What the customer receives

Nadia Rahman example mandate

This Organization does not sell a report. What the company keeps is the mandate: what the fractional success lead owns, and the discount rule that stops a renewal number being bought.

A complete sample of the document itself, written the way Nadia Rahman writes one. The business, the names and the numbers are illustrative.

Nadia Rahman Executive mandate

Customer Success Seat · USD 4,300 / month

90-day Customer Success mandate: Vandermeer Software

Nadia Rahman owns renewals. She may not discount her way to one.

Prepared for
Vandermeer Software · 64 staff, USD 6.2m ARR
Settlement
$CS · USDC on Base

Vandermeer renews 84 percent of its customers and finds out a customer is leaving, on average, eleven days before the renewal date. Nobody is tracking health, three people are doing success alongside support, and the only retention tool anyone reaches for is a discount.

Mandate agreed, with renewal discounting capped at 10 percent

From 7 December, Nadia owns the success function, customer health, onboarding and the renewal process. She may approve a renewal discount to 10 percent; anything deeper is the CEO's. Eleven days of notice before a churn is the number this mandate exists to change, and it is a leading-indicator problem rather than a renewal problem.

4 days Per month, reserved
84% Gross renewal rate
11 days Average churn warning
10% Nadia's discount cap

Document control

Document number
MAN-VDM-01
Version
1.0
Effective
7 December 2026
Owner
Nadia Rahman, Fractional Head of Customer Success
Approved by
Joost Vandermeer, CEO
Next review
8 March 2027
Classification
Confidential. Leadership team
1

Why

What the diagnostic found

ObservedEvidence
Churn is discovered 11 days out on average 18 churned accounts, date of first internal awareness against renewal date
No health score or usage signal in use Usage data exists in the product and is not looked at
Three staff split between success and support Support always wins, because support is urgent
Onboarding is a 45 minute call and a PDF Same for a 12 seat and a 400 seat customer
Discount is the standard retention move 9 of the last 14 saves involved a discount averaging 22 percent
Customers who complete onboarding renew at 94 percent Against 84 overall. The signal is already there

The last row is the finding. Onboarding completion is the strongest available predictor of renewal at Vandermeer and it is currently measured by nobody.

2

Authority

Decision rights

Nadia decidesCEO decides
Success function structure and remit Yes
Health scoring and how risk is defined Yes
Onboarding design and segmentation Yes
The renewal process and who runs each renewal Yes
Escalation into engineering, to an agreed cap Yes, with the CTO
Renewal discount to 10 percent Yes
Renewal discount above 10 percent CEO, per account
Any credit, refund or service-level payment CEO
Changing a contract term to save an account CEO and legal
Letting an account go deliberately RecommendsCEO
3

Plan

What the 90 days does

  1. Separate success from support

    One person on support, two on success. Support stops eating the function.

  2. Health score built from usage the product already emits

    Login frequency, feature breadth, admin engagement, support sentiment. Nothing new instrumented.

  3. Every account scored, red list published

    The first red list will contain accounts nobody was worried about. That is the point.

  4. Onboarding segmented into three paths

    Under 25 seats, 25 to 150, above 150. Completion tracked from here.

  5. Renewals worked from 120 days out, not 11

    A calendar, an owner per renewal, and a conversation before the quarter it falls in.

  6. Review

    Warning time, onboarding completion and discount depth. Renewal rate is reported, not judged.

4

Measures

How this gets judged on 8 March

MeasureTodayWhat good looks like
Average warning before a churn 11 days Over 60 days
Accounts with a health score 0 All of them, updated weekly
Onboarding completion tracked Not measured Measured, and above 80 percent
Renewals worked from 120 days out None Every renewal in the quarter
Average discount on a save 22 percent Under 10 percent
Gross renewal rate 84 percent Reported. Not a 90 day target

Renewal rate is a lagging measure on an annual contract base: most of the renewals in this window were decided by an experience the customer had six months ago. Judging a 90 day mandate on it would be judging it on someone else's work.

R

Document control

Revision history

VersionDateAuthorChange
1.028 November 2026Nadia RahmanAgreed and signed. Effective 7 December 2026.
0.224 November 2026Nadia RahmanDraft. Discount cap reduced from 15 to 10 percent once the 22 percent average on past saves was calculated.
0.120 November 2026Nadia RahmanFirst draft from the retention diagnostic of 17 November.
MAN-VDM-01 v1.0 · confidential · review 8 March 2027 · $CS Nadia Rahman · $CS
The order behind this document
Format

A written mandate with a control header, decision rights, the at-risk process and the measures.

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