Advising
Design, build, and scale your SaaS Academy with confidence
We help B2B SaaS organizations, program leaders, and individuals at different stages of their Academy journey. Whether you’re launching a new initiative, scaling an existing program, or optimizing your strategy for long-term success, we provide the expert guidance to succeed.
Who we advise
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We work with executive sponsors and leadership teams to integrate education into their strategy, align it with business objectives, and build cross-functional support for long-term success.
We collaborate across all levels:
- Executive Leadership – Aligning education with business goals
- Department Heads & Leaders – Ensuring cross-functional support
- Program Leaders – Providing strategy, structure, and best practices
- Program Employees – Optimizing execution and efficiency
From Marketing to CS, Product to RevOps, we partner with department heads and collaborate with their teams to embed education into workflows, campaigns, onboarding, and customer success motions - making your academy an internal ally, not a siloed side project.
We collaborate across all departments:
- Customer Success – Integrating training into onboarding and ongoing enablement
- Marketing – Positioning education as a content and lead-generation asset
- Sales & RevOps – Equipping teams to leverage education in deals and renewals
- Product – Embedding learning opportunities into the product experience
We guide Academy program leads and their teams through strategic planning, operational execution, and team development. Whether you're launching your first course or scaling a multi-product certification program, we’re in it with you.
We act as your trusted partner to bridge these gaps, helping:
- Department Heads & Sponsors – Secure leadership buy-in and resources
- Program Leaders – Establish frameworks for long-term success
- Program Teams – Streamline operations and execution
We help you grow your impact, develop in your role, and align your work with measurable business goals. If you’re responsible for delivering customer education, you’re likely navigating:
- Opportunities for greater impact but limited support
- Challenges in scaling operations while maintaining quality
- A lack of bandwidth from leadership to focus on continuous improvement
We help you excel in your role, increase your influence, and drive measurable results for your team and organization.
Our advising method
We're not just advisors - we're your partner in execution.
Working with us, you can expect:
An Insurance Policy for Your Investment
We help you make smart short-term decisions that future-proof your program - building internal ownership, not vendor dependency.
Hands-On Collaboration
Weekly calls, async reviews, and fast-turn feedback. We roll up our sleeves and embed with your team.
From Strategy Through Execution
We advise across all stages: strategy, curriculum planning, operational buildout, and launch readiness.
Scalable Operations
Content management, tech stack integration, documentation, and repeatable processes - so your team can grow without chaos.
Industry-Leading Educational Design
Certification programs. Modular content. Behavioral learning outcomes. We help you build education that works.
Context You Can Trust
We've hired, trained, and coached hundreds of education pros. We stay tapped into the market, so your program stays relevant.
How we work
We don’t just advise from the sidelines - we work alongside you as partners in execution.
We believe in pay-for-performance and flexibility - no upfront payments, monthly invoicing, and a cancel-anytime policy with no penalties.
Our standard engagement includes:
4x 60-minute strategy calls per month (customizable based on needs)
6+ hours/month of async support for stakeholder calls, content reviews, and operations build-out
Access to our library of templates, playbooks, and frameworks
Private Slack or email support with 24-hour response times (Mon–Thurs)
Quarterly program reviews to assess progress and refine strategy
Additional services
Consulting
Ideal if you need a fast-tracked strategy but lack internal resources for execution.
LMS/XP Selection
Included in our advising, but available as a full "do-it-for-me" service.
Content Acceleration
Hands-on guidance for scriptwriting, lesson planning, asset development, and more.
Instructional Design
Frameworks and guidance to improve learning effectiveness.
Certification Program Development
From design and build to launch and management, for SaaS orgs with 10k+ users.
Ready to transform your education? 
We can help you unlock the full potential of your Customer Education program. Let’s talk – schedule a call.