A tight pass through your customer journey, onboarding, and core workflows. You get a friction map, root-cause observations, and a prioritized 30-day action plan. Direct, tactical, and to the point.
I fix the operational friction slowing down your growth.
I help SaaS founders and service businesses clean up onboarding, support workflows, and internal systems — turning chaos into clarity in 30–60 days.
Most operational pain doesn’t come from “bad people.” It comes from unclear processes, broken handoffs, and tools that don’t match how the business really runs. I start by mapping how customers and staff move through your system, then redesign the journey and supporting structures so everything runs cleaner.
Customer-Facing Systems
- Customer journey mapping from first touch through retention.
- Onboarding redesign and activation path clarity.
- Reducing repetitive support tickets and confusion.
- Clear, reality-based CX documentation.
- Fewer “where do I click?” and “who owns this?” moments.
Internal Systems
- Workflow and SOP design for support, ops, and front-line teams.
- Escalation and troubleshooting frameworks.
- Tool setup and configuration (CRM, helpdesk, automations).
- Removing duplicate work and pointless steps.
- Making sure the system doesn’t live only in your head.
You don’t need a full reorg to feel relief. When we focus on the right flows, small but precise changes compound quickly.
- Ticket volume drops because repeat problems stop coming back.
- Onboarding stops being a time sink and becomes a clear path.
- Internal teams know who owns what — fewer “hot potato” issues.
- SOPs finally line up with how work actually gets done.
- Tools start working with your business instead of against it.
- Escalations become predictable, not chaotic.
- Customers activate faster and ask better questions.
- You stop spending your days untangling operational noise.
We pick one critical area — onboarding, support flow, escalation, or a cross-team process — and rebuild it properly. Cleaner steps, better handoffs, tuned tools, and documentation your team will actually use.
Ongoing troubleshooting, workflow improvements, documentation, and system optimization across your customer journey and internal operations. One person whose job is to keep friction low as you scale.
Mapped the customer journey and fixed broken handoffs between sales, ops, and support. Cleaned up tools and escalations. Result: fewer tickets, shorter resolution times, and less “who owns this?” confusion.
Took an onboarding process that required ~2 hours of manual back-and-forth and redesigned it into a clear 20–30 minute guided flow. Fewer customer questions, faster time-to-revenue, and a less annoyed team.
Untangled recurring escalation loops caused by unclear ownership and missing SOPs. Implemented a troubleshooting framework and routing rules so issues land in the right place the first time.
Documented the real way work was getting done, then simplified. Turned tribal knowledge into a set of clear, followable SOPs and gave the founder back multiple hours each week previously spent “re-explaining how we do it.”
I’m most useful when the business is already moving and the cracks are starting to show.
- SaaS founders (Seed → Series B) with growing user bases.
- High-touch service businesses scaling operations and headcount.
- Support teams needing cleaner workflows and escalation.
- Founders spending too much time putting out the same fires.
- Payment / fintech–adjacent businesses with complex flows.
- Boston-area SMBs with messy onboarding or internal ops.
- E-commerce brands (physical goods logistics).
- Teams looking for a Virtual Assistant to just "do tasks."
- Pre-revenue startups with no customers/flow to optimize yet.
I’ve spent decades working directly with small and mid-sized businesses — from personal tax clients to high-touch service operators to SaaS and fintech platforms.
At Punchey, I’ve supported hundreds of businesses through onboarding, troubleshooting, payments, and day-to-day operational systems. Before that, I built a strong technical and customer-facing base at Microsoft, Best Buy, TurboTax, and Time Warner/Spectrum.
That mix gives me practical pattern recognition: I see how real operations behave under load, where friction hides, and how to tighten systems without overcomplicating them. I’m not trying to “transform your culture.” I’m here to make your systems stop fighting you.