Platforms & Tools
Whatever stack you've got, these systems will actually talk to each other when we're done. Including the AI ones most teams buy but never operationalize.
Post-Sale Growth Systems for B2B SaaS
Targeted sprints that fix your post-sale systems, keep customers around, and grow the accounts you already have.
A focused 30-min diagnostic. No pitch deck.
New customers stall in implementation limbo. Time-to-value stretches from weeks to months, and by the time anyone flags it, they're already shopping for your replacement.
No early warning system. No health signals. By the time you learn a customer is unhappy, the decision to leave is already made.
Cross-sell and upsell opportunities exist, but nobody owns them. Revenue sits on the table while your team fights fires.
Hand-offs between Sales, CS, and Support are messy. The customer journey is duct tape and good intentions.
No fancy frameworks named after dead presidents. Just a focused approach to solving your most important customer problems.
Get customers to their first win faster. Map the critical path, kill the friction, and build playbooks your team can repeat without outside help.
Build the early warning infrastructure that catches at-risk accounts before they ghost you. Build the workflows that keep accounts healthy on autopilot - before anyone has to pick up the phone (Zoom?).
Your happiest customers are already telling you where the next deal is. Build the systems that catch those signals and turn them into bigger contracts.
Targeted interviews, data analysis, and a clear-eyed look at where you're leaking value. Two weeks, and every weak link causing churn, delay, or missed expansion comes back with a name on it.
Critical workflows, ownership gaps, and the signals you need to operationalize - all in a prioritized action plan ranked by impact. No 60-page strategy decks.
Sustainable infrastructure and repeatable processes, all built to outlive this engagement - and it's all yours.
No junior talent inheriting your project. No bait-and-switch with a partner who vanishes after the pitch.
One kickoff. A few targeted interviews. One results review. No Slack threads, no status meetings, no death-by-update. Just real answers, delivered fast.
Everything gets built, documented, and handed off. When the engagement ends, your team has the tools to keep going without outside help.
Everything begins with a 2-week audit. If you're not seeing value fast, there's no need to continue. No retainers and no long-term contracts required.*
Whatever stack you've got, these systems will actually talk to each other when we're done. Including the AI ones most teams buy but never operationalize.
“Dillon's intuition for customer experience combined with his operational chops makes him a slam dunk.”
Bryan Traeger
VP, Customer Success, Maxwell Financial
“Dillon's depth of knowledge is evident from the first conversation, and the results speak for themselves.”
Johnathan Bant
SVP, Strategic Accounts, Nomis Solutions
Founder of Customer Value Labs & Post-Sale Growth Advisor
I've spent 12 years in SaaS building the post-sale systems that keep customers around and make existing accounts worth more over time.
I've rebuilt post-sale and operations teams at fintech, proptech, and HR tech startups. The through-line: if the customer isn't getting value, nothing downstream works.
Short engagement. Long shelf life.
30 minutes to find where you're leaking value. Then a plan to fix it.