Consulting

15 Years Of
Pattern Recognition.

You bring the context. I bring 15 years of having done this across hundreds of companies, every stage, every model. Fractional engagement or project-based. We figure out what your situation actually needs.

Engagement Types

Pick the Format.

Fractional

Ongoing Strategic Support

Regular access across a defined period. Strategy calls, async review, playbook development, team coaching. For companies that need a CS/LTV expert embedded without the full-time cost.

Project-Based

Defined Scope, Clear Outcome

Org design. Compensation redesign. Expansion playbook build. Diagnostic and roadmap. A specific thing with a beginning and an end, delivered at a level that holds up under pressure.

Advisory

Board or Investor Level

For investors, boards, and founders who need a credible, commercially-oriented CS and LTV perspective at the strategic level. Deal review, portfolio work, or direct board advisory.

What You Get

What This Actually Looks Like.

CS Org Design

Roles, responsibilities, team structure, handoffs, and the comp model that makes the whole thing actually produce commercial results.

Expansion Playbooks

The signals, milestones, conversation guides, and plays your team needs to run a repeatable expansion motion. Not theory. Deployable.

Discovery Frameworks

How your team understands what a customer actually needs at every stage, not just at onboarding. The foundation for every expansion conversation.

Champion Building

How to identify, develop, and arm the internal champions who drive renewal and expansion from the inside. The underrated lever in every complex account.

Executive Engagement

How your team gets into executive conversations, stays there, and uses them to de-risk and accelerate every commercial motion.

Diagnostic + Roadmap

A structured assessment of where your LTV capture is breaking down and a prioritized roadmap to fix it. Useful standalone or as a precursor to deeper work.

Why This Is Different

Not Theory. Track Record.

I formally named and popularized Customer Success as a discipline starting in 2010. I was the first to connect it explicitly to expansion revenue, commercial outcomes, and what I now call LTV maximization.

I've built CS organizations at companies from seed-stage through public. I've diagnosed and rebuilt orgs that were broken. I've trained thousands of CS practitioners and leaders across every vertical, model, and market.

The pattern recognition that comes from 15 years of this, across that many contexts, is the thing you're buying. The frameworks are part of it. The instincts are the other part.

I'm not a consultant who studied CS. I'm the person who built it.

Start a Conversation

2010+

Building and naming the Customer Success discipline

To connect CS explicitly to expansion and commercial revenue

100s

Of companies built or rebuilt across every stage and model

15x

LTV potential most companies are leaving uncaptured

15 Years OfPattern Recognition.

Pick the Format.

What This Actually Looks Like.

Not Theory. Track Record.

15 Years Of
Pattern Recognition.