Operator-Led Consulting for K-12 EdTech Post-Sale

You don't need another consultant with a deck. You need an operator who's built the systems and lived inside them.

I work with K-12 EdTech companies from pre-Series A through Series C — early-stage founders standing up post-sale for the first time, and growth-stage CS leaders building, optimizing, or rebuilding the function. Support, Onboarding, Customer Success, Renewals, Professional Learning, Tech Services — the whole post-sale org, designed and operated by someone who's spent fifteen years inside K-12 EdTech post-sale and crossed the full GTM machine to get there.

01 / The Difference

Most CS consultants teach the work. I've been on the hook for it — in your market.

I started in sales at MasteryConnect, crossed to Customer Success, and built the function from scratch. Then I took the long way back through Business Development and Business Operations before returning to lead CX. That route matters: it means I understand the full GTM machine, not just the post-sale slice. I know what a deal sounds like before it closes, what an AE oversells under district procurement pressure, where the deal desk pushback comes from, and where the renewal conversation actually lives in a K-12 buying committee.

I've built K-12 EdTech CX functions from zero — at MasteryConnect and most recently at Abre, where I built and ran the post-sale org through Series A close and a 6.6x revenue scale-up, scaling the team from 2 to 28 across Customer Success, Technical Services, Professional Learning, and Tech Support. At DreamBox, I optimized an existing function — delivering 112% Net Retention on ~$50M ARR across ~2,000 customers — and then led two post-acquisition integrations to $100M and more than 3,000 customers.

When you bring me in, you're not getting a consultant with a deck of frameworks borrowed from horizontal SaaS. You're getting an operator who has run the org you're trying to build, in the market you're trying to sell into.

02 / How We Work Together

Two ways to plug me in.

Pick the engagement model that fits your situation. Any of the named services in the menu below can be delivered through either structure.

03 / The Service Menu

Specific work, not abstractions.

Nine named deliverables organized into three families. Each one is something I've personally built, owned, and been measured on inside K-12 EdTech. Pick the one that matches what's broken — or talk to me and we'll figure out which family the real problem lives in.

Family 01 — Strategy & Diagnostic

Know exactly what's broken before you start fixing.

— Diagnostic —

Post-Sale Maturity Assessment

Front-to-back diagnostic of where your post-sale function sits on the maturity curve — strategy, segmentation, motions, metrics, tooling, talent. Outputs a scorecard, gap map, and prioritized 90-day roadmap.

— Talent —

Talent, Org & Competency Framework

Calibration of the team you have against the team you need. Role-by-role evaluation, structural gap analysis, and a hireable spec for the seats that need to change — paired with a published competencies framework and career-progression model your team can actually grow into.

— Risk —

Portfolio Risk Framework

A real risk operating system — early-warning signals, escalation thresholds, save-motion playbooks, and CRO-grade portfolio reporting. Replaces gut-feel renewal forecasts with a defensible system.

— Systems —

Systems Audit & AI Leverage Plan

A working audit of your post-sale operating infrastructure — CSP, CRM, BI, support tooling, workflow automation, and the handoffs between them. Identifies where your team is leaking time, where instrumentation is missing, and where AI actually creates leverage (vs. where it adds complexity for thin gain). Outputs a prioritized recommendation set with effort, cost, and capacity-recovered estimates so you can defend the spend.

Family 02 — Operating Model

The structure underneath retention and expansion.

— Lifecycle —

Lifecycle Engagement Mapping

Customer journey design across the full lifecycle — onboarding, adoption, value realization, renewal, expansion. Stage definitions, exit criteria, owner assignments, and the proactive plays that fire at each stage. Built to fit the academic-year rhythms of district customers.

— Capacity —

Capacity & Coverage Model

Segmentation strategy (Enterprise, Mid-Market, Inside/Digital) with a quantified coverage model — accounts per CSM, time allocation by segment, and the headcount math you'll need to defend in your next budget review.

— Compensation —

CS Comp Plan Design

Variable compensation tied to retention, expansion, and value realization — without creating perverse incentives or fighting Sales over attribution. Plans that finance, sales, and CS can all sign off on.

Family 03 — Customer Outcomes

Where post-sale becomes a revenue engine.

— Outcomes —

Value Realization Framework

A working system to verify customer impact and translate it into renewal and expansion leverage. Outcome metrics aligned to district-level business goals, paired with a customer business review motion that earns its meeting time with district leadership.

— Health —

Health Score Creation

Multi-signal model (usage, sentiment, executive engagement, value realization, contract risk), CSM-actionable thresholds, and integration with your CSP so the score drives motion — not just dashboards.

— Executive —

Executive Sponsorship & Advocacy Program

Structured C-level engagement for strategic districts — executive pairing, QBR cadence, sponsor playbooks — paired with a productized advocacy program to recruit and activate customer thought leaders as co-presenters, regional meetup hosts, and structured product feedback channels into your roadmap.

04 / What I've Come to Believe

A few things, after nearly fifteen years of experience.

05 / Why Me

I've walked the walk. The bullet points are real.

When I tell you something will work in K-12, I'm telling you because I've watched it work in K-12. When I tell you something won't, I'm saving you the year I lost finding out the hard way. That's the whole pitch. Frameworks are easy. Operating is hard. I've done the second one for more than a decade — in your market.

Next Step

A thirty-minute call.

If you're a K-12 EdTech founder, CS leader, or investor with a post-sale function that needs to be built, fixed, or scaled, the right first move is a thirty-minute call. We'll talk about what's actually broken (or what's coming), and I'll tell you whether I'm the right operator for it. If I'm not, I'll tell you who is.