Build, scale, and optimize post sales.

Maximize GRR and NRR.

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If your answer to any of these questions is yes, we should talk.

Are you losing customers even though usage is good and they seem happy?

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Is your board pushing for better retention?

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Are CSMs doing “a little bit of everything” but not really driving value?

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Are you hiring post-sale leaders without being sure what kind of leader you need?

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Are operational projects (like scaling support or implementing systems/processes) stalling out?

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Do you feel like you’re flying blind on what’s working and what’s leaking revenue?

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Are you trying to scale post-sales without throwing more bodies at the problem?

What my customers say…

  • Headshot of a smiling man with a beard, wearing a dark blazer and a light-colored shirt, in an indoor setting.

    Diane came in and delivered exactly what we needed; she expertly guided the team through the process of scaling, building efficient processes, and driving customer engagement to new levels. And Diane didn’t just solve the immediate challenge; she set us up for long-term success.

    Rich Stendardo, CEO, Yottaa

  • A smiling man with short hair wearing a dark suit jacket and a red shirt.

    Diane worked closely with my post-sales leadership team to expertly build and refine our CSM and Support functions, resulting in a structure that is now fully optimized for both retention and expansion. I can't recommend Diane highly enough—she's truly the best person for the job.”

    Michael George, CEO, Syncro

  • A man with short blonde hair smiling outdoors near a body of water during sunset.

    Diane not only put in place the competency models, infrastructure, and processes to drive retention, she ensured that any metrics impacting the customer experience (e.g. ProServ delivery times, bug fixes) were defined and tracked, enabling us to look at the whole post-sales machine "holistically." If you need to build or scale any of your post-sales functions, Diane can help."

    Paul Bridgewater, CEO, Centerbase

  • A smiling man in a plaid shirt against a purple background.

    "In a very short time, Diane was able to help us build a rudimentary post-sales machine designed to optimize retention. She dug right in, got her hands dirty and got it done."

    Paul Holder, CEO, OnRamp

  • A man with a bald head, light skin, and a beard, smiling in a professional portrait. He is wearing a blue blazer and a light blue shirt, against a gray background.

    Diane conducted an end-to-end assessment of Idelic’s Customer Success function, delivering a comprehensive set of recommendations designed to improve customer retention and operational scalability. Among these, we prioritized and implemented two key initiativesthat have positioned Idelic for meaningful improvements and we highly recommend Diane to any organization looking to elevate their post-sales strategy and customer retention.

    Brian Filip, CTO/CPO, Idelic

  • A woman with long blonde hair, smiling, wearing a black and white striped top.

    Diane quickly got up to speed on our support operations and brought clarity to where we stood—and what we needed to improve. She met with key stakeholders across the business and used a clear, structured framework to evaluate our support function, from metrics and staffing to ticket deflection and CSM alignment. Her final recommendations were spot-on, highlighting our most critical gaps and giving us a roadmap we could act on immediately. Diane’s ability to distill complex challenges into focused next steps made her an invaluable partner.

    Alyssa Cook, VP Customer Experience, Invaluable

  • Portrait of a bald man in a suit with a green tie, smiling against a gray background.

    Diane started as an operating advisor and quickly became a critical partner in her role as Fractional CCO. She brought strategic clarity, rolled up her sleeves when needed, and, most importantly, helped our internal CS leader grow into a more confident, effective executive. Her ability to build capability while driving results had a meaningful impact across the business.

    Vinay Seth Mohta, CEO, Manifold AI

  • Diane partnered with us on a Retention Diagnostic project to evaluate our post-sale customer experience and uncover opportunities to improve retention and drive expansion. From the outset, she immersed herself in our business, asked thoughtful and targeted questions, and quickly became a trusted thought partner. Her recommendations were well-structured, actionable, and reflected a deep understanding of SaaS post sales We’ve already begun implementing several of her ideas, and they’re shaping how we prioritize and invest. I’d absolutely recommend Diane to any SaaS organization looking to strengthen their post-sales motion, and we’re genuinely looking forward to the chance to work with her again.

    Kim Engebretson, Manager, Protegrity

  • A smiling man wearing a dark suit and light blue shirt, posing against a plain white background.

    Diane's Value Framework workshop was hugely impactful: practical, clear, and execution-oriented. Our portfolio companies left with a shared language, templates, and an immediate plan to drive measurable outcomes.

    Pejman Pourmousa, Operating Partner, Sumeru Equity

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