I help organizations adopt change and turn strategic vision into reality.
Transformation and change management for customer success, business operations, sales, and marketing teams — through project consulting, fractional leadership, or embedded advisory.
Four areas of work, always in service of the same thing: retention, simpler execution, and change that sticks.
Transformation & change management
Change people actually adopt. Prosci® practice and ADKAR applied to align leaders, surface resistance early, and design adoption into the rollout rather than hope for it.
Change strategy & impact assessment
Executive workshops & alignment
Adoption & reinforcement plans
Process modernization
Map the work end to end, remove the steps that don’t earn their keep, and write down what good looks like so the improvement holds.
End-to-end workflow mapping
SOPs & team enablement
Quote-to-cash & billing simplification
Enterprise systems consolidation
Bring duplicate systems and fragmented accounts into one place after an acquisition or a period of fast growth.
Integration roadmaps
System migration & audits
Go-to-market operations
Technology enablement & AI adoption
Build the business case, evaluate tooling honestly, and close the gap between deployment and daily habit.
AI readiness & tooling evaluation
Business cases & ROI
Vendor selection & negotiation
How I work
From blueprint to results.
Think of me as a general contractor for organizational change: you have the blueprint, and I make sure what gets built matches what was promised.
01
Understand
Listen first. I map what’s actually happening across teams, systems, and customers before proposing anything.
02
Align
Bring leaders to one page on the problem, the priorities, and what success will be measured against.
03
Build the plan
Turn the vision into a practical roadmap with clear ownership, realistic sequencing, and a business case that holds up.
04
Execute together
Work hands-on with the teams who run the business every day, applying Prosci® change practice so adoption is designed in—not hoped for.
05
Measure & embed
Track results against the plan, adjust as reality shifts, and leave behind processes your teams can carry forward.
Ways to work together
Project consulting
A defined challenge with a clear endpoint—vendor selection, an integration, a roadmap—delivered to a measurable result.
Fixed fee per project
Fractional leadership
Ongoing strategic capacity for a team or function without a full-time hire—leading programs and people part of the week.
Monthly retainer
Embedded advisory
A trusted seat alongside your leaders, shaping decisions and keeping execution on track as the work unfolds.
Monthly retainer
How engagements are priced
Every engagement starts with a scoping call and a written proposal: the scope, the timeline, and what success looks like. Defined projects are quoted as a fixed fee; ongoing fractional and advisory work runs on a monthly retainer. Rates aren’t posted here — we agree on the structure that fits the work.
Whatever structure fits, the approach stays the same: the best solutions are co-designed, not handed down. Outside perspective and structured thinking, combined with the wisdom already inside the business, so what we build together is rigorous and genuinely executable.
Selected work
Change you can measure.
A few of the challenges I’ve helped teams navigate—and the outcomes we worked toward together.
Process modernization
75%
Reduction in product catalog
A simpler catalog, a cleaner quote-to-cash
Strategic transformation
>95%
Gross revenue retention within 90 days
A unified customer journey. Stronger retention.
Systems consolidation
4 months
To consolidate core business systems after a $150M acquisition
Making integration work—without losing momentum
Technology enablement
5,000 hrs
Projected annual time savings
From AI potential to a practical path to ROI
Selected outcomes from Sarah’s transformation leadership at Pushpay, prior to founding Windshift Consulting. AI savings are projected upon full launch.
I’ve spent 15 years helping organizations navigate the space between a big idea and a real result. My experience is rooted in customer success, business operations, sales, and marketing—connecting strategy, people, and execution when the path forward isn’t obvious.
I’m the glue across cross-functional teams and the translator between technical and business, having started my career close to the technical side, implementing systems for a fast-scaling startup. That means I can sit with an integration roadmap or a vendor scorecard and still keep the customer journey in view.
Before founding Windshift Consulting, I led strategic transformation at Pushpay, working primarily with customer success, business operations, sales, and marketing leaders. From AI adoption to customer retention and acquisition integration, I turn complex challenges into practical plans built with the people who run the business every day.