Customer Success. Simplified.

We rebuild Customer Success around adoption, measurable outcomes, and business value clarity.

Customer Success. Simplified.

We rebuild Customer Success around adoption, measurable outcomes, and business value clarity.

Smarter companies are moving to measurable success.

"Today’s Customer Success is under scrutiny. We bring back clarity, credibility, and measurable impact."

Mike Carter

Ceo & Co-founder

Mike Carter

Ceo & Co-founder

70% of CS programs fail to prove outcomes at scale

0%

70% of CS programs fail to prove outcomes at scale

0%

70% of CS programs fail to prove outcomes at scale

0%

80% of executives cannot tie adoption to ROI

0%

80% of executives cannot tie adoption to ROI

0%

80% of executives cannot tie adoption to ROI

0%

$1T+ SaaS revenue at risk

0T

$1T+ SaaS revenue at risk

0T

$1T+ SaaS revenue at risk

0T

Explore case studies that redefine Customer Success

I share highlights from Microsoft, Cisco, Splunk, and Dell where I created strategies that turned adoption into clear outcomes.

Built for What Works

We redesign Customer Success for results, no jargon, no chaos, no wasted time. Unite adoption, outcomes, and value so teams move faster, stay credible, and deliver growth.

Value realization made simple

Governance oversight for leaders

Adoption Playbooks

  • Value Realization Framework

    Outcomes Defined

    Strategy

    Approved

    Goals Aligned

    Adoption Metrics

    Usage

    High Risk

    Approved

    Adoption Gap

    Value Proof Points

    Impacts

    Approved

    ROI Validated

    Retention Signals

    Health

    Pending

    Renewal Risk

    Growth Opportunities

    Expansion

    Approved

    Upsell Potential

    1 high-risk gap

    Take Action

    Export

    Value Realization Framework

    Outcomes Defined

    Strategy

    Approved

    Goals Aligned

    Adoption Metrics

    Usage

    Flagged

    Approved

    Adoption Gap

    Value Proof Points

    Impact

    Approved

    ROI Validated

    Retention Signals

    Health

    Pending

    Renewal Risk

    Growth Opportunties

    Expansion

    Approved

    Upsell Potential

    1 high-risk gap

    Take Action

    Export

    Value Realization Framework

    Outcomes Defined

    Strategy

    Approved

    Goals Aligned

    Adoption Metrics

    Usage

    Flagged

    Approved

    Adoption Gap

    Value Proof Points

    Impact

    Approved

    ROI Validated

    Retention Signals

    Health

    Pending

    Renewal Risk

    Growth Opportunties

    Expansion

    Approved

    Upsell Potential

    1 high-risk gap

    Take Action

    Export

    We deliver value realization frameworks that align metrics to financial results, helping executives prove ROI and sustain retention.

  • Governance Oversight

    Executive Alignment

    7/10

    87%

    Risk Reviews

    4/8

    64%

    Board Reporting

    6/12

    38%

    Compliance Checks

    9/10

    9

    8

    6

    5

    4

    3

    %

    Accountability Metrics

    11/20

    63%

    Decision Cadence

    14/18

    54%

    Edit budget

    Spend breakdown

    Set alerts

    Duplicate

    Archive

    Edit budget for Finance department?

    The current monthly budget is $44,300.

    Please enter

    the new amount.

    0.00

    Cancel

    Confirm

    Governance Oversight

    Executive Alignment

    7/10

    87%

    Risk Reviews

    4/8

    64%

    Board Reporting

    6/12

    38%

    Compliance Checks

    9/10

    9

    8

    6

    5

    4

    3

    %

    Accountability Metrics

    11/20

    63%

    Decision Cadence

    14/18

    54%

    Edit budget

    Spend breakdown

    Set alerts

    Duplicate

    Archive

    Edit budget for Finance department?

    The current monthly budget is $44,300.

    Please enter

    the new amount.

    0.00

    Cancel

    Confirm

    Governance oversight

    Executive Alignment

    7/10

    87%

    Risk Reviews

    4/8

    64%

    Board Reporting

    6/12

    38%

    Compliance Checks

    9/10

    5

    3

    2

    2

    1

    0

    9

    8

    6

    5

    4

    3

    %

    Accountability Metrics

    11/20

    63%

    Decision Cadence

    14/18

    54%

    Edit budget

    Spend breakdown

    Set alerts

    Duplicate

    Archive

    Edit budget for Finance department?

    The current monthly budget is $44,300.

    Please enter

    the new amount.

    0.00

    Cancel

    Confirm

    Governance oversight

    Executive Alignment

    7/10

    87%

    Risk Reviews

    4/8

    64%

    Board Reporting

    6/12

    38%

    Compliance Checks

    9/10

    5

    3

    2

    2

    1

    0

    9

    8

    6

    5

    4

    3

    %

    Accountability Metrics

    11/20

    63%

    Decision Cadence

    14/18

    54%

    Edit budget

    Spend breakdown

    Set alerts

    Duplicate

    Archive

    Edit budget for Finance department?

    The current monthly budget is $44,300.

    Please enter

    the new amount.

    0.00

    Cancel

    Confirm

    We provide governance models that give boards transparency, embed accountability, and link Customer Success directly to measurable outcomes.

  • Adoption playbook reports

    Onboarding framework

    Executive Alignment Plan – Phase 1

    July 18, 2025

    Engagement design

    Usage Milestone Map – First 90 Days

    July 3, 2025

    Generate report

    Downloading report

    Download complete!

    Adoption playbook reports

    Onboarding framework

    Executive Alignment Plan – Phase 1

    July 18, 2025

    Engagement design

    Usage Milestone Map – First 90 Days

    July 3, 2025

    Generate report

    Downloading report

    Download complete!

    Adoption playbook reports

    Onboarding framework

    Executive Alignment Plan – Phase 1

    July 18, 2025

    Engagement design

    Usage Milestone Map – First 90 Days

    July 3, 2025

    Generate report

    Downloading report

    Download complete!

    We design adoption playbooks that guide customer journeys, accelerate engagement, and enable consistent outcomes across global enterprises.

Enterprise experience that delivers measurable outcomes

Enterprise experience that delivers measurable outcomes

Enterprise experience that delivers measurable outcomes

Built Copilot's global Customer Success strategy for the Fortune 100, aligning adoption and retention with value proof executives trust at scale.

Micrsoft: Driving Customer AI Adoption & Value

Built Copilot's global Customer Success strategy for the Fortune 100, aligning adoption and retention with value proof executives trust at scale.

Micrsoft: Driving Customer AI Adoption & Value

Built Copilot's global Customer Success strategy for the Fortune 100, aligning adoption and retention with value proof executives trust at scale.

Micrsoft: Driving Customer AI Adoption & Value

I built framework that launched Cisco Success Tracks, an adoption model in CX Cloud that sped deployment simplified operations and drove retention and measurable value at scale.

Cisco: Monetizing Customer Success

I built framework that launched Cisco Success Tracks, an adoption model in CX Cloud that sped deployment simplified operations and drove retention and measurable value at scale.

Cisco: Monetizing Customer Success

I built framework that launched Cisco Success Tracks, an adoption model in CX Cloud that sped deployment simplified operations and drove retention and measurable value at scale.

Cisco: Monetizing Customer Success

Designed frameworks and renewal strategies that stabilized performance, improved retention, and enabled measurable growth across enterprises now.

Splunk: Building Value Realization Frameworks

Designed frameworks and renewal strategies that stabilized performance, improved retention, and enabled measurable growth across enterprises now.

Splunk: Building Value Realization Frameworks

Designed frameworks and renewal strategies that stabilized performance, improved retention, and enabled measurable growth across enterprises now.

Splunk: Building Value Realization Frameworks

Redefining how Success delivers outcomes

Customer Success bloated with noise and jargon. We simplify into Delivery Success, with frameworks and leadership that prove adoption, value, and measurable results

Adoption Plans

We build adoption playbooks defining milestones, tracking usage, and turning activity into outcomes

Adoption Plans

We build adoption playbooks defining milestones, tracking usage, and turning activity into outcomes

Adoption Plans

We build adoption playbooks defining milestones, tracking usage, and turning activity into outcomes

Value Models

We design frameworks that link adoption to ROI, providing executives and boards proof of value

Value Models

We design frameworks that link adoption to ROI, providing executives and boards proof of value

Value Models

We design frameworks that link adoption to ROI, providing executives and boards proof of value

Governance Models

We embed governance models that align priorities, provide transparency, and ensure accountability

Governance Models

We embed governance models that align priorities, provide transparency, and ensure accountability

Governance Models

We embed governance models that align priorities, provide transparency, and ensure accountability

Fractional Leadersiop

We step in as fractional leaders, driving alignment, operating rigor, and measurable delivery

Fractional Leadersiop

We step in as fractional leaders, driving alignment, operating rigor, and measurable delivery

Fractional Leadersiop

We step in as fractional leaders, driving alignment, operating rigor, and measurable delivery

The AVR shift—built on real experience

The AVR shift—built on real experience

The AVR shift—built on real experience

Discover how real experience is redefining measurable customer value.

Discover how real experience is redefining measurable customer value.

Discover how real experience is redefining measurable customer value.

Microsoft

Head of WW Customer Success

"While leading Customer Success for Microsoft’s Modern Work business, I helped design frameworks that turned Copilot adoption into measurable impact and enterprise clarity."

70%

Fortune 500 Copilot adoption

3x

Faster time-to-value through Unified Success frameworks

Splunk

SVP Global Customer Success

“At Splunk, I led the renewal and adoption transformation that brought discipline, transparency, and measurable value back to Customer Success execution.”

4%

Renewal Rate Increase

1.5x

Increase in scale coverage

Dell Secureworks

VP Global Customer Sucess

“At SecureWorks, I built the company’s first global Customer Success organization, accelerating onboarding and time-to-value ahead of its IPO.”

81%

Faster time-to-value

18%

Revnue recognition acceleration

Microsoft

Head of WW Customer Success

"While leading Customer Success for Microsoft’s Modern Work business, I helped design frameworks that turned Copilot adoption into measurable impact and enterprise clarity."

70%

Fortune 500 Copilot adoption

3x

Faster time-to-value through Unified Success frameworks

Splunk

SVP Global Customer Success

“At Splunk, I led the renewal and adoption transformation that brought discipline, transparency, and measurable value back to Customer Success execution.”

4%

Renewal Rate Increase

1.5x

Increase in scale coverage

Dell Secureworks

VP Global Customer Sucess

“At SecureWorks, I built the company’s first global Customer Success organization, accelerating onboarding and time-to-value ahead of its IPO.”

81%

Faster time-to-value

18%

Revnue recognition acceleration

Microsoft

Head of WW Customer Success

"While leading Customer Success for Microsoft’s Modern Work business, I helped design frameworks that turned Copilot adoption into measurable impact and enterprise clarity."

70%

Fortune 500 Copilot adoption

3x

Faster time-to-value through Unified Success frameworks

Splunk

SVP Global Customer Success

“At Splunk, I led the renewal and adoption transformation that brought discipline, transparency, and measurable value back to Customer Success execution.”

4%

Renewal Rate Increase

1.5x

Increase in scale coverage

Dell Secureworks

VP Global Customer Sucess

“At SecureWorks, I built the company’s first global Customer Success organization, accelerating onboarding and time-to-value ahead of its IPO.”

81%

Faster time-to-value

18%

Revnue recognition acceleration

How AI adoption success plans accelerated enterprise usage and delivered $1.6B in measurable revenue impact at scale

$1.6B

Annual revenue impact from AI adoption success planning

“Customer Success at Microsoft evolved from adoption management to value engineering — proving that structure, measurement, and clarity can turn innovation into tangible business outcomes.”

man wearing inner dress shirt with black blazer standing outside at daytime

Mike Carter

Customer Success Executive

37%

Increase in enterprise AI adoption at scale

How AI adoption success plans accelerated enterprise usage and delivered $1.6B in measurable revenue impact at scale

$1.6B

Annual revenue impact from AI adoption success planning

“Customer Success at Microsoft evolved from adoption management to value engineering — proving that structure, measurement, and clarity can turn innovation into tangible business outcomes.”

man wearing inner dress shirt with black blazer standing outside at daytime

Mike Carter

Customer Success Executive

37%

Increase in enterprise AI adoption at scale

How AI adoption success plans accelerated enterprise usage and delivered $1.6B in measurable revenue impact at scale

$1.6B

Annual revenue impact from AI adoption success planning

“Customer Success at Microsoft evolved from adoption management to value engineering — proving that structure, measurement, and clarity can turn innovation into tangible business outcomes.”

man wearing inner dress shirt with black blazer standing outside at daytime

Mike Carter

Customer Success Executive

37%

Increase in enterprise AI adoption at scale

Ideas, insights, and frameworks from our field

From industry trends to thought leadership — stay in the loop with how Customer Success is evolving, and explore the articles, research, and insights shaping adoption and value today.

Start with structure, lead with clarity

AVR helps modern organizations drive results with proven frameworks, measurable outcomes, and execution where it matters most.

Expert foundation

Built on decades of experience designing and leading global programs.

Ready for growth

For teams seeking clarity and direction, no jargon, no confusion.

Atlanta, Georgia (GA), USA

@ 2025 AVR CX LLC. All rights reverved

AVR CX is a customer success and business strategy advisory, not a software vendor, lender, or financial intermediary. The services provided by AVR Consulting are designed for organizational use and exclude payment processing, credit issuance, or fund management. AVR’s frameworks are built to improve visibility, execution, and decision-making across customer value programs, and should not be interpreted as legal, financial, or compliance advice, nor as a substitute for professional consulting or accounting guidance.

Access to AVR Consulting’s materials is subject to our Terms of Use and Privacy Policy. Information shared through our services is handled in compliance with applicable data protection laws and protected using enterprise-grade security measures. AVR Consulting makes no representations regarding compliance outcomes, revenue performance, or contractual guarantees resulting from use of its materials or recommendations.

All partner integrations and shared frameworks are provided “as is,” and AVR Consulting assumes no responsibility for the accuracy, longevity, or continued availability of referenced tools. AVR Consulting does not deliver software implementation, accounting, or tax services unless explicitly agreed upon through a signed engagement. Use of AVR deliverables may involve analyzing proprietary or confidential data. Clients are responsible for verifying their own data accuracy and maintaining compliance with relevant corporate, legal, or industry standards. AVR Consulting is not liable for any losses resulting from data errors, reporting delays, or misinterpretations of recommendations provided.

The AVR CX framework is intended solely for enterprise and organizational use. Access to features such as strategic playbooks, AI-driven diagnostics, and performance benchmarking may vary depending on engagement scope and region. Any forward-looking insights, analyses, or models are for informational purposes only and should not be solely relied upon when making business decisions.

AVR CX LLC is a privately held company registered in the United States of America. For questions regarding service engagement, intellectual property, or data handling, please visit our Help Center or contact support@avrconsulting.com

Atlanta, Georgia (GA), USA

@ 2025 AVR CX LLC. All rights reverved

AVR CX is a customer success and business strategy advisory, not a software vendor, lender, or financial intermediary. The services provided by AVR Consulting are designed for organizational use and exclude payment processing, credit issuance, or fund management. AVR’s frameworks are built to improve visibility, execution, and decision-making across customer value programs, and should not be interpreted as legal, financial, or compliance advice, nor as a substitute for professional consulting or accounting guidance.

Access to AVR Consulting’s materials is subject to our Terms of Use and Privacy Policy. Information shared through our services is handled in compliance with applicable data protection laws and protected using enterprise-grade security measures. AVR Consulting makes no representations regarding compliance outcomes, revenue performance, or contractual guarantees resulting from use of its materials or recommendations.

All partner integrations and shared frameworks are provided “as is,” and AVR Consulting assumes no responsibility for the accuracy, longevity, or continued availability of referenced tools. AVR Consulting does not deliver software implementation, accounting, or tax services unless explicitly agreed upon through a signed engagement. Use of AVR deliverables may involve analyzing proprietary or confidential data. Clients are responsible for verifying their own data accuracy and maintaining compliance with relevant corporate, legal, or industry standards. AVR Consulting is not liable for any losses resulting from data errors, reporting delays, or misinterpretations of recommendations provided.

The AVR CX framework is intended solely for enterprise and organizational use. Access to features such as strategic playbooks, AI-driven diagnostics, and performance benchmarking may vary depending on engagement scope and region. Any forward-looking insights, analyses, or models are for informational purposes only and should not be solely relied upon when making business decisions.

AVR CX LLC is a privately held company registered in the United States of America. For questions regarding service engagement, intellectual property, or data handling, please visit our Help Center or contact support@avrconsulting.com

Atlanta, Georgia (GA), USA

@ 2025 AVR CX LLC. All rights reverved

AVR CX is a customer success and business strategy advisory, not a software vendor, lender, or financial intermediary. The services provided by AVR Consulting are designed for organizational use and exclude payment processing, credit issuance, or fund management. AVR’s frameworks are built to improve visibility, execution, and decision-making across customer value programs, and should not be interpreted as legal, financial, or compliance advice, nor as a substitute for professional consulting or accounting guidance.

Access to AVR Consulting’s materials is subject to our Terms of Use and Privacy Policy. Information shared through our services is handled in compliance with applicable data protection laws and protected using enterprise-grade security measures. AVR Consulting makes no representations regarding compliance outcomes, revenue performance, or contractual guarantees resulting from use of its materials or recommendations.

All partner integrations and shared frameworks are provided “as is,” and AVR Consulting assumes no responsibility for the accuracy, longevity, or continued availability of referenced tools. AVR Consulting does not deliver software implementation, accounting, or tax services unless explicitly agreed upon through a signed engagement. Use of AVR deliverables may involve analyzing proprietary or confidential data. Clients are responsible for verifying their own data accuracy and maintaining compliance with relevant corporate, legal, or industry standards. AVR Consulting is not liable for any losses resulting from data errors, reporting delays, or misinterpretations of recommendations provided.

The AVR CX framework is intended solely for enterprise and organizational use. Access to features such as strategic playbooks, AI-driven diagnostics, and performance benchmarking may vary depending on engagement scope and region. Any forward-looking insights, analyses, or models are for informational purposes only and should not be solely relied upon when making business decisions.

AVR CX LLC is a privately held company registered in the United States of America. For questions regarding service engagement, intellectual property, or data handling, please visit our Help Center or contact support@avrconsulting.com