Done-for-You Customer Success Ops for SaaS
Save 10+ hours a week, reduce churn, and never miss a renewal.
What We Do
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.
Forecasting Dashboards
Executive-ready insights into renewals, expansions, and pipeline health.
AI Risk Assessment
We use the latest models to run your book of business through intelligence that automatically identifies risk and suggest actions.
Automate Outreach and Follow Up
We give you the tools and direction to make the best moves using data.
Our Process
Connect Your Data
We plug into HubSpot (or Salesforce, or even CSV) setup takes under an hour.
Build Your CS Ops Stack
Workflows, alerts, and dashboards customized to your business using AI in the background.
You Focus on Customers
We handle the ops, you build relationships and drive revenue.
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.”
Sohaib Saeed-CEO Trybe App
“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.
Ready to finally get proactive with your renewals?
We'd love to chat about your post sale goals. Please get in touch.