to financial outcomes. Value Engineering is becoming the bridge between adoption and growth.

Get started

people standing inside city building

Measuring Real Customer Value in SaaS

Usage data tells part of the story, but not the ending. The most successful SaaS companies have learned that engagement alone doesn’t prove value. What matters is how software changes outcomes, productivity, and performance.

Learn more

people standing inside city building
Measuring Real Customer Value in SaaS

Usage data tells part of the story, but not the ending. The most successful SaaS companies have learned that engagement alone doesn’t prove value. What matters is how software changes outcomes, productivity, and performance.

Get started

Your CS risk won't wait. Neither should you.

Let's Talk Now

Your CS risk won't wait. Neither should you.

Let's Talk Now

Your CS risk won't wait. Neither should you.

Let's Talk Now