Strategic Advisory & Consulting

With clinical expertise in Customer Success, we help businesses maximize the best source of efficient revenue — your existing customers!

What people are saying.

  • "Ruben is the real-deal. He lives out what it means to actually be human-first in the tech industry. Not an easy feat. I myself have been the beneficiary of his thoughtful insights and counsel. Combined with a deep knowledge of all things customer success, he’s had a big impact on our customers, our business and the entire customer success industry. If you need to elevate your game or improve your operational performance with your team in mind, engage Ruben now."

    — Nick Mehta, Chairman & CEO, Gainsight

  • "We eagerly leveraged Ruben’s extraordinary expertise in customer success and his go-to-market experience to help drive additional value for our portco. His ability to engage directly with operational leaders and their teams, quickly win their trust, dissect problems, and provide significantly impactful action plans was astounding. The work had a significant impact on the business."

    — Sachin Sanghvi, VP Operations, K1 Investment Management

  • “At a critical point in our maturity, Ruben provided much needed advice and delivered a foundational customer strategy that we are still benefiting from today. I have literally entrusted him with my business, more than once.”

    — Bret Larsen, Executive Chairman & Co-Founder, eVisit

Action-Oriented

“You don’t have the luxury of picking and choosing your objectives, especially in tight economic times. You must hit all 5 of these if you want to thrive, and not just survive. Companies must:

  • Maintain Growth

  • Minimize Churn

  • Do More with Less

  • Drive Expansion

  • Improve Customer Advocacy & References”

-Ruben Rabago, Founder & Chief Advisor

We will methodically diagnose where you are now and will work together to drive Customer Success at Scale. We provide proven strategies and playbooks, ensuring you are maximizing customer value in a way that is repeatable and tailored for your business.

Who We Serve

  • Private Equity, Venture Capital Firms:

    • Improve the performance of your portfolio companies through proven Customer Success best practices, or augment your Operating Partner team

    • Deep due diligence expertise in Customer Success in assessing risks and opportunities of your potential investments

  • Boards, CEOs, GTM and Customer Success Leaders:

    • “Assurance policy” on how best to execute, navigate, define, and hit your Customer Success KPIs while leveling-up your team’s leadership capabilities

    • Improve your team’s capabilities of better engaging customer stakeholders and taking more meaningful actions

  • Team Building & Sales Kickoffs:

    • Customer-centric keynote, guest speaker or workshop-leader for your next Team meeting or Sales-Kickoff

The ROI of Working With Us:

Revenue Growth

Operational Efficiency

Recession-Proofing Action Plans

Improve Customer Retention & Renewals

Improve Install-Base Expansion

Maximize Customer Value & References

Scalable and Repeatable Playbooks, Tailored for Your Business

Enable, Train, and Coach Your Team for Sustainable Growth

Next Steps

Intro Call

We’ll begin with a complimentary call to discuss your needs and how working with Customer Revelations could impact you and your business.

Discovery & Initial Action Plan

Following our intro call, we’ll dive deeper into your pressing needs and build out an initial action plan.

Engagement

We’ll craft a Scope of Work unique to your challenges, leading us to a formal engagement that will result in findings, recommendations, actionable strategies, and tactical playbooks.