Tool Ecosystem
Integration Flow
Integration Platforms
SaaS platforms I integrate and build customer success workflows with.
Design & Diagramming
UI/UX Design
Wireframes, prototypes, design systems, component libraries
Architecture Diagrams
System diagrams, flowcharts, technical sketches, whiteboarding
Collaborative Boards
Brainstorming, sprint planning, retrospectives, workshops
Technical Projects
Unified CRM and workspace data into customer spine with health scoring. Deployed renewal playbooks with AI-driven risk detection (ChurnShield agent).
Highlights
- 18% churn reduction
- 30+ days early churn warning
- 90+ minutes saved per CSM daily
- Event-driven syncs with <0.5% error rate
Built centralized customer success workspace in Notion with automated health dashboards, renewal tracking, and team collaboration flows.
Highlights
- Automated weekly health reports
- Integrated Slack alerts for at-risk accounts
- CSM playbook templates and SOPs
- 50% faster onboarding documentation
Designed renewal pipeline in Airtable with automated workflows for contract tracking, stakeholder mapping, and revenue forecasting.
Highlights
- 360° customer view with linked records
- Automated renewal reminders (90/60/30 days)
- Revenue forecasting dashboards
- Stakeholder engagement scoring
Created interactive customer 360 dashboards in Coda pulling data from CRM, support, and product analytics for executive reviews.
Highlights
- Real-time NPS and CSAT integration
- Product usage heatmaps
- Executive QBR templates
- Churn risk scoring models
Implemented customer success operations in Asana with task automation, handoff workflows, and team capacity planning.
Highlights
- Automated customer onboarding tasks
- Sales-to-CS handoff automation
- Capacity planning dashboards
- 35% improvement in response times
Configured HubSpot for customer success with lifecycle stages, health scoring, and automated outreach sequences.
Highlights
- Customer health score automation
- Lifecycle stage progression workflows
- Automated NPS survey triggers
- Executive reporting dashboards
Built customer implementation and project tracking boards with milestone automation and stakeholder communication.
Highlights
- Implementation timeline templates
- Automated milestone notifications
- Client portal views
- Resource allocation dashboards
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