KR.
OFFERINGS

How I help

I've fixed these problems before as a post-sales leader. Now, let me help you fix them.

Usage-Based Customer Health Scores

A usage-based health score built for your segments and tenure cohorts. It surfaces the customers who are under-utilizing your product and quietly heading for a non-renewal while you still have time to save the customer.

I BUILT THIS AT
MedalliaSegmentNuvo
What's included
  • Segment and/or tenure-based health scores grounded in your usage and retention data
  • Weighted usage, engagement, and value signals with thresholds based on statistical inference
  • Scoring calculations for your data or RevOps team to implement in your CRM or BI dashboards

Red Account Intervention Playbooks

You know why accounts are churning, but you don't know what to do about it. These playbooks turn a red-account alert into a specific set of repeatable actions your team can execute to turn the account around.

I BUILT THIS AT
SegmentNuvo
What's included
  • Repeatable playbooks mapped to your most common churn reasons with an owner and required actions at each stage
  • Templates for save-plan conversations and internal hand-offs

Product Cross-Sell Fit Scoring

Not every customer is a perfect fit for your company's other product lines, and approaching every customer wastes time and patience. This project scores your existing base for cross-sell fit using usage and account data.

I BUILT THIS AT
PaveNuvo
What's included
  • A cross-sell fit model built on your usage, account, and firmographic data
  • Fit criteria specific to each product or module you're cross-selling
  • Segmented account lists ready to hand to CS and sales for outreach

Usage-Based Upsell Scoring

Usage-based alerts that help you capture upsell revenue before the renewal occurs so you can pull forward and maximize revenue.

I BUILT THIS AT
Segment
What's included
  • Upsell scoring criteria based on usage thresholds, seat or license limits and engagement trends
  • Alerts and account lists your CS and sales teams can act on directly
  • Scoring calculations for your data or RevOps team to implement in your CRM or BI dashboards

Customer Health Scores

Build a composite health score that combines usage, NPS/survey responses, CSM judgment, and the strength of your relationship with the champion and exec sponsor.

I BUILT THIS AT
Segment
What's included
  • A composite scoring model weighting usage, NPS/survey data, support signals, and CSM input against your own retention data
  • A structured way to capture relationship health (champion and exec sponsor engagement) across email, call and in-person connections
  • Scoring calculations for your data or RevOps team to implement in your CRM or BI dashboards

Renewal Forecasting

A renewal forecast built on gut-instinct alone doesn't hold up over time. I'll build a forecasting model grounded in usage, engagement, and account health that your leadership team can trust.

I BUILT THIS AT
Segment
What's included
  • A forecasting methodology combining account health, usage trends, and deal-stage data
  • Risk-adjusted renewal categories with definitions your team can apply consistently
  • A reporting structure for rolling up forecasts to leadership

Let's connect.

If I'm not a good fit for your problem, I'll tell you (and can likely recommend someone who is a better fit to help you solve it).

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