Services

Transform your operations, revenue, and growth with strategic consulting tailored to your stage

Whether you’re scaling fast or streamlining operations, Consultara delivers clarity, structure, and results — without the fluff.

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CX & CS Strategy

  • Designing and implementing full customer lifecycle strategies

  • Building or optimizing customer success frameworks

  • Reducing churn and boosting retention metrics (GRR, NRR)

  • Establishing KPIs and dashboards for CX health tracking

  • Financial statement preparation

  • Audit reports for regulatory/debt covenant requirements

Fractional Work

  • Interim VP of CS, Support, OPs, Audit, Treasury/Finance

  • Interim Systems Architect 

  • Fractional Systems Administration (Hubspot, Salesforce, Gong, Salesloft, Zendesk, etc.)

  • Fractional executive services for strategic initiatives or turnarounds.

  • Fractional Accounting (Full-cycle, technical advisory, forensic, business tax planning, etc.)

  • Enterprise risk management

Support Operations

  • Support org redesign

  • BPO/vendor strategies & management

  • AI Strategy

    • AI Co-Pilots

    • Bot Strategy 

  • Implementing tools and processes to reduce caseload and TTFR

  • Training and upskilling internal support teams

  • Ticketing system improvements

  • Establishing KPIs and dashboards

GTM & Revenue Enablement

  • Aligning product, marketing, and CS on GTM strategy

  • Lead management & funnel optimization

  • Sales development / Demand generation processes

  • Sales playbooks

  • ARR growth via upsell/cross-sell opportunity design

  • Forecasting and revenue retention modeling

  • KPI definition + reporting design

Looking for something else?

Reach out and ask—there’s a chance we can provide it.

Contact us

M&A Integration Consulting

  • Post-merger customer success, software, process integration strategy

  • Retention planning for inherited customer bases

  • Operational harmonization across product, support, and success

  • Change impact assessments

CRM/BizOps software consulting

  • Salesforce (Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Einstein AI, CPQ, Revenue Cloud, etc.)

  • Zendesk (Support, Chat, Talk, Guide, Explore, Sell, Advanced AI, etc.) 

  • HubSpot (Marketing, Sales, Service, etc.)

  • Atlassian (Jira Software/Service Management, Confluence, Trello, etc.) 

  • Accounting (NetSuite, Quickbooks, Freshbooks, Xero, Sage, etc.

  • Data visualization (Tableau, Power BI, Google Charts, Grafana, etc.)

  • Sales engagement (Salesloft, Gong, Outreach, etc.)

  • Work management (Asana, Wrike, Monday, Notion, SmartSheet, etc.) 

  • Collaboration tools (Google Suite, Microsoft Suite, Slack, etc.)

Scalable Process Design & Operational Efficiency

  • Lean/Six Sigma-based audits and optimizations

  • Automation planning and tech implementation

  • Organizational design and cross-functional team alignment

  • Financial modeling

  • Financial/Accounting controls (segregation of duties)

Executive & Leadership Coaching

  • Coaching leaders on strategic planning and stakeholder management

  • Insights/DiSC facilitation 

  • Building high-performance leadership teams

  • Board and C-level communication strategies

  • IPO readiness (SOX training)

AI Strategy & Deployment

  • Opportunity assesments

  • Readiness & data maturity evaluation

  • Implementation roadmap & design

  • Integration, workflow design, & deployments