Saving money... and headaches
Even with a great product and team, a business built on brittle processes will eventually falter. I work with companies to dig deep on operational details and develop smarter, simpler ways of doing things.
- Review of contract, billing, and renewal processes
- Optimization of CRM tools and customer data
- Development of repeatable new-customer onboarding procedures
- Best practices for customer support, ticketing, and resolution
- Internal company optimization: meetings, communication, reporting, and more
by rebuilding billing, accounts receivable, and product renewal processes that enabled the business to move from cumbersome and inflexible financial software to a simpler, cheaper, and more auditable process