SummitAdvisory

Proposal 024

Prepared for Northline Foods

Make every renewal feel inevitable.

A twelve-week customer operating system that turns scattered account knowledge into visible risk, owned action, and a repeatable path to expansion.

Prepared by
Summit Advisory
Engagement
Customer growth system
Valid until
18 September 2026
02

The opportunity

Northline has the relationships. The operating picture arrives too late.

Renewal risk is spread across call notes, support threads, product usage, and the memory of each account lead. By the time the quarterly review brings it together, the window to change the outcome has narrowed.

Proposed outcome

One weekly view of renewal confidence, evidence, owner, and next move.

100%of priority accounts with a named next action
< 48hfrom a risk signal to an accountable owner
1 viewfor customer, product, support, and leadership
03

What we heard

The current system asks good people to reconstruct the same account.

“The renewal review is the first time I see the product and support story together.” VP Customer Success
“We know an account is drifting, but not who is changing the trajectory this week.” Regional account director
04

The engagement

Three phases, each ending in something the team can use.

  1. Weeks 01–0301

    See the system

    Map the renewal journey, evidence sources, decision points, and current handoffs.

    • Operating-system map
    • Signal inventory
    • Baseline measures
  2. Weeks 04–0802

    Build the weekly rhythm

    Design the shared view, account review, escalation path, and ownership model.

    • Renewal confidence model
    • Weekly review format
    • Escalation rules
  3. Weeks 09–1203

    Prove it in practice

    Run the system on twelve live accounts, repair friction, and hand over the playbook.

    • Pilot facilitation
    • Manager coaching
    • Final playbook
05

What you receive

A working operating system, not a recommendations deck.

01

Renewal control room

A live account view with confidence, evidence, owner, and next action.

02

Weekly review

A 45-minute agenda that turns signals into decisions and commitments.

03

Escalation map

Clear thresholds for when product, support, finance, or leadership enters.

04

Manager playbook

Definitions, coaching prompts, examples, and measures for ongoing use.

Investment and terms

A fixed twelve-week engagement.

The fee covers discovery, design, pilot facilitation, working sessions, and handover. Travel or third-party software, if requested, is agreed in writing before purchase.

Professional fee $84,000

40% at kickoff · 30% after phase two · 30% at handover

Start
21 September 2026
Team
Lead partner + service designer
Client time
Two hours per week
Validity
21 days
06

Assumptions

What this proposal relies on.

  • Access to twelve representative customer accounts and their existing evidence.
  • One executive sponsor who can resolve cross-functional ownership questions.
  • A weekly working session with customer success, product, and support leads.
  • No new CRM implementation; the system is designed around the current stack.

Next step

Confirm the sponsor and kickoff date.

Reply with approval by 18 September. Summit will return the final statement of work and schedule the first discovery session within two business days.

For Northline FoodsName / title / date
For Summit AdvisoryLeah Morgan / Partner