Consulting Services //
With over 20 years of experience in customer success, membership strategy, and event leadership, I help organizations build meaningful relationships with their clients through operational excellence and unforgettable experiences.
Why Work With Me? //
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98% Client Retention over 8 years
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75+ NPS on in-person events up to 1,200 attendees
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35% Revenue Growth through customer success optimization
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Expertise across Microsoft, SaaS, membership orgs, and scaling startups
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Proven success in building systems that reduce staff workload and improve outcomes
What I Do //
Elevate Customer Success Operations
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Build scalable systems and playbooks that drive engagement, retention, and loyalty. From onboarding to renewal, I help teams deliver consistent, high-value customer journeys.
Design & Optimize Membership Programs
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Architect community-driven, high-impact membership ecosystems that build long-term value, increase retention, and generate upsell opportunities.
Deliver Premier Events & Experiences
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End-to-end event strategy, from ideation to execution—for intimate masterminds to conferences with 10,000+ attendees. I help your team create events that impress, engage, and convert.
Streamline Systems & Data
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Align your tools (CRM, Airtable, Asana, Cvent, and more) to ensure accurate KPI tracking, cross-functional alignment, and improved team efficiency.
Coach & Scale High-Performing Teams
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Empower internal teams through mentorship, playbook creation, and leadership development—so they can deliver results long after the engagement ends.
Ideal Clients //
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Organizations scaling their customer success or membership programs
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Teams overwhelmed by manual event or customer experience processes
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Leaders ready to turn community into competitive advantage
Service Offerings //
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Fractional Head of Customer Experience / Success
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Event Strategy & Execution (Virtual + In-Person)
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Customer Journey Design + Optimization
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CRM & KPI System Design (HubSpot, Keap, Airtable, etc.)
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Leadership Coaching & Team Development
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Project & Program Management Consulting
Interested in learning how I can support you and your organization?
Reach out to me to schedule a free discovery call!