Customer Success Isn’t Broken. It’s Just Been Boxed In.
We offer customer success consulting that goes beyond the team — and into your entire business.
Whether you’re scaling a CS org, enabling sales and services, or embedding CS into consulting delivery, we help you build a strategy that actually sticks.
“What I love about Be Data Lit isn’t just their expertise and experience in building customer success—it’s their tangible passion.”
— Amy Ingram, CMO of Querri AI
Customer Success Isn’t Just for SaaS Anymore
Customer Success Is a Business Strategy—Not Just a Team
Customer Success principles apply to any organization where people, services, or products deliver outcomes, whether to external customers or internal teams.
If you already have a Customer Success team, we help strengthen it through targeted audits, strategic realignment, success planning, and the creation of outcome-driven playbooks.
If you don’t have a formal Customer Success team, we train your customer-facing roles—across services, solutions, sales, and operations—to build the skills that drive loyalty, retention, and growth.
If you are a consulting or service-based business, we offer a specialized approach: Embedded Customer Success. This model empowers your consultants to deliver strategic outcomes as part of their everyday work, seamlessly integrating customer success into their role.
Customer Success isn’t an add-on.
It’s a core strategy that should be embedded across your entire organization.
You don’t win by closing the deal—you win by delivering the outcome.
— Lincoln Murphy
What we Deliver
Customer Success Audit & Assessment
Find the gaps. Fix what’s blocking growth.
We take a deep look at how customer success is currently working inside your org—then map out what’s working, what’s not, and where you’re leaving value on the table.
KPI & Goal Alignment
If you can’t measure it, your team can’t deliver it.
We help you define what customer success means for your company, then build KPI frameworks that tie directly to business goals like retention, expansion, and adoption.
Lifecycle Design
Success doesn’t happen by accident.
We co-create onboarding, adoption, renewal, and expansion journeys that actually reflect how your customers behave—so your team can act before problems start.
Embedded Customer Success
CS skills, built into delivery.
We train consultants and service teams to embed customer success into their day-to-day work—driving outcomes, loyalty, and long-term growth without adding new headcount.
Internal Enablement
Because strategy without execution is just a slide deck.
We equip your team with playbooks, templates, and training that make your strategy stick—across CS, sales, support, and product.
Executive Advisory
Customer success deserves a seat at the table.
We support your leadership team with CS-aligned reporting, retention metrics, and strategic planning support—so customer insights drive business decisions.
“Great customer success turns users into advocates.”
— Nick Mehta, Gainsight
Who This Is For
You’ve got the tools. You’ve got the people.
Now you need the plan that brings it all together.
This is for:
• CS leaders who inherited a team—but not a strategy
• Operations and RevOps teams looking to align customer success with business outcomes
• Post–Series A/B companies building their first scalable success motion
• Founders and service leaders trying to improve retention and expansion before hiring more
• Teams using tools like Gainsight, HubSpot, or Tableau but not getting full value
• Consulting and delivery orgs looking to embed customer success directly into how they work
If your team impacts customer experience, loyalty, or growth—this is for you.
“Success isn’t support. It’s strategy”
— Diana de jesus
Not Sure If You need Fractional or Consulting Customer Success?
Whether you need leadership or a one-time strategic push, we’ll help you choose the right path.
Fractional Leadership
→ You don’t have a CS leader and need someone to drive
→ Ongoing partnership (monthly)
→ We lead your CS function as your part-time exec
Consulting & Strategy
→ You have customer-facing roles, but they’re not delivering results
→ Project-based (short or mid-term)
→ We audit, design, and build out your success motion
Let’s build something that works.
You’ve got the team. We’ll bring the strategy.
From lifecycle design to KPI alignment, we’ll help you rebuild customer success so it actually drives retention, not just tasks.