Adaptfolio

We deliver tailored Customer Success strategies and implementation, enabling businesses to achieve customer experience excellence and elevate client engagement while streamlining Customer Operations and optimizing CRM systems to deliver measurable results.

Main Content

Customer Management | RevOps

Driving Customer Engagement
and Operational Excellence

CONTACT US Learn More

I help SaaS teams turn overwhelmed, reactive customer management into structured, scalable success through tailored strategy, hands on implementation, and CRM systems that actually get used.

Customer Success, made structured

Why Work With Me

Most teams are not lacking effort. They are lacking structure.

As SaaS teams grow, customer management can quickly become reactive. Teams start relying on sticky notes, spreadsheets, scattered updates, and inconsistent processes just to keep up. Adaptfolio brings clarity to that chaos. I help SaaS teams design repeatable Customer Success processes, implement them into CRM systems, and create the structure needed to engage customers, streamline operations, and scale with confidence.

Help, not just advice

Adaptfolio is built for teams that need more than recommendations. I partner with you to create practical systems, clear playbooks, and better ways of working that your team can actually use.

Engage Customers

Create repeatable playbooks for onboarding, retention, expansion, and renewals so every customer receives a consistent, high value experience.

Streamline Operations

Map your customer management process into a CRM system that replaces scattered notes and spreadsheets with one reliable source of truth.

Flexible ways to work together

Every team is at a different stage. At Adaptfolio, I offer flexible support based on where you are, what you need, and how quickly you want to move.

Fractional Team

  • Ideal when you need senior capability without hiring a full time team.
  • Get ongoing support from an embedded team with expertise across Customer Success and/or Revenue Operations.

Learn More

Project Based

  • Need help with a specific initiative?
  • I can help scope, build, and complete focused projects such as CRM implementation, customer journey mapping, onboarding playbooks, renewal processes, or reporting improvements.

Learn More

Hybrid Model

  • Combine ongoing support with focused project execution.
  • This model works well when your team needs both immediate progress and continued improvement, balancing strategic guidance with hands-on delivery.

Learn More

Don’t take our word for it

Feedback that speaks for itself
“What truly sets Michelle apart is her laser focus on delivering a best in class customer experience. Her results driven approach is evident in every aspect of her work, and it is no surprise that she consistently exceeds expectations.”"
Laura Main, Managing Director, NA
“Michelle has a unique talent for turning challenges into opportunities and inspiring those around her to go above and beyond. She understands customer needs deeply and fosters a culture of support and respect.”
Taylor Martin, VP of Custome
“I had the privilege of working closely with Rebecca as our Revenue Operations Leader, and I highly recommend her as an exceptional professional who brings invaluable expertise to every project she takes on.”
Romina Rooney, Director of Customer Success

Ready when you are

Let’s bring structure to your Customer Success

Tell me where things stand today, what feels messy, and what your team is trying to improve. I will help you identify a clear path forward.

Book a Consultation Call