Fixed-scope advisory
for SaaS leaders.

Stop guessing where your gaps are. Get a CISSP-led security audit that hands you a clear, prioritized roadmap to real compliance and the confidence to prove it to anyone who asks.

Gap assessment against SOC 2, ISO 27001, NIST CSF, or CIS v8, identity & access review, and a prioritized remediation roadmap. Built on direct experience attaining and renewing ISO 27001 at K2 and leading TAM at Okta/Auth0.

• Control mapping & gap report
• IAM/identity architecture review
• Prioritized 90-day remediation plan
• Executive readout

Stop wondering if your CS org is built to scale. Get an unfiltered diagnostic that shows exactly where to invest next—and what to fix before it breaks.

A rapid assessment of your CS structure, segmentation, tooling, and motion. You get an unfiltered view of what's working, what's not, and where the next dollar of investment goes.

• Org structure & coverage analysis
• Tooling review (Gainsight, Salesforce, Tableau)
• Segmentation & engagement model recommendations
• 90-day scaling plan

Your customers are telling you how to grow. Build a Voice of Customer engine that turns every signal into expansion revenue—just like the one that drove >120% NRR at Okta/Auth0.

Stand up a Voice of Customer pipeline that converts customer signal into expansion revenue. Drawn from delivering >120% NRR on a $215M ARR base at Okta/Auth0.

• VoC intake & triage process
• Expansion opportunity scoring
• Cross-functional rituals (Product, Sales, CS)
• Pilot rollout & metrics dashboard

Turn reactive support into a proactive growth engine. Design a TAM function from the ground up—with the playbooks, hiring profiles, and operating cadence to run it at scale.

Design or restructure a Technical Account Management function end-to-end. Playbooks, engagement model, hiring profiles, and the operating cadence to run it.

• TAM charter & engagement model
• Segmentation & coverage model
• Playbooks and success criteria
• Hiring scorecards & ramp plan

Stop losing enterprise deals to scope creep and vague POCs. Get a battle-tested framework that qualifies hard, proves value fast, and hands off clean.

Tighten how your team qualifies enterprise deals and runs proof of concepts. Same framework that drove ~$12M in incremental strategic sales as CTO, Sales at K2.

• POC success criteria template
• Qualification & disqualification rubric
• Sales-to-CS handoff checklist
• Enablement session for AE/SE team

I need someone to do something on project X — who can I talk to? Get candid advice on fit. If it's me, we move forward. If not, I'll find you the right person in my network.

Not every problem fits a productized box. If you need hands-on leadership, execution support, or an extra senior operator for a specific initiative, let's talk. I'll tell you honestly if I'm the right person — and if I'm not, I'll connect you with someone in my network who is.

• Candid fit assessment upfront
• Hands-on execution or embedded leadership
• Network referral if not a direct fit
• Defined scope and timeline before any commitment