Advising for startups and small businesses

Boundless Growth
(without the burnout)

You can’t afford to lose your best customers and employees

Don’t let success slip away. Don’t let frustration block your ambition.
You deserve growth that empowers your people and inspires your customers.

We’ll help you craft the strategy and systems to harness your success and grow your business.

Engaged Employees >> Loyal Customers >> Boundless Growth

Take your success to the next level

We help you craft the strategy and systems that will:

  • Motivate your employees to stay and grow the company with you.

  • Expand customer relationships into loyal long-term partnerships.

  • Solidify the foundations for continuous company growth


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Engaged Employees

Lead engaged employees who are motivated to stay and grow the company with you.

Headcount planning

Org chart creation and guidance

Job description creation and guidance

Compensation plan guidance and implementation

Hiring workflow creation and implementation

Onboarding workflow creation and implementation

Executive and leadership coaching

Team management advice and coaching

Management coaching for new managers

Employee and team coaching

Career matrix guidance


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Loyal Customers

Expand customer relationships into loyal long-term partnerships.

Customer Support strategy and vision

Customer Support growth strategy 

Support playbook creation and implementation

Support channel workflow creation and implementation

Escalation workflow creation and implementation

Response template/script creation

Schedule and coverage planning

Resource planning

Support software implementation

Adoption and change management


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Boundless Growth

Run a successful company growing continuously year over year.

Customer Success strategy and vision

Customer Success growth strategy

Success outcome and product outcome guidance

Customer journey map creation and implementation

Success playbook creation and implementation

Customer segmentation strategy

Customer discovery interviews

Customer health score guidance

Customer onboarding/implementation

Customer survey creation and implementation

Customer Success software implementation

Project management software implementation

Data and metrics reporting, utilization

Adoption and change management


Let’s talk about your challenges and the support you need to tackle them.

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We don’t just care about your growth. We care about you.

We bring over 20 years experience empowering humans through processes.

We’ve helped companies retain and expand millions in revenue.

We’ve guided inefficient teams to grow into productivity powerhouses.

“Sarah is a strong leader for startups and scale-ups alike.”

– Founder and CEO, Restaurant Ordering Startup

“As we took the company from an early stage company to a fully fledged enterprise software organization, Sarah helped us set the customer experience strategy and launch our CSM program. We currently have best in class gross and net retention rates and customer satisfaction levels. A great product is the minimum that our customers expect - for automation software, they expect a partner that can help their teams reimagine their business processes.”

– COO, Machine Learning and AI

“Sarah brought so much insight and experience as we were implementing the first phase of our formal customer support processes. She didn’t come with a one size fits all approach, but really took time to understand what we already had in place and coupled that with our goals of where we want to be. Her willingness, flexibility and leadership both strategically and tactically made it feel like she was part of the team from day one.”

– COO, Education Technology 

 You’re just 3 steps from creating boundless growth

1
Book a Call

We ask about your growth and where you're seeing strain. We learn as much as we can to craft the unique solution for your business.

2
Review Our Proposal

We lay out a plan to achieve your desired outcomes. We list specific deliverables so you’ll know exactly what we’re building together.

3
Start Building!

Sign the proposal and we’re on our way. We’ll work hand-in-hand with your team every step of the way.