How Do I Find Out Who Can Say Yes before I Pitch Anyone?
How to find the decision maker before outreach: use public sources to trace who owns the budget, who owns the problem, and who bought similar tools.
Change the SaaS
Posts, kits, and a book for the people who have to move a deal or an account that stalled.
Are you an…
Every tool in the kits is a form, a scorer, a checklist, or a reference you use on a live account. Not a course.
Eleven tools for finding the person who can actually say yes: what to look for in a company, who to prioritize, and how to interpret the replies you get along the way.
Twelve tools to work out who a stalled account is waiting on, what's holding them back, and what they need to move forward.
Both kits are built on it
A communication system for creating stability while a change is under way.
Individual license · $197
See licensingFollows one account through all three seats, SDR to AE to CSM, to the renewal. Thirteen worksheets in the back, ready to copy into your account record.
If you're a founder handling customer success yourself, or the sales lead who inherited it, I take on async consulting engagements. The details are on the consulting page.

How to find the decision maker before outreach: use public sources to trace who owns the budget, who owns the problem, and who bought similar tools.

Your champion left mid-deal. What to do in the first 48 hours and first week, how to approach the successor, and how to tell if the deal is still alive.

When you stop believing in the product you sell, find what broke: the product, your target list, or the messaging. Each one calls for a different move.

Before the first software training, settle scope: what the tool replaces, what stays the same, and who decides the daily workflow. A five-answer checklist.