Customer Experience Systems
From Onboarding to Renewal—We Build CX That Scales
We don't just fix churn. We design, staff, and operate your entire customer experience engine—from onboarding to activations, success, support, collections, and expansion.
Book a CX Systems Call"We didn't have a CS team. We didn't have onboarding. Phi helped us build both—and our churn dropped within the first month."
Trusted by Category Leaders
What Our CX Systems Deliver
Whether you're scaling post-Series A or building CX from zero, our systems are designed to drive revenue—not just resolution.
Churn Reduction
Reduced by 22–35% within 60 days
Onboarding Time
Cut in half through automation + playbooks
Expansion Revenue
Up to 30% YoY with structured CS outreach
Support Deployment
Tier 1 & 2 support deployed in <3 weeks
Results vary by stage, but one thing doesn't: the speed to value.
Why We're Different
Most CX strategies stop at retention. Ours unlocks growth.
Built for GTM Alignment
Our CX systems sync with your sales, product, and marketing motions—so no handoffs fall through the cracks.
Modular Team Deployment
Need onboarding only? Or full CX? We plug in Customer Onboarding Specialists, Customer Success Managers, Tier 1 & 2 Tech Support, and Collections + Activations for Fintech.
Execution-First CX Strategy
We don't drop a CX strategy doc and walk away. We build, staff, operate, and optimize it—weekly.
Speed and Visibility
You'll see working systems, clear playbooks, and real KPIs within 2–4 weeks.
The Post-Sale Problem No One Talks About
Startups obsess over CAC—then lose it all in churn. Onboarding is inconsistent. Support is reactive. Success is underfunded. No one owns the post-sale engine. Phi embeds CX systems that create customer momentum—not just manage support tickets.
What's Included in Your CX Buildout
Every system is designed to reduce churn, increase LTV, and free up founders to focus on growth.
Onboarding Journey Design
Milestone-based onboarding flows with clear owner, timeline, and success criteria.
Success & Expansion Playbooks
Proactive CS motions for retention, upsells, and QBRs—repeatable and role-based.
Tier 1 & 2 Support System Setup
Ticket routing, SLAs, chatbots, KBs, and triage automation built for speed and scale.
Collections, Activations, and Retention Ops
Specialized CX for fintech/SaaS: engagement flows, failed payment recovery, churn prevention, and renewal ops.
Who This Is For
You've acquired users. Now it's time to keep them—and grow with them. Our CX systems are built for startups that are scaling fast but need post-sale operations that can keep up.
If your CX is reactive today, it will break tomorrow. We help you fix it before it stalls growth.
What's Included in Your CX Buildout
Every system is designed to reduce churn, increase LTV, and free up founders to focus on growth.
Onboarding Journey Design
Milestone-based onboarding flows with clear owner, timeline, and success criteria.
Success & Expansion Playbooks
Proactive CS motions for retention, upsells, and QBRs—repeatable and role-based.
Tier 1 & 2 Support System Setup
Ticket routing, SLAs, chatbots, KBs, and triage automation built for speed and scale.
Collections, Activations, and Retention Ops
Specialized CX for fintech/SaaS: engagement flows, failed payment recovery, churn prevention, and renewal ops.
Whether you need the system, the team, or both—we build CX that grows with your product.
Why Founders Choose Phi Over the Typical CX Playbook
Most firms sell strategy. Most teams hire slowly. We build, run, and optimize your post-sale experience—on day one.
TraditionalConsulting | In-HouseTeam | PhiGTM Systems | |
|---|---|---|---|
| Speed to Value | 3–6 months to design + advise | 4–8 months to hire + ramp | 2–4 weeks to live onboarding + support ops |
| Cost | $$$$ (advisory retainers) | $$$$$ (hiring + tech + training) | Flexible. Modular. Built to scale with your stage. |
| Execution Layer | Decks + playbooks, no delivery | Partial—depends on hiring pace | Strategy + Team + Tools deployed together |
| Team Coverage | None (advisory only) | Requires 3–6 full-time hires | Onboarding, Success, Support, Collections, Ops |
| Risk Protection | Pay upfront, outcomes not guaranteed | Fixed payroll cost, no guarantee | Satisfaction Guarantee. Pay less if we underdeliver. |
Speed to Value
Cost
Execution Layer
Team Coverage
Risk Protection
Real CX Systems. Real Revenue Impact.
Our post-sale systems reduce churn, increase retention, and drive expansion—fast. Here's how that looks in-market:
Fintech Platform (Series A)
Supply Chain SaaS (Series B)
Vertical SaaS (Growth Stage)
Don't Let Post-Sale Chaos Stall Growth
Most startups wait too long to fix CX—until churn spikes, expansion stalls, or customer sentiment drops. We help you build the system before it breaks.
Live onboarding + support flows in 2–4 weeks
Full coverage: onboarding, support, CS, activations, collections
Revenue-linked delivery — we're measured by churn reduction, upsells, and LTV impact
100% Satisfaction Guarantee
If we underdeliver, you don't pay in full. If your customers are slipping through the cracks, now is the time to fix it—before it costs you growth.
🚀 Let's Build Your Post-Sale Engine
No fluff. No pitch decks. Just a proven CX system designed to reduce churn and drive expansion.