Why Teams Bring Us In
We help subscription businesses bring discipline and predictability to post-sales revenue.
Our experience comes from leading Account Management and Customer teams inside large-scale and high-growth companies, including Oracle, Okta and CaptivateIQ, where renewals, expansion, and forecast accuracy are non-negotiable. We’ve owned the number, forecasted it under pressure, and optimized post-sales motions.
Teams bring us in when renewals feel reactive, expansion is inconsistent, or leadership wants more maturity in the forecast. Our work focuses on clear ownership, practical operating systems, and execution that holds up as the business grows.
Our Services
Retention and expansion shouldn’t rely on heroics. When renewals are reactive or forecasts aren’t trusted, the issue is almost always structure, not effort.
We work with leadership teams to design and implement post-sales systems that create predictability — clear ownership, disciplined renewal motions, and reliable forecasting that scales with the business.
1
Renewal & Expansion Diagnostic
Find out why revenue isn’t compounding the way it should.
What We Evaluate
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Renewal ownership and timing discipline
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Risk visibility and escalation
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Forecast credibility
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Incentives and accountability
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Expansion motion
What You Walk Away With
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Clear visibility into revenue leakage
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What’s broken vs. what’s simply missing
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A prioritized plan your leadership team can act on immediately
2
Revenue Engine Design
Build the system that makes retention and expansion predictable.
What We Design
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Clear account ownership and success metrics
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Renewal discipline and risk visibility
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Expansion motion tied to customer outcomes
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Forecasting leadership can trust
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A consistent operating cadence
What Makes This Different
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Built specifically for your business
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Implemented with your team — not delivered as slides
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Designed to run without ongoing consulting
3
Fractional Post-Sales Leader
When post-sale revenue needs experienced ownership — now.
What We Own
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The renewal and expansion forecast
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Operating cadence and inspection discipline
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Coaching and accountability for the account team
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Cross-functional alignment across Sales, CS, and Product
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Executive and board-level reporting
How It Works
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We operate as the accountable revenue owner
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Cadence and inspection are established immediately
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Performance standards are clear and enforced
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Risk and expansion are actively managed
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Transition is clean once a permanent leader is in place
