Post-Sale Operating Model Advisor
Repair the operating model behind customer retention and growth.
I help recurring-revenue companies align customer value, renewals, ownership, workflows, data, and executive decision-making when growth or transition has made post-sale execution difficult to manage.
Find your path
Start with where you sit or what is happening.
The same operating problem looks different from the CEO’s office, the revenue team, and inside Customer Success. Choose the view closest to yours for a focused recommendation.
The problem
Capable people. Disconnected execution.
The organizations I help are rarely starting from zero. They already have customers, systems, processes, and talented teams. The pieces no longer produce one reliable operating view.
Renewal risk, value, and forecast confidence vary by person or system.
Work is shared, but decisions and outcomes lack one accountable owner.
Critical information lives in spreadsheets, inboxes, local trackers, and individual memory.
Leaders are trying to scale workflows before definitions and decision rights are settled.
How I engage
Start small. Diagnose. Implement what leadership approves.
Start here
Renewal Risk Working Session
A half-day session with your leadership team on one post-sale problem. You leave with a clear read on the cause, the next three decisions, and whether deeper work is warranted.
Post-Sale Operating Model Diagnostic
An evidence-based assessment of customer lifecycle, decision rights, retention and renewal controls, coverage, capacity, data, and cross-functional execution.
Implementation Leadership
A focused mandate to turn approved priorities into operating standards, ownership, management cadence, completion evidence, and adoption.
Fractional Customer Executive
Senior post-sale leadership during transition, transformation, or growth, with a mandate to build durable internal capability rather than dependency.
Post-Sale Transition Stabilization
A 60 to 90 day executive mandate during a leadership vacancy, acquisition, restructuring, or first-100-day transition: stabilize what matters now, clarify the permanent role, and transfer durable controls.
Inside the work
Make the operating model visible. Then make it executable.
Proof in practice
A paid cross-functional diagnostic identified the operating causes beneath fragmented post-sale execution, secured executive approval of the initial priorities, and progressed into a fractional implementation engagement.
Anonymous recurring-revenue education technology client
Contact
A thoughtful conversation starts with what is actually happening.
If customer and revenue execution depends too heavily on individual judgment, manual reconciliation, or unresolved ownership, I am open to comparing notes.