Offerings

Advising

Thought partnership through strategic planning, opportunities, and challenges. I work with CEO, CRO, Head of Sales, Account Management and Customer Success leaders.

Strategic Consulting & Planning

I help Senior Leaders think through the hard problems they face growing customer bases and building the team that supports them. I assess the current state, design a tailored future state that incorporates the nuances of their company, and provide thought partnership and planning to operationalize the strategy.

Fractional Leadership

I provide interim and overlay leadership, across GTM, for CEO’s and Executive Directors driving change and growth into their organization. This could fill a current leadership gap, provide extra leadership bandwidth through strategic change, or in support of newer leaders.

Current Clients:

  • VC/PE back portfolio companies with opportunity to improve Customer acquisition, segmentation and growth, organizational strategy, and processes for scale.

  • Entrepreneurship & Innovation programs at Universities looking to plan, build and execute programs to provide entrepreneurial experience, support exploring and building companies, and hands-on advising from concept to commercializing for students and faculty.

Areas of Expertise

• All customer facing strategy and operations across GTM

• Build & evolve Customer / Client Operations across GTM: Sales, Customer Success, Account Management, Implementations & Onboarding

• Enablement of best-in-class Customer-facing organizations, includes assessment of existing teams and processes, segmentation, team design, and hiring

• ICP (Ideal Customer Profile), ICO (Ideal Customer Organization) and Customer Journey mapping and optimization

• Private Equity and Venture Capital Due Diligence and portfolio support

• Entrepreneurship & Innovation programming and thought leadership at top colleges and universities


Let’s Work Together