SCALE CxO
Services

Process, technology, measurement, and organization.

Every engagement covers the same four levers, applied where your business is losing the most: pre-sale, post-sale, or in how the leadership team runs the company.

Pre-sale

GTM Operations

Pipeline you can forecast and a funnel you can measure. I build the measurement systems and technical infrastructure that let sales, marketing, and client success run from one plan.

GTM measurement

  • Pipeline analytics and revenue forecasting
  • Funnel conversion analysis across the customer journey
  • Unit economics tracking

Process & alignment

  • Cross-functional GTM process
  • Territory planning and quota framework
  • Lead routing and qualification workflow

Technical infrastructure

  • CRM and data optimization
  • Marketing automation and attribution
  • System integration and workflow automation
Post-sale

Client Lifecycle Operations

Retention you can see coming. Churn isn't only a Customer Success problem. It's an execution issue across the whole lifecycle, and I take operational ownership of connecting the sales promise, onboarding, delivery, and renewal.

Onboarding & time to value

  • A standard implementation model every client experiences the same way
  • Milestones and metrics at each lifecycle stage

Retention & renewal forecasting

  • Customer health and churn scoring tied to clear ownership
  • A renewal forecast that connects what Sales, Delivery, and CS know about each customer with the financial metrics Finance tracks against budget
  • Forecasts that reach beyond the current quarter and feed the annual plan

Expansion

  • Expansion based on the outcomes customers have actually achieved
  • Renewal and expansion playbooks that make existing-account growth predictable, not opportunistic

Service delivery

  • Customer success, service delivery, and support operations
  • Client advisory boards and reference programs
Leadership

Fractional COO & EOS Integrator

Most growing companies don't need another person telling them what their strategy should be. They need someone who takes responsibility for making it happen. For companies running EOS/Traction, I serve as the Integrator: the partner to a visionary CEO who executes and is accountable for operations. For those that aren't, I'm a hands-on fractional COO through the transition.

Operating cadence

  • Rocks translated into cross-functional execution
  • Level 10 meetings and a company Scorecard
  • V/TO strategic alignment

Strategic guidance

  • Monthly strategic reviews and OKR setting
  • Team structure and role optimization
  • Board-ready reporting and metrics
PE-backed growth

Acquisition Integration

Growth through acquisition often outpaces the operating discipline needed to sustain it. I've worked the full lifecycle, including four successive acquisitions that scaled one platform from $25M to $300M ARR.

Before and after the deal

  • Pre-acquisition diligence of GTM and client operations
  • Standardizing sales, service, and reporting across acquired businesses
  • Cross-sell and expansion into the combined client base
  • Board and PE sponsor reporting
Technology

Applied AI & Systems

Practical automation that extends what a growth-stage team can do without proportional headcount, introduced without disrupting the people running the business.

Where AI earns its place

  • LLM and automation-driven workflow redesign
  • Forecasting, quoting, and service operations automation
  • Tech stack evaluation and selection
  • AI adoption leadership for operating teams

Start with a clear picture of where growth is leaking.

Most engagements begin with a focused four-to-six-week operating assessment. You get a scored view of your GTM and client operations and a prioritized plan, whether or not we keep working together.

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