I partner with SaaS leaders and operators to share practical strategies that improve retention, speed time to value, and scale services teams.
Private Executive Briefings
A closed-door session for senior leaders; built to clarify a decision and leave with an action plan.
Good for CRO, CCO, VP CS/PS, RevOps, Product
Format 45–90 minutes; virtual or onsite; short pre-brief to align goals
You get a customized briefing deck; clear options with tradeoffs; a one-page action memo within 24 hours
Outcomes alignment on risks and dependencies; a 60–90 day plan; owners and next steps
Popular topics
- Cutting time to value in onboarding; measurable quick wins
- Value mapping and a services maturity model; how to operationalize
- Practical AI in CS and PS; where it helps today
- Post-acquisition services integration; playbooks that stick
- Reporting and staffing frameworks that defend retention
Podcasts
High-energy, tactical conversations that help audiences move from idea to action.
Ideal audiences CS/PS leaders, RevOps, founders, product-adjacent teams
What hosts can expect prep call, sharable takeaways, promo support, fast turnaround on assets
Suggested topics
- Retention as a team sport; aligning CS, PS, and Sales
- Designing onboarding that accelerates value realization
- Value mapping and maturity models; stories from the field
- Using AI to inform portfolio risk and service design
DM me on LinkedIn to request a Private Executive Briefing or invite me to your podcast.
Please include your organization, audience, target dates, and goals for the session.