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 Operations for B2B SaaS
Targeted sprints that fix your post-sale systems: CRM, onboarding, support, and the integrations connecting them. So customers stay and accounts grow.
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.
CRM says one thing. Support says another. Onboarding has its own spreadsheet. Nobody has a complete picture of the customer, so everyone's guessing.
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.
Support workflows, SLA architecture, health scoring, renewal automation. The operating infrastructure that keeps accounts healthy without someone manually holding it together.
Your CRM, support platform, onboarding tools, and CS system should be one connected picture, not four disconnected ones. Build the integrations and data flows that make them work as a single system.
Targeted interviews, data analysis, and a clear-eyed look at where you're leaking value. Two weeks, and every weak link (broken handoffs, disconnected tools, missing workflows) comes back with a name on it.
Broken workflows, ownership gaps, integration failures, and the fixes that will have the most impact, all in a prioritized action plan. 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 Operations Advisor
I've spent 15 years in SaaS building the systems customers touch after they sign: CRM, onboarding, support, integrations, and everything in between.
I've rebuilt post-sale operations at fintech, proptech, and HR tech startups. The through-line: if the systems aren't working together, the customer experience falls apart.
Short engagement. Long shelf life.
30 minutes to find where you're leaking value. Then a plan to fix it.