Overview

I help SaaS startups build scalable, data-driven renewal processes that reduce churn, improve forecasting accuracy, and set Customer Success teams up for greatness.

Who I Help

• Early- to growth-stage SaaS companies (Seed to Series C)
• Startups or mature organizations with no dedicated renewals function
• CS or RevOps leaders looking to formalize retention strategy
• Founders managing renewals themselves and needing a repeatable process
• Companies who are experiencing increased churn or low net retention

Services

1. Renewal Readiness Audit (2–3 weeks)

• Evaluate current systems, handoffs, and data
• Interview team members to understand pain points
• Deliver a Renewal Maturity Scorecard and roadmap

2. Process Design & Setup (4–6 weeks)

• Define roles, responsibilities (e.g., RACI), and workflows
• Configure CRM fields (e.g., Salesforce renewal sentiment, forecast %)
• Design lifecycle stages and handoff points

3. Forecasting Framework