Services

I help organizations assess readiness, optimize adoption, and turn technology investments into measurable outcomes. Every engagement is customized to your specific situation, but here’s how most clients work with me.

READINESS ASSESSMENT & OUTCOMES PLANNING

Most companies get pitched AI and automation solutions before they understand if their organization is ready. I help you assess change readiness, define what success actually looks like, and figure out if you should build, buy, or partner. We map your current processes, identify gaps, define KPIs, and build the change management plan before you spend a dollar on technology.

OUTCOME

A go-no-go decision you can defend to your board, with clear KPIs and a 90-day roadmap if you proceed.

WHAT YOU GET

  • Organizational readiness assessment

  • Success criteria and KPIs defined before vendor conversations

  • Current state process mapping

  • Change management risk analysis

  • Build/buy/partner recommendation

  • Implementation roadmap focused on behavior change

  • Teams unsure if they’re ready for change

  • Executives who want independent perspective before signing contracts

  • Companies evaluating AI or automation vendors

  • Organizations considering $100k+ technology investments

IDEAL FOR

TIMELINE & INVESTMENT

2-4 weeks | Dependent upon scope

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REVENUE OPERATIONS & CHANGE MANAGEMENT

Your tech stack isn’t the problem. Adoption is.

I help sales and operations leaders fix the behaviors that prevent teams from using what they already have. We start with quick wins (lead routing, stage definitions, pipeline hygiene), then build the enablement plan that gets your team actually using the system.

OUTCOME

Your team actually uses the tools, managers can coach to the process, and you have clear metrics showing adoption and impact.

WHAT YOU GET

Includes process design, CRM optimization, and enablement tools your team can actually use.

  • Lead routing and SLA fixes

  • Stage definitions and pipeline hygiene

  • Sales process design and documentation

  • CRM configuration and workflow optimization

  • Enablement plan that managers can coach to

  • Usage dashboards and adoption metrics

  • Weekly implementation calls for 8-12 weeks

  • Companies where reps work around the system

  • Fast-growing orgs adding headcount and needing consistency

  • VP Sales or RevOps leaders with low CRM adoption

  • Teams struggling with pipeline hygiene or stage discipline

IDEAL FOR

TIMELINE & INVESTMENT

4-12 weeks | Dependent on scope

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VENDOR STACK AUDIT & VALUE REALIZATION

"ROCKET MONEY FOR YOUR BUSINESS"
You know how Rocket Money finds forgotten subscriptions? I do that for businesses—but for your SaaS and telecom stack. I audit your vendors, identify where you're overpaying or underutilizing tools, and help you cut what's not working. But here's where it gets better: love your current vendors? I pull competitive quotes to give you leverage when you renegotiate. You don't have to switch—most clients save 20-30% just by having options to show. Want ongoing support? I can act as your fractional tech vendor manager, handling contract renewals and quarterly reviews so you never overpay again.

OUTCOME

Stop paying for tools nobody uses. Cut redundant spend, negotiate better terms with vendors you want to keep, and get clear ROI in 90 days. Optional: Never worry about vendor contracts again with ongoing management.

WHAT YOU GET

ONE-TIME AUDIT

  • Complete vendor stack audit and utilization baseline

  • Redundancy Analysis (find overlapping tools, licenses)

  • Competitive quotes for negotiation leverage (even if not switching)

  • Contract review and renewal strategy

  • 90-day action plan with cost savings roadmap

  • Recommendation on what to renew, consolidate, or replace

  • Companies paying for underutilized SaaS tools (Salesforce, HubSpot, ZoomInfo, etc.)

  • Organizations with multiple contract renewals coming up

  • PE firms conducting post-acquisition vendor rationalization

  • CFOs looking to optimize technology spend without sacrificing capability

  • CIOs who don't have time to manage vendor relationships on top of everything else

IDEAL FOR

ONGOING MANAGEMENT (optional retainer)

  • Quarterly vendor stack reviews

  • Contract renewal management and negotiation on your behalf

  • Ongoing cost optimization as opportunities arise

  • Vendor relationship ownership (I’ll handle the calls)

  • Budget planning and forecasting support

  • New vendor evaluation as needed

TIMELINE & INVESTMENT

2-3 weeks | Dependent on Scope

Let's talk

Not sure which service fits?

Book a 30-minute strategy call and we'll figure it out together.

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