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Notes on running customer operations

Practical writing on pipelines, handoffs, renewals and the everyday systems that keep customer work moving.
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Operations
Oct 14, 2026

From spreadsheet to system: moving customer records without losing their history

A practical sequence for migrating accounts, contacts and open work out of shared spreadsheets — and deciding what to leave behind.
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Operations
Oct 14, 2026
From spreadsheet to system: moving customer records without losing their history
Operations
Sep 15, 2026
Every account needs one owner. Here is how to assign them.
Operations
Sep 8, 2026
Your first five automations: start with the boring ones
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Short notes on pipelines, handoffs and renewals. Unsubscribe at any time.
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