Client Success Consulting
Advisement on the full spectrum of your post-sales function
Drive renewals, stronger teams, and scalable systems.
Who this is for
Directors or VPs of Client Success, Implementation, or Account Management
Leaders navigating restructure, scaling pains, or team motivation
B2B SaaS founders building from the ground up
Client Success is a critical—and often overextended—function. Sustainable success requires more than a strong vision and tough grit.
You need clear goals, aligned structure, and leadership that puts people first.
I partner with heads of client-facing teams at B2B SaaS organizations to translate complexity into clarity and build systems that drive results:
Align team metrics to business objectives
Clarify responsibilities and reduce role confusion
Optimize implementation playbooks and reduce time to value
Streamline renewal workflows and reduce churn
Break down silos and improve cross-functional collaboration
Navigate change with clarity and compassion
Foster intrinsic motivation and shared ownership
Receive honest feedback and turn it into action
Lead with empathy instead of ego
What it looks like
I consult across the full spectrum of Client Success leadership and can partner with you on:
Assessment & Evaluation. Surface friction points, identify opportunities, and define project roadmap
Strategy & Unblocking Real-time. Problem solving, executive decision support, or team alignment
Creation & Optimization Collaboration. Work on structure, documentation, playbooks, onboarding, renewal workflows, or cross-functional processes
How to get started
Book an Assessment meeting to determine your needs how we will work together.
In this 75-minute meeting, we’ll map out the current state of your post-sales org and identify your most urgent friction points, opportunities, and priorities. You will walk away with:
A clear view of where your team stands
Strategic insight into what's not working—and why
A high-level roadmap to guide next steps