Client stories

Evidence from commissions and reviews

Comments below reference specific engagements — dashboard builds, churn reviews, stewardship, and briefings — not generic praise.

“They spent the first week arguing with our billing export, not decorating charts. Annoying at the time — necessary in hindsight. Our March board pack finally used one MRR number.”

Elena Kwok · Finance lead, regional membership retailer · Subscription Revenue Dashboard Commission

“The churn review ranked causes by dollars lost, not by how loud support felt. We paused a save campaign that looked busy and fixed plan-change friction instead.”

Marcus Leung · Head of retention, B2B subscription software · Churn Root-Cause Review

“Monthly stewardship sounds light until close week. Their briefing note caught a definition drift after we added annual plans — before it reached investors.”

Priya Raman · COO, education membership company · Monthly Analytics Stewardship

“Half-day briefing was denser than expected. We still refer to the one-page glossary when a new director joins the board.”

Tomás Almeida · Founder, specialty box subscription · Executive Metric Briefing

“I wished they had pushed harder on warehouse access earlier — we lost four days waiting on IT. Once connected, the cohort panels matched how we actually renew customers in Hong Kong and Singapore.”

Grace Chan · VP operations, multi-market SaaS · Subscription Revenue Dashboard Commission

“Not theatrical. They asked for cancellation notes, coded them, and left us with owners next to each intervention. We implemented two of three within the month.”

Daniel Ng · Customer success director · Churn Root-Cause Review

Extended story

Restating twelve months after a plan relaunch

A specialty box company relaunched tiers mid-year. Their inherited dashboard still tagged old SKUs as active MRR. During a Subscription Revenue Dashboard Commission we rebuilt the roll-up, marked the relaunch as a definition event, and taught finance to restate prior months for board comparability.

Constraint: warehouse access arrived late. We worked from exports for two weeks, then migrated panels once credentials landed — a delay the client later noted in their feedback.

Extended story

Churn causes ranked by dollars, not tickets

A B2B subscription team ran a busy save campaign while three large accounts quietly churned on contract anniversary. The Churn Root-Cause Review coded ninety days of cancellations, weighted by revenue, and moved engineering attention to plan-change friction. Ticket volume stayed high; revenue at risk fell the following quarter.

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