My Services

  • In rapidly scaling companies, balancing day-to-day operations with forward-thinking, strategic initiatives can be a significant challenge. Your team may be excelling at keeping the lights on, but struggling to carve out time and resources for those big, data-driven projects that will propel your organization to the next level.

    Do you have a game-changing strategic initiative on the horizon, but uncertainty about who can lead it effectively? High-growth organizations often face this dilemma:

    • You need to leverage data analytics for predictive modeling and strategic decision-making

    • There's a crucial need to implement or overhaul customer success platforms for personalized experiences

    • You're looking to develop AI and tech-driven solutions to streamline operations and enhance customer engagement

    • Your organization requires a comprehensive digital engagement strategy

    I bring the expertise and focus needed to drive these projects forward, allowing your core team to maintain their essential day-to-day operations without sacrificing long-term, transformative goals.

  • Are you leading a high-growth team and seeking a strategic partner to help navigate your next big move? Whether you're refining your revenue strategy, optimizing team structure, or planning a product launch, I offer a productive and safe space to explore and refine your ideas.

    My passion lies in collaborative ideation and strategic planning, always grounded in data-driven insights. Together, we can:

    • Analyze customer data to inform revenue plans and growth strategies

    • Use advanced analytics to optimize team structures for maximum efficiency

    • Leverage customer insights to shape scale your team

    I specialize in translating complex data into actionable strategies. Whether you're looking to reduce churn, expand accounts, or create capacity, I'm here to guide you through the process.

    Let's harness the power of data to drive sustainable growth for your organization. With my customer-centric, data-driven approach, we'll craft strategies that not only solve immediate challenges but also foster deeper customer relationships and long-term success.

  • In high-growth organizations, ensuring your team has the right skills to drive customer success is crucial. My approach to training and development helps you build a customer-focused, high-performing team. Here's how I can help:

    1. Skill Gap Analysis:

      • Survey teams to identify skill gaps

      • Develop a roadmap for leadership to address these gaps effectively

    2. Customized Training Materials:

      • Create engaging, multi-format training resources tailored to your team's needs:

      • Comprehensive guides

      • Scenario-based stories for practical application

      • Snackable recorded videos for quick learning

      • One-pagers for easy reference

    3. Customer Lifecycle Training:

      • Develop materials to ensure all team members understand the customer journey:

      • Clear definitions of key terms (e.g., CSQL)

      • Customer lifecycle stages

      • Executive Business Review (EBR) guidance

      • Goal discovery techniques

    4. Cross-Team Alignment:

      • Ensure Customer Success and Sales teams are aligned on customer journey definitions

      • Create unified training materials to foster collaboration and consistent customer experiences

    I'll create a training program that not only fills skill gaps but also aligns your entire organization around customer-centric goals. This approach drives sustainable growth by improving team performance, reducing churn, and fostering deeper customer relationships.