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CUSTOMER SUCCESS CONSULTING FOR SEED–SERIES A SAAS

Build a Customer
Success System That
Scales With Your Growth

TrellisCS helps early-stage SaaS companies build the onboarding, adoption, retention, and operating systems needed to grow—without relying on founder heroics or hiring a full-time Customer Success executive too early.

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15 yearsin Customer Success
8 yearsin leadership roles
Built CS functionsfrom the ground up
Experience fromSeries A through Series C

THE PROBLEM

Customer Success Usually Doesn’t Break All at Once.

It starts showing up in small ways.

Onboarding isn’t standardized across customers.

You can’t confidently tell which customers are at risk.

Renewals get attention too late.

CSMs are working hard, but everyone works differently.

You have customer data, but not enough visibility.

Founders and revenue leaders are still getting dragged into customer issues.

Those aren’t just CS problems.

They become retention, expansion, hiring, and growth problems.

A BETTER WAY

TrellisCS Puts Structure Around Customer Success
Before You Need a Full-Time Executive.

We help you move from:

Reactive→Proactive
Tribal knowledge→Defined process
Customer surprises→Visibility
Founder involvement→Clear ownership

OUR SERVICES

Three Ways to Build a Stronger Customer Success Function

Every company’s journey is different. TrellisCS offers three ways to help, whether you need clarity, a foundation, or ongoing leadership.

01   DIAGNOSE

Customer Success Diagnostic

$5,000 · 2 weeks · Remote

Find what’s breaking, understand why, and leave with a prioritized 90-day plan.

The problem it solves:

You know Customer Success needs work, but you don’t have enough clarity to know what to fix first.

What we examine:

  • Customer lifecycle
  • Onboarding
  • Adoption
  • Retention & churn
  • Customer health / risk
  • Renewals
  • Metrics & reporting
  • Team & ownership

What you get:

  • Customer Success Maturity Scorecard
  • Findings & Recommendations
  • Prioritized 90-Day Roadmap
  • Leadership Review & Next Steps

Best for:

Founders and executives who need an objective view before investing in new processes, tools, or people.

Talk About the Diagnostic

03   LEAD

Fractional Head of Customer Success

$9,000/month · 3-month minimum · Up to 40 hours/month · Remote

Add experienced Customer Success leadership without making a full-time executive hire too early.

The problem it solves:

Customer Success needs experienced leadership, but the company is not ready for—or does not yet need—a full-time Head or VP of Customer Success.

What I lead:

  • CS Strategy
  • Team Leadership & Coaching
  • Customer Risk & Retention
  • Metrics & Reporting
  • Cross-Functional Leadership
  • Hiring & Organization

First 90 days:

  • Month 1: Align & Baseline
  • Month 2: Stabilize & Execute
  • Month 3: Optimize & Plan

Best for:

  • Founders still overseeing CS
  • CS teams without an experienced leader
  • Companies where retention and renewals need stronger executive ownership
Talk About Fractional Leadership

WHY TRELLISCS

Built Customer Success From Scratch. Ready to Help You Do the Same.

Operator, Not Career Consultant

I’ve built and run Customer Success functions—not just advised on them.

Built for Early-Stage Reality

Practical, right-sized solutions that fit your stage—not enterprise bureaucracy.

Strategy + Execution

You get actionable plans and hands-on support, not just a deck.

ABOUT DAVE

Meet Dave Brumby

I’m a Customer Success operator with 15 years of experience and 8 years in leadership roles. I’ve built CS functions from the ground up at early-stage SaaS companies and helped them navigate the operational challenges that come with growth, from Series A through Series C.

View my LinkedIn →

“I started TrellisCS to help early-stage companies build Customer Success the right way—with the focus, structure, and practicality they need to grow.”

— Dave Brumby
Founder, TrellisCS

If Customer Success Feels Harder Than It Should,
Let’s Figure Out Why.

In 30 minutes we’ll talk about where the gaps are, what you’re trying to solve, and whether TrellisCS can help.

Book a Strategy Call