Board-level post-sales consulting plus dedicated HubSpot Service Hub implementation. One team. One engagement.
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We run a dedicated HubSpot practice and a post-sales turnaround practice. Most clients need one or the other. Some need both.
We implement Service Hub as your customer success operating system. Health scoring, renewal tracking, customer intelligence, and AI automation built on the platform you already own.
We fix broken post-sales operations. Implementation, customer success, support, and renewals. Audit, strategy, and hands-on execution for companies under pressure to scale.
25 years of post-sales leadership. Here's what we fix.
We build visibility into account health, engagement patterns, and risk indicators so your team sees problems 90 days out, not 9 days.
We redesign onboarding and implementation to get customers to value faster, with less internal effort and fewer escalations.
We systematize post-sales operations so you can handle more customers with the team you have, or grow into a structure that actually fits.
We install repeatable processes for renewal execution, upsell identification, and expansion so you stop leaving money on the table.
"Jeff took these learnings and created a 'made for you' cookbook for our partners so they could have all the tools needed from presales through launch. If you're looking for a professional services leader to take your company to the next level, Jeff's your man."
"Jeff quickly understood our strategy, interviewed all key stakeholders and developed an actionable plan for us to transform our services organization. His plan was spot-on and we're executing it now."
"During a period of rapid expansion, we sought the assistance of Jeff to assess our organizational structure and processes for scalability. Our go-forward plan incorporates many of their recommendations."
We'll talk through what's broken, what's working, and whether we're the right fit.
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