Customer Success that drives renewals, expansion, and trust in the forecast.
If leadership is asking for forecast confidence, churn visibility, and a renewal motion that actually scales, I help you build the system and the execution rhythm that gets you there.
- ✓ Renewal operating cadence, stages, and forecasting model that your exec team believes
- ✓ Health scoring and risk playbooks that surface churn early and drive save outcomes
- ✓ Scaled success motion, automation, and customer journeys that protect retention
Consulting services
Premium, operator led consulting for teams that want results, not busy work. Start with one lane, then build toward a complete renewal system.
Renewal Operating System
Turn renewals into a disciplined motion with forecasting that leadership trusts.
- Renewal stages, cadence, and accountability
- Forecast model, pipeline hygiene, renewal calendar
- Exec dashboards and renewal reporting
Health Scoring and Risk Playbooks
Surface churn risk earlier and execute save plays consistently across the team.
- Health model, signals, thresholds, and segmentation
- Risk plays, talk tracks, and escalation process
- Customer success plans and QBR structure
Scaled Success and Automation
Protect retention at scale, improve adoption, and keep a premium customer experience.
- Lifecycle journeys and adoption milestones
- Automation strategy and tooling alignment
- Low touch renewal support and play design
Customer Success tools
For leaders building their stack, I provide ready to implement tools you can use immediately. These are designed to elevate execution and give you executive clarity.
Renewal Forecasting Pack
Renewal stages, forecast template, renewal calendar, and weekly cadence guide. Built to create consistency and reduce last minute surprises.
Health Scoring Model
A practical health score framework with signals, thresholds, and risk definitions. Includes play triggers and how to operationalize it with your team.
Executive QBR Narrative
A QBR outline that executives actually read, structured around outcomes, risk, adoption, and next steps.
Scaled Success Journeys
Segmentation guidance plus lifecycle touch points to keep customers engaged without burning out your team.
Want these delivered as downloadable templates. Reply with your preferred format, Google Docs, PowerPoint, or Excel.
Engagements
Choose the level of support that fits your timeline and maturity. Each option is designed to produce momentum fast.
Executive Strategy Session
One focused session to diagnose your renewal motion and walk away with a clear plan.
- Renewal maturity assessment
- Top risks and quick wins
- 30 day action plan
30 Day Implementation Sprint
Build the operating system and launch the cadence with your team.
- Forecasting model and reporting
- Health scoring and risk plays
- Team enablement and rollout
Fractional Head of CS
Ongoing leadership and execution support for retention, expansion, and customer experience.
- Operating cadence and coaching
- Tooling, dashboards, and automation
- Renewal pipeline ownership
Book a strategy call
Tell me what you are trying to improve, churn, forecast accuracy, adoption, or scale, and I will respond within one business day.
If you already use Calendly, send me your link and I will swap the button in one minute.