Sage Solutions

The scalability of the Sage CS Framework is unmatched, I’ve achieved success with this model at companies ranging from $250M to $2B ARR.

— Rick Hanson
GTM President, Forcepoint

Partnering with Alexis and Tess on multiple engagements, I've witnessed firsthand their ability to deliver improved retention & expansion growth at B2B Tech companies. They stay on the leading edge of best practices, while being practical in recommendations to meet companies where they are today. Their operational expertise is unmatched, as they build the process, playbooks, and infrastructure into your existing GTM systems to drive immediate impact in the field.

— Cody Davis

Managing Partner, Interlock Commercial Partners

When I partnered with Alexis and Tess, I was in awe of how naturally they complemented each other. And I’ve seen firsthand how they can reshape a team. They took an extremely (and needlessly) complex renewals process and built something far more scalable and efficient

— Lisa McEachern
Director of Renewals

Sage truly understands the customer journey and they deeply understand post-sales. They didn’t just help us design a retention playbook; they built it in Gainsight, giving our team the visibility and automation to manage renewals proactively and spot expansion opportunities. It transformed how we approached the renewal motion.
— Nate Anderson
Chief Revenue Officer

I’ve worked with Alexis on multiple consulting engagements, her ability to diagnose retention challenges, and design a strategy for sustainable growth is unmatched.

— Amanda Swartz
Chief Marketing Officer, Cascade Services

I had the pleasure of working with Tess on complex, cross-functional projects, where her ability to turn strategy into scalable, real-world solutions truly stood out. She combines operational excellence with strong product and UX intuition, always grounding her decisions in both business goals and technological realities. Together, we built strategies and concrete solutions that addressed complex product requirements and delivered measurable impact. Tess is a thoughtful, collaborative partner who elevates every team she’s part of. I highly recommend working with her.

— Inbal Berkovitz
Head of UX

Alexis and Tess have unmatched knowledge and expertise of what actually drives retention. They think deeply about the customer journey and how each moment impacts the renewal and growth. Their recommendations are always grounded, practical, and built to work in the real world. Most importantly, they know how to help post-sales teams scale without losing the customer at the center.

— Jamie Kleinerman

Partner, Interlock Commercial Partners

Partnering with Alexis to bridge the gap between Product and Customer Success has been a career highlight. Together, we tackled massive initiatives, most notably launching the Customer Advisory Board from the ground up. Alexis has an incredible ability to operationalize feedback loops, ensuring the customer voice isn't just heard but acted upon. If you are looking for a leader who can drive cross-functional alignment and execute on high-level strategy, Alexis is the one.

— Anonymous
Cyber Security leader

Alexis is such a natural and effective coach, she has always helped me maintain perspective through pivots and setbacks during my career. She has really helped me grow personally and professionally.

— Ale Smith-Treviño
Retail B2 Strategy, Apple
Former Manager, Deloitte

Alexis possesses a rare combination of empathy and tactical precision. We worked closely to design and launch a 'Red Accounts' program that completely transformed how we handle at-risk customers. Her ability to de-escalate tense situations and turn them into retention opportunities is unmatched. Whether she is soliciting critical product input or navigating a crisis, Alexis approaches every challenge with a calm, solution-oriented mindset.

— Alex Horan
VP of Products, Onapsis