Strategic Customer Success & Sales Support Proposal

Strategic Customer Success & Sales Support Proposal
Prepared by Montelle Ilelaboye, founder of Ara Consults
July 2024
Your Vision, Our Support
FinOps Squad is growing and evolving in exciting ways:
New Tiered Business Model
Shifting from time-based billing to structured program packages with clear progression paths for clients
Cohort-Based Learning
Creating intimate groups of 10-15 founders at various growth stages (6-figure to 7-figure+)
Global Scaling Potential
Building from Pivot Program (entry-level) through to FOS Mastermind (premium offering with global travel)
This evolution creates both opportunity and complexity in how you deliver exceptional client experiences.
Your Customer Success Challenges
As you scale your new program-based model, several critical customer success challenges emerge:
1
Live Virtual Session Delivery
Managing live webinars, participant engagement, and technical aspects simultaneously divides your attention from delivering high-value content
2
Client Follow-up
Ensuring timely, personalised communication with prospects and participants becomes increasingly difficult as cohort sizes grow
3
Systems Integration
Implementing and optimising Go High Level or similar platforms requires technical expertise that diverts focus from your core offering
4
Scaling Experience
Maintaining the high-touch, personalised experience that differentiates your services becomes harder as you expand globally
These challenges are common inflection points for founders transitioning from service-based to program-based business models. They're also the areas where our collaboration can create immediate value.
Why Work With Ara Consults?
Strategic Partnership
We don't just execute tasks—we become a strategic partner invested in your customer experience and team success.
Tailored Systems
Every business is unique. Our done-for-you systems are custom-built for your specific processes and client journey.
Professional Presence
We represent your business with the polished, professional touch that builds client trust from first interaction.
You get seamless onboarding that saves hours each month and reduces stress, allowing you to focus on growth while we handle the details.
Partnership Overview:
Virtual Delivery Excellence
Professional moderation, technical management, and engagement optimisation for all your live sessions
Seamless Sales Support 
Structured communication to nurture prospects and support existing clients at every stage.
Process Documentation
Comprehensive SOPs and training materials that ensure consistent client experiences across all touchpoints
Success Metrics
Regular reporting on engagement, satisfaction, and conversion metrics to continuously refine your offerings
Why This Approach Works
Our proposed partnership aligns perfectly with your current business evolution because:
It scales with your tiered program structure, providing appropriate support at each level
It frees you to focus on your zone of genius: financial strategy and high-level guidance
It creates consistency in client experience while you develop and refine your program content
It leverages our existing expertise with systems like Go High Level that you're considering implementing
Most importantly, this approach allows you to deliver premium client experiences from day one, establishing your new programs as best-in-class offerings.
Partnership Structure + Pricing: 
Stage 1: Trial Project
A single webinar collaboration to demonstrate value and refine my approach
Scope: Full webinar moderation + follow-up sequence
Timeline: Your next scheduled session (tentatively late July)
Deliverables: Moderation, participant engagement, follow-up calls + emails, and brief performance report

Investment: £300 flat fee + commission for sign ups post follow up (trial period rates).
Stage 2: Program Launch Support
Comprehensive support for your full program launch in August/September
Scope: Weekly webinars, email sequences, client onboarding, basic systems setup
Timeline: 4-week program duration
Deliverables: All client-facing communications, session support, and engagement tracking during the launch and course duration

Investment: Fixed Project-based fee from £1,500 (based on a 4-week duration).
Stage 3: Full CX Management & Sales Support 
End-to-end customer success management and retention support 
Fully managed inbox support
Live sessions (training, client webinar, onboarding calls, etc)
Inbound lead follow-up + handover systems
Monthly/Quarterly client check-ins
Feedback, churn risk & retention workflows
Seamless onboarding systems 
Custom SOP library and templates 
Recorded product trainings and walkthroughs
Branded resources and materials 

Investment: Starting from £3,000 ongoing retainer 

Expected Outcomes & Benefits
Time Reclaimed
Estimate: 10-15 hours/week freed for high-value activities like content creation, strategic planning, and sales conversations
Enhanced Experience
More professional, consistent client touchpoints leading to higher satisfaction rates and stronger testimonials
Improved Conversion
Better follow-up processes typically yield 15-25% improvement in program enrollment rates from webinar attendees
Accelerated Growth
Faster scaling of your tiered offerings with systems that support seamless client progression through your value ladder
Next Steps
To move forward with our collaboration, here's a simple action plan:
1
Review This Proposal
Consider how this partnership aligns with your vision for the  FOS offerings
2
Schedule Decision Call
Brief 15-minute call to address any questions and confirm next steps
3
Confirm Trial Webinar
Select your next webinar date for our initial trial partnership
4
Share Program Details
Provide access to existing materials and structure to enable proper preparation
Ready to Transform Your Client Experience?
I'm excited about the possibility of supporting your business evolution and creating exceptional experiences for your clients.
To schedule our next conversation, please email me at:
montelle@araconsults.com
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