Which customers aren’t getting enough value from your SaaS?
Find out before renewal.
I combine your product data with customer calls, support conversations, and CRM context to identify accounts falling short of the outcomes they bought your product for. Your team gets the evidence, the likely blockers, and clear recommendations on where to help.
Paying doesn’t mean they’re getting value.
Activity tells part of the story. Customer conversations tell another.
I bring them together to help you understand whether customers are making progress toward the outcomes they signed up for.
Define what value looks like in your product.
Your customers chose your SaaS for a reason. Their health scores should reflect whether that reason is being fulfilled.
I work with your team to identify the milestones that demonstrate progress, from the first useful result to repeated success.
Those milestones become the foundation of your customer health model, tailored to different customer needs and stages. We review real accounts together and refine the signals as we learn.
Know where customers are falling short.
Who hasn’t reached value?
Identify accounts stuck in onboarding, missing key milestones, or failing to adopt the workflows that matter.
What might be holding them back?
Connect product behavior with support issues, customer concerns, and the expectations set during sales.
Where should your team focus?
Get a prioritized view of accounts needing attention, with supporting evidence and recommended next steps.
Are things improving?
Track whether customers make progress after your team intervenes, and adjust the analysis when the signals don’t match reality.
Your tools. Your data. Analysis managed for you.
Already have a customer success platform or reporting setup?
I work within it.
Need help bringing your data together?
I handle the setup with your technical team.
I build and maintain the analysis, with findings delivered through the tools your team already uses. Each assessment stays connected to its supporting evidence, and gaps in the data are made clear.
An analyst available to your team.
I’m a data analyst with 10+ years of experience in analytics and growth across HP, GM, Buildbox, and Circle.so.
I personally review the findings and work directly with your founders, sales leaders, customer success, and product teams to investigate accounts and answer questions.
Your team can bring me a concern, challenge an assessment, or ask for a closer look. I keep the model current as your product and customers change.
How we work together.
Understand the outcomes your customers want
We define why customers buy, what success looks like, and which questions your team struggles to answer today.
Build and validate your customer health model
I bring together the relevant data, develop the assessments, and review accounts with your team to check that the findings are useful.
Keep the analysis current
I monitor changes, investigate concerns, and assess customer progress over time. Your team gets ongoing analytical support as new questions arise.
Want to know which customers need more help getting value?
You don’t need to build the data model, maintain the health scores, or investigate every signal yourself.
Tell me about your product, what success looks like for your customers, and where your team needs better visibility. We’ll discuss how I can help and what working together would look like.