How I Help
I work with B2B tech companies ($5M–20M ARR) to build the customer marketing programs that most teams know they need but never have anyone own: structured retention programs, advocacy pipelines that generate proof on demand, and community strategies that deepen engagement and reduce churn.
Every engagement starts with a diagnostic so we know exactly where to focus before building anything.
1
The 30-Day Conversion Sprint
Find the biggest customer marketing gap in your business and fix it in 30 days.
The sprint is a focused, time-boxed engagement for teams with a specific visible problem: conversion dropping off, onboarding stalling, no customer proof for sales, or activation that’s never reached.
In Week 1, I audit your data and talk to recently converted and churned users. In Weeks 2-3, I design and implement the top 1-2 highest-impact fixes. In Week 4, I measure early results and hand you a complete picture of what to build next.
What you get: a Conversion Leak Map, 1-2 live fixes, a full sprint report ranked by revenue impact, and a 90-day customer marketing roadmap.
Investment: $5,000 USD | Timeline: 30 days | No long-term commitment required
2
Retention Marketing
Lifecycle systems that drive adoption, renewal, and expansion.
Most tech companies treat lifecycle marketing as a series of one-off campaigns. I design retention systems that systematically improve onboarding, increase adoption, reduce churn, and create structured expansion pathways.
What you get:
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Onboarding journey design and optimization
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Adoption campaign workflows
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Renewal communication strategy
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Expansion trigger mapping and automation
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Lifecycle segmentation frameworks
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AI-enabled workflow optimization
Who this is for: Tech companies without a defined lifecycle strategy, teams struggling with adoption metrics, or companies concerned about rising churn.
3
Customer Advocacy Programs
Structured programs that turn customers into proof, influence, and pipeline drivers.
Most teams struggle to source case studies, references, and testimonials when they need them. I build advocacy programs that systematically generate customer proof, activate champions, and create referral momentum.
What you get
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Advocacy program design and workflow
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Customer story pipeline development
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Reference program structure and training
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Review strategy and activation
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Referral program design
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Executive champion cultivation frameworks
Who this is for: Teams struggling to source case studies, sales teams constantly asking for references, or companies entering new markets and needing social proof.
4
Customer Community Strategy
Community systems that deepen engagement and reduce churn.
Most B2B tech communities fail because they're launched without strategy. I design customer community ecosystems that strengthen retention, increase engagement, and create peer-driven value that reduces support costs and deepens product adoption.
What you get
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Community strategy design and roadmap
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Platform selection and setup guidance
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Engagement programming and content frameworks
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Ambassador and champion frameworks
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Events and roundtable strategy
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Community-to-pipeline integration
Who this is for: Product-led companies, tech teams with complex use cases, or companies wanting deeper customer relationships beyond transactional support.
Not sure which path is right for you?
Schedule a free 30-minute consultation here. We’ll figure out together whether your biggest gap is in retention, advocacy, community, or something more immediate — and what the right place to start looks like for your company.
