SERVICES
Work shaped to the moment you’re in
Three core engagements. Each starts with a free 30-minute call so we can both decide if it’s a fit.
1 - Customer Success Diagnostic
A comprehensive 8–10 week assessment of how your customer success function actually runs — and a prioritized, executable roadmap for what to do about it. Three phases: discovery & data collection · analysis & gap assessment · recommendations & reporting.
8–10 weeks · Fixed fee · Remote with optional onsite · Scope tailored on the intro call
2 - CS Organization and Journey Design
For teams that already know what's broken and need someone to help them rebuild it. We design or redesign your CS organization, customer journey, health-scoring framework, and operating cadence — and I’ll assist you with the rollout.
6–12 weeks · Fixed fee or milestone-based · Scope tailored on the intro call
3 - Fractional CS Leadership & Board Advisory
Senior operating support for early-stage and PE-backed companies that need adult supervision in the room — but aren't ready for a full-time hire. Part-time fractional CS leadership, board-level advisory, at-risk account intervention.
3–9 months · Engagement shaped on the intro call
WHO I WORK WITH
Reach out if you are …
Most engagements start with someone in one of these seats. If you don't see yourself here, get in touch anyway — these are the patterns I see most.
VC or PE operating partner
The portfolio company is missing renewal signals.
The CCO is new, the CS function hasn't kept up with growth, and the next financing event needs a sharper post-sales story. You want a board-quality diagnostic in ten weeks, not a year-long transformation deck.
Board chair or independent director
Something's quietly off in post-sales.
You want an outside read on coverage, health scoring, comp, and leadership before a financing event, an executive change, or a strategic review. Independent. Confidential. Fast.
Founder / CEO / COO
Your first VP CS isn't quite working out.
Churn is creeping up, expansion is stalling, and you can feel that the post-sales motion is the next thing to professionalize — but you don't want to make a permanent hire until the function itself is clearer.
Head of CS at Series A–D company
Scaling out of reactive support.
You're moving from a few-person CS team into a real customer success operation — health scoring, journey, comp, segmentation. You want adult supervision in the room, not another deck on the shelf.
Chief Customer Officer
Ninety days to show momentum.
You have a board-mandated NRR target and a function that's still running on heroics. You need the diagnostic before the next QBR, and someone senior who's done the rebuild before.
Talent & succession
Coaching the next CS leader.
You have a high-potential CS leader who needs senior coaching, an interim while you search for the permanent hire, or a board advisor to keep the post-sales function steady through a transition.