Why subscribe?

Get practical, no-fluff guidance on making AI real in your business and building a Customer Success engine that retains and expands revenue. Join to access the full newsletter, tools, and templates—and never miss a drop.

Who I am

I’m an independent consultant based in Ottawa with 17+ years at IBM and Oracle helping organizations:

• Reduce churn by double digits with data-driven playbooks

• Accelerate AI adoption using proven, low-risk deployment patterns

• Uplevel teams with practical AI and CSM training that sticks

Now, I help SMBs and mid-market teams skip the costly experimentation and deliver measurable outcomes fast:

• Informed AI strategies

• The Value-First Method for de-risking AI and digital initiatives

• Enterprise-grade retention playbooks adapted for limited IT resources

• Repeatable frameworks forged in $36M+ pipeline impact

What you’ll get

• Weekly, plain-language posts on AI for SMBs and modern CSM practices

• Actionable templates, checklists, and step-by-step playbooks to implement right away

• ToolBox Monthly: curated, reusable assets you can put to work immediately, including:

- AI Reality Check (feasibility and risk snapshot)

- AI Cost/Benefit model and ROI calculator

- Risk and governance quick-assess worksheets

- Value-First project scoping templates

- Customer health, retention, and expansion playbooks

Who this is for

• SMB and mid-market leaders who need results—not hype

• CS and Ops teams tasked with retention, onboarding, and expansion

• Founders and execs who want AI that is governable, ethical, and useful on day one

What to expect

• Practical guidance, real examples, and “copy-paste” templates

• No vendor noise, no hand-waving—just what works

• A focus on outcomes: faster time-to-value, reduced risk, better retention

Subscribe now

Join to get full access to the newsletter, the archive, and all ToolBox Monthly drops. Start making AI and CSM work for your business today.