Done-for-You Customer Success Ops for SaaS
We help you automate onboarding, forecast renewals, and track usage — without hiring CS ops or buying another software.
What You Get
Most teams know what they want CS to look like — but don’t have the time or people to build it. We turn your goals into systems that run on their own, with clear metrics, better visibility, and no extra headcount.
Automated Onboarding
Workflows that guide customers from signature to first value — without your CSMs chasing every user.
Usage & Churn Alerts
Track product adoption and trigger alerts when accounts go quiet — using June.so, Airtable, and Zapier.
Forecasting & Health Scoring
Build dashboards that surface renewal risk, expansion ops, and CS insights — without another platform.
What People Are Saying
“Corey’s the guy I wish I had on my team 6 months earlier.”
Simon Ooley - Founder Veles
“He built the post-sale system we needed but couldn’t prioritize internally.”
Trybe App
“We got more CS visibility in two weeks than we had in two years.”
Random Customer
“At Procore, Corey helped us operationalize onboarding, usage tracking, and renewals at a time when we had almost no structure. He made it easier for the CS team to perform and for leadership to forecast. He just gets how to build.”
Dan Miller Smith, former EVP Procore
Why Me
I’m Corey — a SaaS CS leader turned operator. I’ve scaled customer success teams from startup to IPO (twice). I’ve owned onboarding, renewals, and team development — and I’ve lived through the chaos of growth. Now I help early-stage SaaS companies build post-sale systems that actually work — fast, lean, and without hiring CS ops.
Connect with Us Today
We'd love to chat about your post sale goals. Please get in touch.