Understand exactly what's broken in your client experience and walk away with a personalized plan to fix it, keep clients longer, and build revenue that compounds instead of resets.
The retention Roadmap
Understand exactly what's broken in your client experience and walk away with a personalized plan to fix it, keep clients longer, and build revenue that compounds instead of resets.
2 calls + 30 days of support
2 calls + 30 days of support
The retention Roadmap
You've done the work, signed clients, delivered results, built something real. But somewhere between the sale and the finish line, something is slipping.
Clients aren't renewing the way you'd hoped. Referrals feel random rather than consistent. And every month, you're left guessing what's coming in next.
It's not that business is bad. It's that it's unpredictable, and unpredictable is exhausting when you've already done everything right.
You don't need to work harder. You need a clear map of exactly where your client journey is breaking down, and a specific plan to fix it.
That's exactly what the Retention Roadmap delivers.
You're making money. You just can't count on it.
What You Get Inside the Retention Roadmap
Two focused calls, a complete client journey analysis, and 30 days of direct access as you implement.
We map your full client journey together and identify every place clients are dropping off or disengaging, so you know exactly what to fix before we build anything.
60-min Kickoff +
Discovery Call
1
A comprehensive audit of your client experience through the REVENUE Framework, every stage examined, every gap identified, every opportunity named.
Full Client
Journey Analysis
2
Not a generic list of recommendations. A sequenced, prioritized plan built specifically for your business, so you know what to do first and why it matters most.
Personalized Customer Success Roadmap
Templates, frameworks, and next steps you can implement the moment our second call ends, no waiting, no guesswork, no starting from scratch.
Retention + Revenue
Playbook
4
Monday through Thursday, direct access to ask questions and get real-time feedback as you implement. This is where most programs leave you alone. This one doesn't.
30 Days of
Telegram Support
5
After you've started implementing, we reconnect to review what's working, adjust what isn't, and make sure your retention systems are solid before we close out.
60-min Follow-Up and Strategy Session
6
3
what happens after you book?
Once you book, you'll receive a short questionnaire so we can make the most of our time together. From there we'll schedule your Kickoff Call and get started. Following our two calls, you'll receive your complete Retention + Revenue Playbook with your personalized roadmap, templates, and implementation next steps. Your 30 days of Telegram support begins immediately after your second call, so you have expert guidance as you move into implementation.
This is for you if you're a six-figure solopreneur who knows something in your client experience isn't working but isn't sure what to fix first, your revenue fluctuates more than it should given everything you're putting in, you want a deep analysis of your specific client journey rather than generic advice, and you're ready to implement the changes yourself once you have a clear, sequenced plan in your hands.
This program is for you if…
is this the right fit for you?
But it’s not for you if…
This is not the right fit if you're just getting started and don't yet have a client journey to audit, you're looking for someone to implement the changes for you, or you're not ready to take action on the roadmap once it's built.
the revenue framework
The REVENUE Framework is the methodology behind everything I do. It's a proven system designed to help founders install the retention infrastructure that transforms their client experience into a consistent driver of retention, referrals, expansion, and long-term growth.
Learn More About the REVENUE Framework
Instead of rebuilding revenue from scratch every month, founders using this framework create momentum through client success.
The Retention Roadmap is a full audit of your business through the lens of the REVENUE™ Framework. We walk through all seven stages. Revenue Visibility, Experience Design, Value Realization, Engagement and Retention, Network Expansion, Upsell Opportunities, and Engine Optimization. We'll identify exactly which stages are creating the most friction and revenue leakage in your specific business. Your personalized roadmap maps directly to the framework so every action you take is strategic and sequenced correctly.
the revenue framework
The REVENUE Framework is the methodology behind everything I do. It's a proven system designed to help founders install the retention infrastructure that transforms their client experience into a consistent driver of retention, referrals, expansion, and long-term growth.
"Before working with Natalie I had no idea there were gaps in my client experience. After one conversation she identified exactly where my clients were losing confidence during the process and gave me a clear plan to fix it. My clients feel taken care of in a way they didn't before, and I feel like I finally have a system that runs without me having to think about it."
— Natalie Puglisi, Online Business Attorney
Frequently asked questions
How is this different from the Revenue Strategy Intensive?
The Revenue Strategy Intensive identifies your single biggest revenue leak and gives you a 90-day action plan in one session. The Retention Roadmap goes deeper, we map your entire client journey, audit every stage of the REVENUE™ Framework, and build a comprehensive implementation plan with 30 days of support as you execute.
Do I need to have done the Revenue Strategy Intensive first?
No. The Retention Roadmap is a standalone engagement. If you've already completed the Intensive, those results give us a strong head start, but it's not a requirement.
What if I need more support after the 30 days?
The 30 days is designed to get you confidently into implementation. If you want more hands-on support beyond that, we can talk about what makes sense for where you are at that point.
How much time does implementation actually take?
It depends on what we find, but most founders discover that having a clear, sequenced plan makes implementation significantly faster than trying to figure it out alone. You're not starting from scratch. You're following a roadmap built specifically for your business.
Stop guessing what's coming in next month. Start building revenue you can count on.
You've been running your client experience without a clear map of where it's working and where it isn't. The Retention Roadmap hands you that map, and puts the plan to fix it directly in your hands.
Not sure yet? Book a quick call with me HERE to find out if this is the right fit.
book your session today
$1,500
The Investment
1 payment of
Hi, I’m Natalie!
I built my career scaling companies to $50M ARR and now I use everything I learned to get founders like you off the revenue rollercoaster for good.
I work with 6-figure female founders to install the retention systems that create predictable monthly revenue, and I partner with early-stage and growth-stage startups as a Fractional Customer Success Leader to build the revenue infrastructure that makes scaling sustainable.
I left corporate to design a life aligned with my values, and everything I build now exists to help others do the same.
Predictable revenue creates spacious leadership. Spacious leadership creates time freedom. Time freedom is what lets you actually live a life you're lit up by.