How We Work

Start with evidence. Build what matters. Leave the capability stronger.

Assessment, Transformation and selective Managed Post-Sale / Build-Operate-Transfer sit inside one connected delivery method.

How we do it

Assess → Build → Capability Transfer

One delivery method keeps work grounded in evidence and leaves the client stronger than when the engagement began.

A

Assess

Find the gaps. Validate evidence. Quantify the opportunity. Prioritize what matters.

B

Build

Design and implement the operating model, process, data, technology, automation, AI and organizational changes.

C

Capability Transfer

Embed the capability through governance, SOPs, learning, adoption reinforcement and knowledge transfer.

Flexible delivery model

Executive-led transformation with scalable specialist delivery.

Net Positive CS leads the mandate, transformation architecture and governance, bringing in specialized AI, data, platform and delivery expertise as the engagement requires.

One accountable transformation model, with specialist partners coordinated under a single delivery approach.
Leadership
Executive transformation lead
Mandate / architecture / decisions / QA
Workstreams
Operating-model & change leaders
Lifecycle / governance / enablement
Specialists
AI, data & platform delivery
Engineering / integration / analytics
Scale
Flexible delivery capacity
Teams aligned to the engagement
Three ways to engage

Assessment → Transformation → Managed Post-Sale when needed.

01 Assessment

Post-Sale Operating System Assessment

Independent evidence-based diagnosis that identifies root causes, quantifies value-at-stake where supportable and defines what should change first.

  • 27-question / nine-domain diagnostic
  • Maturity + evidence confidence + improvement priority
  • Economic opportunity where supportable
  • 30–90 day actions + longer-term roadmap
Typical: 3–4 weeks • 8–10 interviews • executive readout
02 Transformation

Post-Sale Transformation

Convert prioritized findings into focused workstreams across operating model, lifecycle, learning, data, automation, AI, technology, organization and change.

Operating Model & Economics

Charter, governance, coverage economics and KPIs.

Lifecycle, Learning & Commercial Motions

Onboarding through expansion and renewal.

Data & Predictive Intelligence

Health, risk, expansion and value signals.

Automation & AI

Workflow automation, digital coverage and agentic motions.

Technology Enablement

CSP / CRM / PSA workflow, data and integration design.

Organization & Change

Role design, global delivery, SOPs and adoption.

03 Managed Post-Sale / BOT

Operate selected motions when ownership or capacity requires it.

Selective recurring delivery — with Build-Operate-Transfer available when the client ultimately wants to own the capability.

CS at Scale — folded into the managed model

Dynamic segmentation

Align service intensity to economic value, complexity and risk.

Digital / pooled coverage

Use lifecycle signals, campaigns and rapid-response intervention to extend capacity.

Global delivery

Use regional, nearshore, offshore and partner capacity where appropriate.

Renewal & intelligence operations

Centralize repeatable motions that benefit from scale, data and automation.

Selective future offering; scoped to specific capabilities rather than broad outsourcing.
Transformation perspectives

Ideas for the next post-sale operating model.

Selected perspectives support our transformation approach. Full articles live in Insights.

AI Transformation

Why the operating model must come before the agents

Read perspective →
CS at Scale

Scale Customer Success without scaling cost linearly

Read perspective →
Customer Intelligence

A health score is not intelligence until it changes a decision

Read perspective →
Start here

Transform the system behind customer outcomes.

Start with a focused strategy session around the mandate, evidence and operating change your organization needs.

Book a Strategy Session