Services

I work with leadership teams to bring structural clarity to post-sales operations. This includes defining role ownership and accountability, clarifying renewal and expansion responsibility, strengthening forecast visibility, designing operating models aligned to growth, and preparing organizations for responsible technology adoption.

This work is analytical and strategic. It is also human. Operating models succeed when people understand their role, trust the direction and feel respected through change.

Retention performance does not break overnight. It erodes quietly through misaligned incentives, reactive workflows, blurred ownership, and technology layered onto unstable foundations.

Post-Sale Operating Model Design

As companies scale, post-sale complexity increases. Customer Success overlaps with Account Management, Support and Services. Renewal ownership blurs. Forecasts lose precision. Expansion becomes inconsistent. This engagement eliminates ambiguity in how post-sale revenue is owned, measured and managed.

You leave with defined role clarity and cross functional accountability.

Deliverables:

Customer Lifecycle stages by segment
Accountability structures
Foundational requirements for intelligent automation
Executive ready operating roadmap

AI & Post-Sale Readiness Assessment

Most teams are operationalizing AI onto unstable foundations — fragmented data, misaligned accountability, automation that speeds up the wrong things.

This assessment identifies where structure, data, and team design need to be resolved before AI can deliver real retention and revenue impact. We move fast: pinpointing the low-risk, high-impact workflows where AI can win quickly, and establishing the conditions that make those wins repeatable.

Where readiness supports it, we identify a pilot — one workflow, clearly scoped, designed to generate a visible proof point your leadership team can measure, report, and build on.

You leave knowing where you stand, what's blocking progress, and what to fix first.

Deliverables:

Executive level readiness summary
Readiness assessment across people, process, data and technology
Prioritized map of low-risk, high-impact AI workflow opportunities
Pilot recommendation and path forward (where readiness supports it)

Strategic Advisory & Executive Support

For leadership teams navigating scale, restructuring, or board level pressure, I provide ongoing strategic advisory support focused on operating model reviews, retention strategy alignment, leadership decision support, and change management during periods of structural evolution.

Engagement:

Flexible hourly
Flexible retainer

Clarity is not cosmetic. It is the foundation for predictable revenue, credible board reporting, and durable growth.

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