Solutions
Solutions are the subject-matter areas I support. We’ll scope these into a Package (fixed scope) or fold them into Fractional (retained build + rollout)—depending on speed, ownership, and how much you want implemented.
CS Strategy
When you need this: founder-led CS, inconsistent execution, unclear stages, or no predictable outcomes.
What we build: segmentation + outcomes, lifecycle stages + exit criteria, a health model that predicts risk, and a weekly operating cadence.
Deliverables: CS operating map, scorecard + definitions, customer journey + escalation paths.
Onboarding & Implementation
When you need this: slow time-to-value, messy handoffs, implementation chaos, unclear ownership.
What we build: Sales → CS handoff, onboarding plans + templates, risk/blocks visibility, and internal owners.
Deliverables: handoff checklist + intake, onboarding plan template, “Day 0–30” workflows + comms templates.
AI Operations (CS + RevOps)
When you need this: too much manual admin, risk signals show up late, data is scattered across tools.
What we build: meeting scorecards + summaries, risk detection + alerts, and automatic updates to CRM/task systems.
Deliverables: 1–3 implemented workflows, routing + alert rules, lightweight governance (what gets logged, where).
Playbooks
When you need this: renewals are fire drills, expansion is random, QBRs don’t drive action.
What we build: playbooks your team can actually run—templates, triggers, next-step flows, and accountability.
Deliverables: renewal timeline + comms pack, expansion signals + plays, QBR deck + prep checklist.
RevOps / Reporting (CS-adjacent)
When you need this: visibility takes too long, renewal forecasting is guesswork, definitions aren’t consistent.
What we build: exec-ready reporting, clean definitions + sources, and cross-functional handoffs that don’t leak.
Deliverables: KPI tree + definitions, renewal pipeline/risk dashboard, handoff + ownership map.
Other CS challenges
If it’s inside CS (or CS touches it), we can scope it. Bring the constraint; we’ll turn it into a clear plan and ship the system behind it.