Flagship service
Customer Org Assessment
Most customer organizations are running on assumptions. Leadership believes the strategy is clear. Directors believe execution is on track. The team believes they're doing what's expected. My assessment bypasses organizational politics and management filters to surface exactly where your post-sale engine is losing revenue, and what it’s actually costing you.
How it works
This is not a standard survey, It’s a structured organizational diagnostic designed to evaluate the true state of your customer motion. Conducted across every tier and function, it audits your post-sale architecture across 10 core operational dimensions to uncover systemic friction. I look at everything, and I tell you the unvarnished truth.
Structured interviews across all levels
My specialty is uncovering the gap between what leadership believes is happening and what the field is actually experiencing. To bypass management filters and capture ground reality at scale, I utilize an AI-assisted interview framework across your frontline teams and cross-function teams, I look for where the story changes between floors.
Data and documentation review
I review the metrics, the dashboards, the playbooks, the health scores, the QBR decks, the onboarding materials, whatever exists. Data tells me what the org measures. Documentation tells me what it believes. The gap between them and the field tells me where the real problems are
Live observation
I sit in your meetings. Team meetings, customer calls, cross-functional syncs. Not to audit — to see how decisions actually get made, how priorities get communicated, and where things quietly break down in real time
Gap mapping across 10 dimensions
Everything I learn gets mapped against 10 dimensions of customer organization maturity — from strategy and alignment through customer journey, data and health scoring, tooling, voice of the customer, cross-functional interfaces, people and enablement, AI readiness, and expansion and revenue motion. The result is a complete picture of where you are and where the gaps are costing you
What you get
The Post-Sale & NRR Blueprint
A full readout across 10 dimensions - where you are and where you're losing. Perception gaps named across levels - what leadership sees vs. what the org lives. Prioritized recommendations anchored to revenue impact. Presented live to your leadership team -built to move them to a decision
Presented directly to your leadership team
Gaps named clearly - no diplomatic softening
Prioritized recommendations, not a wish list
Built to trigger a decision, not gather dust
Start here
Every engagement starts with a discovery call.
Scope and timeline depend on org size. Every engagement starts with a discovery call.
No commitment. No pitch. Just a real conversation.