UpwardVX helps B2B startups scale post-sales growth through systems, automation, and playbooks—without bloated headcount or scattered CS efforts.
We’ll identify 3 untapped expansion or retention levers in 25 minutes.
The Problem
Most B2B companies treat Customer Success like a reactive support arm.
- But if your CS team isn’t driving renewals and expansion, you’re leaving serious revenue on the table.
- CS isn’t just about reducing churn. It’s your hidden growth engine. You just need the right systems to unlock it.
What We Do
Upward Ventures turns your Customer Success motion into a scalable, predictable revenue engine. We do it through hands-on systems work—not vague consulting decks.
📦 CS Systems Sprint (30 Days)
Audit and re/build your post-sales engine.
- Map your current CS lifecycle, handoffs, and gaps
- Automate key workflows for onboarding, renewals, and expansion
- Deliver a plug-and-play CS playbook + system design that your team can execute tomorrow
→ Ideal for: Seed to Series B startups needing clarity and structure
Result: Clarity, consistency, and compounding retention
⚙️ Revenue Enablement Stack
Upgrade your tools and triggers.
- Evaluate and align CS tooling (e.g., Catalyst, Vitally, HubSpot)
- Build health scores, alerts, and in-app CS ops flows
- Layer in automated nudges, renewal prep, and exec visibility
→ Ideal for: Growing CS teams with scattered processes
Result: Less guesswork, more expansion
👤 Fractional CS Ops (RaaS)
Ongoing hands-on execution for 3+ months.
- Monthly sprints focused on one revenue lever at a time
- On-demand builder + strategist + operator in one
- Reports, workflows, playbooks—done for you
→ Ideal for: Leaders who need leverage, not headcount
Result: You focus on strategy—we build the machine
Why Upward Ventures
- 🚀 Built CS + RevOps functions from scratch at multiple startups
- 🧠 Operate with product sense, not just CS theory
- 📊 Obsessed with outcomes—retention, expansion, NRR
“Working with Upward felt like adding a RevOps co-founder, not a consultant.”
👤 Meet the Operator Behind Upward Ventures →
Trusted by Teams From:
- Adtech, SaaS, and marketplace startups
- Operators tired of slides and inaction
🚀 Let’s find your next 3 revenue unlocks hiding in CS.
Whether we partner or not, you’ll leave with tactical wins and a clear direction.
🗓️ Book a FREE Discovery Call →
📬 Start a Conversation Via Email →
Thanks for scrolling. Let’s build something with clarity and purpose.
© Siddharth Shah
Upward Ventures · Turning Product Success into Revenue Engines