Services

How I can help your
business grow

Engagements designed around the specific stage and challenge you're facing — not off-the-shelf frameworks applied generically.

Four ways we can work together

Each engagement is scoped based on your needs. Most clients start with a diagnostic conversation.

01

AI Adoption & Governance in GTM/CS

I help post-sale and GTM organizations move from AI curiosity to AI operations — building enablement tools your CSMs will actually use, designing governance frameworks that protect your customers' trust, and creating the workflows that generate leverage without adding headcount.

  • AI readiness assessment for CS & support teams
  • CSM enablement framework (risk detection, health scoring, expansion signals)
  • Autonomous workflow design (customer health, utilization, on-time/on-budget)
  • AI governance policy for customer-facing teams
  • ROI model and adoption roadmap
02

Customer Success Transformation

For companies that have CS but need it to scale — or that need to build it properly for the first time, I bring an operator's lens: Org design that matches your segment mix, metrics that connect to revenue, and playbooks that work in the real world, not just in a deck.

  • CS org design & segmentation strategy
  • GRR/NRR optimization framework
  • Onboarding & adoption playbooks
  • Voice of Customer program design
  • Digital CS & 1:Many engagement model
  • CSM role definition, compensation, and metrics
03

Professional Services Strategy

PS organizations are often the most overlooked lever in SaaS. I redesign them to contribute to ARR — through better packaging, sales alignment, delivery frameworks, and the shift from a cost-center mindset to a revenue-engine identity.

  • Services portfolio design & packaging
  • Pricing model and attach rate strategy
  • Bookings-to-ARR delivery framework
  • Sales & PS alignment playbook
  • PSA implementation guidance
  • Premium & tiered support offerings
04

Fractional CCO & Advisory

For companies that need senior post-sale leadership on a flexible basis — during a transition, a PE-sponsored growth phase, or M&A, I step into the CCO seat with full operational accountability, or serve as a strategic advisor to an existing leader.

  • Fractional CCO engagement (part-time, defined scope)
  • Executive advisor to sitting CCO or VP CS
  • M&A integration: customer & team transition planning
  • Board-level reporting & CS metrics narrative
  • PE sponsor readiness & exit preparation
Process

How engagements work

01

Diagnostic conversation

We spend 45–60 minutes understanding your situation, what's working, and what's blocking growth. No pitch, no proposal pressure.

02

Scoped proposal

I propose a specific engagement with clear deliverables, timeline, and investment. Scope reflects what your company actually needs, not a standard package.

03

Embedded delivery

I work alongside your team, not around them. The goal is always to transfer capability, not create dependency.

Get Started

Not sure which engagement
is right for you?

That's what the first conversation is for. Let's talk through where you are and what kind of support would actually move the needle.

Schedule a Conversation →