Three Ways I Help
From preventing churn to eliminating busywork—choose the service that fits where you are now.
CS Systems
Build customer success infrastructure that prevents churn and scales with your team.
Foundation
Essential CS Infrastructure
- ✓ Customer onboarding process design
- ✓ Red account identification system
- ✓ Basic CS metrics tracking framework
Scale
Strategic CS Optimization
- ✓ Health score optimization
- ✓ Strategic QBR process and templates
- ✓ Account expansion planning frameworks
AI & Automation
Custom tools and workflows that eliminate busywork so you can focus on what matters.
Project-Based Consulting
I build custom GPTs, workflow automation, and operational tools tailored to your business. Whether you need a customer support bot, market ROI tracking, or automated follow-up sequences—I create solutions that work for your specific needs.
Projects typically range from 2-6 weeks depending on complexity.
Contact for QuoteFractional Leadership
Strategic guidance without full-time overhead.
Part-Time Strategic Support
Whether you need fractional Chief of Staff support or CS leadership, I provide ongoing strategic guidance to help you scale. This works well for companies who need consistent support but aren't ready for a full-time executive hire.
Monthly retainers structured around your needs and availability.
Contact for QuoteHow We Work Together
Every engagement is hands-on, tactical, and designed to get you results fast
Discovery Call
30-minute conversation to understand your current state, challenges, and goals
Audit & Assessment
Deep dive into your systems and processes to identify quick wins and gaps
Build & Implement
Roll up sleeves and build the systems, tools, and processes you need
Train & Hand Off
Make sure your team can run everything independently when we're done
Common Questions
How do I know which service is right for us?
Book a discovery call and we'll figure it out together. I'll ask about your current challenges, team size, and goals—then recommend the best fit. Sometimes it's a combination of services.
Do you work with remote teams?
Absolutely. All work is done remotely with regular check-ins via video calls. Most of my engagements are with distributed teams.
What's included in AI & Automation projects?
It depends on your needs. Common projects include custom GPTs for customer support, workflow automation, and operational tools bespoke to your business. We'll scope the project based on your specific requirements.
What if we need ongoing support after the project?
I offer monthly retainer options for ongoing optimization and support. Many clients start with a project to build the foundation, then continue with periodic support as needed.
Ready to Bring Order to Your Chaos?
Let's build what you need—fast, functional, and ready to hand off.
Let's Talk Systems