Work with us.
We keep our client list intentionally small so we can go deep, stay accountable, and actually move the needle. Fill out the form below and we'll follow up within a few business days.
Who this is for.
This isn't a fit for everyone. We do our best work in specific situations. Here's where we tend to have the most impact.
Early-stage SaaS teams scaling post-sale
You have product-market fit, customers are signing, and expectations are rising. But onboarding is still ad hoc, time-to-value is taking too long, and your team is reacting instead of operating from a clear system. You need post-sale infrastructure before growth exposes the gaps.
Series A/B teams ready to operationalize CS
You have a CS team, but the motions are inconsistent. Kickoffs vary by CSM, QBRs are easy to skip, expansion is reactive, and the playbook lives in people's heads. You need repeatable systems that improve activation, adoption, retention, and expansion without creating more internal drag.
Founders and CS leaders untangling a post-sale mess
Post-sale has become noisy, reactive, or hard to diagnose. Customers are stalling, renewals feel at risk, and your team is not fully clear on where the process is breaking down. You need a clean audit, a sharper operating model, and a practical path to stabilize the customer journey.
How it works.
Three straightforward steps from inquiry to engagement.
Apply
Fill out the form below and share what is happening in your post-sale motion. Be specific about the challenge, whether it is onboarding, adoption, retention, expansion, team structure, or customer experience. The clearer the context, the easier it is to assess fit.
Discovery call
If there is a strong potential fit, we will reach out to schedule a 30-minute call. No pitch decks. No bloated intake process. Just a focused conversation about where your customer journey is breaking down and what kind of support would create the most leverage.
Scoped engagement
We align on the right path forward, whether that is a consulting sprint, advisory retainer, or audit. Engagements can be done virtually or we can come to you. Where it makes sense, we also build out GTM enablement so your team can run the plays we design together from day one.
Three ways to work together.
The right scope depends on where you are and what you need. We'll determine fit on the discovery call.
Consulting Engagements
Focused audits and advisory sprints for SaaS founders and CS leaders. From onboarding deep dives to full activation and retention strategy, scoped for fast impact.
Customer-Facing Deck Builds
Proven kickoff decks, onboarding frameworks, success plans, executive business reviews, and customer communication templates built from years of enterprise SaaS experience. Customize them for your organization and put them to work immediately.
Advisory Retainers
Ongoing strategic partnership for SaaS teams that need senior post-sale expertise on demand. Executive advisory and fractional Head of Post-Sale available for qualified teams.
Tell us about your situation.
The more specific you are, the better we can assess whether there's a fit and what shape that might take. Every project is structured and tailored to your team's needs.
We respond to every inquiry personally. Expect a reply within 2 to 3 business days.