Customer Success is YOUR success...

Building Things
That Actually Work.

intent design. re_iterate

Customer Success. Digital Strategy.
Founder of re_iterate

I work where customer pain, product usage, stakeholder complexity, and revenue outcomes meet, blending Customer Success discipline, MEDDIC-style commercial thinking, SPICED-style discovery, customer lifecycle analysis, product insights, and my own pattern-recognition muscle.

10+ years B2B SaaS customer-facing experience across EMEA and global portfolios.
120–135% Net revenue retention outcomes across previous Customer Success portfolios.
4–5% Gross churn outcomes managed across SaaS environments.
15% YoY retention uplift via segmentation and engagement strategy.
$7M+ ARR / pipeline exposure across strategic accounts, renewals, and expansion motion.
Problems I solve

Customer problems are rarely just customer problems.

They are product signals, commercial signals, lifecycle signals, adoption signals, stakeholder signals, and occasionally beautifully disguised chaos. My work is to make the signal usable.

01 02 03 04 05 06
Signals, not noise. Click a slice
01 Adoption signal

Under-adoption

Customers bought the product, but value is not landing deeply enough, broadly enough, or visibly enough.

Where I start: usage depth, workflow fit, champion enablement, stakeholder visibility, and proof that value is actually showing up in the customer’s reality.
Customer lifecycle analysis

From prospect to advocacy, I track where context, expectations, and value start drifting.

This is the full operating lens. I do not look only at post-sale. I want to understand what was discovered, what was sold, what was assumed, what actually got implemented, and whether the customer ever made it all the way to adoption, renewal confidence, and advocacy.

Lifecycle scan

Swimlane flowchart by default. Click any stage and the inspector card updates instantly.

Prospect & PresalesSales HandoffImplementationGo-LiveOnboarding & AdoptionRenewal to Advocacy

Customer Lifecycle Swimlane

No horizontal scroll. Full journey visible at once, with a live inspector card.

Lane 01Commercial truth
Lane 02Delivery reality
Lane 03Value motion
Readiness, scope, data quality, ownership
Stage 01

Prospect & Presales

Before a customer signs, I want to know if the opportunity was correctly framed and if the future success story already has cracks.

Lifecycle Workspace
HomeAccountsOpportunitiesSuccess PlansReportsDashboards
Customer lifecycle record

Lifecycle Command View

Salesforce-style customer lifecycle banner, inspired by record view. Click any stage below and the command panel updates instantly with the right context.

FollowNew noteUpdate planShare
ActivityDetailsSignalsStakeholders
Stage 01
Prospect & Presales

Before a customer signs, I want to know if the opportunity was correctly framed and if the future success story already has cracks.

Expectation gaps

Rendered like a PM board, because hidden gaps behave like unresolved work.

The four gap types below are laid out like a clean Kanban dashboard. I use them as a framing device for where lifecycle friction becomes operational risk.

Expectation Gap Board

ClickUp-style visual for lifecycle friction

Board viewRisk scan
Gap 01
Discovery
Discovery vs Reality

Did the real customer context match what was captured during discovery and presales?

I test whether internal narratives reflected the customer’s actual environment, urgency, complexity, and operational truth.

Gap 02
Sales
Promise vs Delivery

Did the sales narrative create expectations the implementation path can actually support?

I look for over-translation, vague assumptions, optimism bias, and where delivery reality needs to be reset before trust erodes.

Gap 03
Launch
Go-Live vs Adoption

Did the customer technically launch, or did users actually change behavior and realize value?

Going live is not the same as getting adopted. This gap is about whether the product entered workflow reality or just entered production.

Gap 04
Renewal
Value vs Renewal

Can the customer explain internally why the product matters before renewal pressure arrives?

If the value narrative only appears when the renewal is close, the account is already behind. I want outcome proof and internal clarity earlier.

My methodology

Structured Enough To Scale.Human Enough To Work.

A practical blend of MEDDIC, SPICED, Customer Success discipline, customer lifecycle analysis, product thinking, usage analytics, and my own operating style.

Operating loop

Diagnosis → decision reality → impact → adoption → motion → feedback.

Step 01

Diagnose The Situation

I start internally before I start externally: AEs, implementation, support history, product context, and commercial reality first. Then I pressure-test those signals against the customer’s actual experience.

Internal signal

Collect the organisation’s view before walking into the customer conversation cold.

Bias filter

Watch for recency bias, confirmation bias, hero narratives, and blame shifting.

Customer reality

Understand what is blocked, what success means, and what happens if nothing changes.

Renewal Methodology

Renewals Are Built Six Months Before Signature.

I manage renewals as a six-month account intelligence motion, not as a last-minute commercial event. The goal is to align internally first, understand the customer’s real operating context, surface risk early, and turn the renewal conversation into a structured path toward retention, value recovery, expansion, or escalation.

I do not enter renewal conversations looking for context. I enter them with the context already built.
Pipeline Leadership alignment Internal intelligence AM sync Customer reality Renewal motion Success plan
01

Six-Month Renewal Pipeline

I start with the accounts renewing in the next six months, then prioritize by ARR, health, usage, sentiment, stakeholder complexity, support history, and commercial importance.

02

Executive Alignment

I align with VP-level Customer Success and Account Management leadership on the accounts in motion, renewal priorities, risk appetite, ownership, and commercial strategy.

03

Account Team Sync

Before reaching out to the customer, I sync with the Account Manager and relevant ICs on account history, renewal path, open risks, expansion angles, and who owns what.

04

Internal Intelligence Gathering

I collect the full internal picture: support tickets, Jira or Salesforce history, product issues, severity patterns, feature requests, usage trends, marketing engagement, unsubscribes, NPS, sentiment, and any context that may affect renewal confidence.

05

Customer Reality Check

Only after the internal picture is clear, I reach out to the customer. The conversation starts with their reality: what is working, what is not, what changed, what is urgent, and how they see the partnership.

06

Renewal + Success Plan

Once the customer confirms availability, I bring the AM into the meeting. I lead the customer context and success conversation, the AM owns the commercial renewal moment, and together we turn the outcome into a Success Plan, escalation path, product feedback loop, or renewal strategy.

Customer Advocacy

Turning Customer Outcomes Into Market Proof.

I work with Marketing, Account Executives, customer stakeholders, and leadership to identify the right stories, shape credible proof, and activate customer outcomes where they matter most: references, success stories, commercial confidence, expansion narratives, and market trust.

Advocacy is not something nice to have. It’s the goalpost.
Proof stage 01

Outcome

Identifying customers with measurable adoption, business impact, improved workflows, renewal strength, expansion potential, or clear stakeholder value.

AdoptionBusiness impactStakeholder value
Insights & health scoring

I build the signal layer, not just the slide deck.

I run my own usage analyses, build health logic from scratch, and work with cross-functional teams to turn scattered data into account intelligence.

Customer Health Score Calculator

A working scoring model anyone can use. Adjust adoption, usage, stakeholder, value, support, and risk inputs; the score, tier, support stability, and recommended next motion update instantly.

Microsoft Power BI Pendo Excel formulas CRM data Usage exports Support themes VoC loops

Adoption & value inputs

Score each signal from 0 to 100. The weights mirror the model I would use to combine usage depth, maturity, stakeholder engagement, and expansion potential.

Adoption depthHow deeply the product is embedded in recurring workflows.
22%
Usage momentumWhether usage is increasing, stable, or declining.
18%
Feature breadthHow many meaningful features or use cases are being used.
14%
Stakeholder engagementChampion strength, sponsor access, and meeting quality.
14%
Value realizationWhether the customer can explain outcomes internally.
12%
Expansion signalEvidence of additional teams, use cases, budget, or maturity.
8%

Support stability logic

Support does not automatically punish a customer. The model penalizes unresolved, severe, repeated, or escalated friction, not healthy engagement.

Normalized ticket volume0 = low volume, 100 = unusually high volume for the account.
30%
High severity ratioShare of tickets that are severe, urgent, or materially blocking.
25%
Open ticket agingHow much unresolved ticket age is accumulating.
20%
Reopen rateHow often issues return because the root cause was not solved.
15%
Escalation impactCustomer-visible escalation pressure and trust impact.
10%
Risk penaltyManual deduction for commercial, executive, budget, or strategic risk.
0–30
Choose your lens

Same experience, different business lens.

Customer Success, Product, and GTM all need the same thing: better signal, better prioritization, and better execution.

For Customer Success

Retention, adoption, and executive alignment.

Retention discipline, adoption strategy, QBRs, customer health, risk detection, renewal confidence, stakeholder mapping, and expansion thinking.

For Product / Growth

Customer discovery with commercial context.

Usage pattern analysis, activation blockers, product friction, Voice of Customer loops, roadmap feedback, adoption signals, and practical prioritization.

For GTM / Commercial

Value, segmentation, and account motion.

Segmentation, value storytelling, pricing and contracting exposure, AE-CS collaboration, renewal awareness, stakeholder influence, and ARR context.

If your team is drowning in customer signals but struggling to turn them into real action, let’s talk.

The human factor is very important to me. I get energized by diagnosing issues, segmenting accounts, scoring health, aligning stakeholders, and moving accounts forward, while thriving on real conversations, actionable notes, rigorous documentation, and efficient cross-org communication.

No vague “passionate about customers” fluff.