Phi Consulting
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Customer Experience: You Spent Everything to Acquire Them. Now You're Losing Them.

Onboarding is inconsistent. Support is reactive. Nobody owns the post-sale engine. Phi designs, staffs and operates CX systems that turn retention into revenue.

What Phi runs: What We Build and Staff

  1. 01

    Onboarding

    Milestone-based flows with clear owners, timelines, and success criteria. No more customers stuck on step one.

  2. 02

    Customer Success

    Proactive CS motions for retention, upsells, and QBRs. Repeatable. Role-based. Not one CSM doing everything.

  3. 03

    Support (Tier 1 & 2)

    Ticket routing. SLAs. Knowledge bases. Triage automation. Built for speed, not ticket deflection.

  4. 04

    Collections, Activations & Retention

    Engagement flows. Failed payment recovery. Churn prevention. Renewal ops. Built specifically for fintech and SaaS.

What it delivers: How Fast It Moves

  1. Week 1

    Audit and scope

    Audit. Lifecycle mapped. Gaps identified. Team scoped.

  2. Week 2

    Deploy

    Onboarding flows and support systems deployed.

  3. Week 3+

    Operate and iterate

    CX team operating. Iteration based on churn data and customer health signals.

Why Phi: People, Not Just Playbooks.

This isn't a strategy doc. We deploy dedicated CX operators into your org.

Customer Onboarding Specialists.

Milestone-based flows with clear owners, timelines, and success criteria.

Customer Success Managers.

Proactive CS motions for retention, upsells, and QBRs.

Tier 1 and Tier 2 Support.

Ticket routing, SLAs, knowledge bases, and triage automation.

Collections and Activations teams for fintech.

Engagement flows, failed payment recovery, churn prevention, and renewal ops.

Fully managed by Phi.

Plugged into your systems. Accountable to your retention numbers.

Who this is for: Who This Is For

  1. 01

    Companies with a growing user base but no structured onboarding.

  2. 02

    Teams where support tickets are rising and the team is stretched.

  3. 03

    Orgs with no customer health visibility or engagement triggers.

  4. 04

    Post-Series A companies scaling CX without clear systems or dedicated staff.

  5. 05

    Fintech and SaaS platforms that need collections, activations, or renewals automated.

“Our customer experience is now a growth lever. Phi turned CX into a revenue-generating system, not just a support cost center.”
Operations Team · AtoB

In action: What This Looks Like

AtoB

  • 40% CSAT improvement
  • Built the entire CX organization from scratch. Onboarding, support, collections, success.
  • 22% churn reduction. 65% faster onboarding. Across thousands of fleet customers.

Fintech Platform

  • 22% churn reduction
  • Onboarding and success systems built from zero. Churn reduced 22% in 60 days. Activation time cut in half.

Supply Chain SaaS

  • NPS 27 → 61
  • Unified support and success into one CX motion. NPS from 27 to 61 in 6 weeks. 30% increase in expansion revenue.

Vertical SaaS

  • $200K upsells from QBRs
  • Onboarding and Tier 1 support team deployed. Monthly churn reduced by 3 points. First QBR cycle generated 200K in upsells.
Case studies

Talk to us: Let's Talk

30-minute call. Your retention, your churn, what's breaking post-sale. Build plan. CX system and team scoped within a week. Live in two weeks. Onboarding, support, and success running.

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