work

what i build for early and growth-stage SaaS teams.

CS operations

building the systems and tooling your CS team runs on. auditing what exists, structuring data, and configuring the workflows, dashboards, and automations that match how your team actually works.

CRM audit, data cleanup, and restructuring
lifecycle stages, pipelines, and properties configured correctly
dashboards for active customers, MRR, and subscription status
onboarding flows and customer implementation playbooks
automated value reports and QBRs

platform implementation

setting up a new platform with a plan behind it. discovery, strategy, build, enablement. same methodology whether the CS team is 3 people or 30.

CSP implementation from discovery through enablement
CRM configuration and optimization
data migration and integration setup
train-the-trainer sessions so your team runs it independently

strategy & alignment

company-wide alignment work. vision, positioning, and the operational structures to scale. from ICP definition to pricing to the narrative that runs through every touchpoint.

vision and strategy development with measurable pillars
ICP definition and narrowing
pricing and packaging revamps
narrative and positioning across product, sales, marketing, and CS

AI infrastructure

connecting your existing tools into a single data layer, then building AI agents and automations on top. data collection, synthesis, and action across your whole stack.

unified data warehouse connecting CRM, meetings, and messaging
AI agents that query, report, and write back to your tools
automated briefings, risk alerts, and account digests
workflow automation built around how your team operates

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CS operations

building the systems and tooling your CS team runs on. auditing what exists, structuring data, and configuring the workflows, dashboards, and automations that match how your team actually works.

CRM audit, data cleanup, and restructuring

lifecycle stages, pipelines, and properties configured correctly

dashboards for active customers, MRR, and subscription status

onboarding flows and customer implementation playbooks

automated value reports and QBRs

platform implementation

setting up a new platform with a plan behind it. discovery, strategy, build, enablement. same methodology whether the CS team is 3 people or 30.

CSP implementation from discovery through enablement

CRM configuration and optimization

data migration and integration setup

train-the-trainer sessions so your team runs it independently

strategy & alignment

company-wide alignment work. vision, positioning, and the operational structures to scale. from ICP definition to pricing to the narrative that runs through every touchpoint.

vision and strategy development with measurable pillars

ICP definition and narrowing

pricing and packaging revamps

narrative and positioning across product, sales, marketing, and CS

AI infrastructure

connecting your existing tools into a single data layer, then building AI agents and automations on top. data collection, synthesis, and action across your whole stack.

unified data warehouse connecting CRM, meetings, and messaging

AI agents that query, report, and write back to your tools

automated briefings, risk alerts, and account digests

workflow automation built around how your team operates