Professional Customer Success Leadership and Consulting Services

  • Customer Success Analysis

    Customer Success Analysis

    For Businesses and Startups

    You’ve got questions – I’ll find the answers.

    In this role, I’ll work closely with your team to design Customer Success strategies that fit your unique goals and challenges. Whether you're looking to reduce churn, increase expansion and upsell, improve your adoption rates, or build a more effective Customer Success team, I bring the expertise necessary to ensure your customers are happy, engaged, and truly succeeding with your product or service.

    I can also evaluate your existing CS function. If you’ve never had a CS team before, I can tell you when you’ll need to launch CS to avoid losing revenue, and what qualities you need to look for in those critical first hires. I also offer assistance in the hiring process so you can make sure that your new hires are exactly what you’re looking for.

  • Fractional VP of Customer Success

    Fractional VP of Customer Success

    For Businesses and Startups

    As a Fractional VP of Customer Success, I partner with your business on a part-time or temporary basis to help you drive customer retention, adoption, satisfaction, and growth.

    I understand that not every business is ready for a full-time VP of Customer Success, which is why I offer a flexible approach tailored to your needs. From creating scalable processes to managing your CS team and tracking key performance metrics, I provide both strategic direction and hands-on leadership.

    My aim in this role is to help you build long-lasting relationships with your customers, leading to higher retention and sustainable growth. Together, we’ll create a Customer Success function that ensures your business thrives.

  • CSM Career Coaching

    CSM Career Coaching

    For Customer Service Managers (CSMs) and Others Looking to Break Into CS

    As a Customer Success Manager consultant and coach, I work with CSMs looking to take their careers to the next level.

    I offer personalized guidance to help you navigate challenges, develop key skills, and build a fulfilling career in Customer Success. Through one-on-one coaching sessions, I provide actionable feedback and strategies for achieving your short- and long-term goals.

    Whether you want to improve your renewal and sales abilities, learn how to experience-engineer your customer conversations, or put together a development plan to further your career, my coaching will empower you to thrive in the ever-evolving field of Customer Success.

  • CS Leadership Career Coaching

    CS Leadership Career Coaching

    For Customer Service Professionals Leading Teams or Setting Strategy

    This coaching is for CS professionals already working in a leadership capacity, whether that’s people leadership or strategic leadership.

    Together we’ll develop the skills you need to prevent your team from being overwhelmed with other people’s work, find the weaknesses in your existing customer strategy, and create an onboarding experience that just about guarantees customer renewal.

    I won’t just help you overcome your current obstacles – I’ll teach you how to identify future obstacles and solve those too. We’ll work together to enhance your Customer Success expertise, boost your confidence, and create a clear path for your professional development. I’ve excelled throughout my career in Customer Success – and I’ll make sure you do too.