Carlos Ramey
Transform Customer Chaos Into Revenue Growth
You're Losing Customers (And You Might Not Even Know It)
Every unanswered email. Every confusing onboarding. Every support ticket that takes three days to resolve. They're all revenue leaks—and they're costing you more than you think.
I fix that.
I'm Carlos Ramey, and I help growing companies turn customer chaos into predictable revenue by building systems that actually work.Let's Talk
Ready to Turn Customer Chaos Into Revenue Growth?
Here's what happens next:Schedule a free 30-minute consultation - We'll discuss your biggest customer success challenges
I'll share quick wins - You'll leave with at least 2-3 actionable ideas (even if we never work together)
We'll decide if we're a fit - No pressure, no sales BS—just an honest conversation[Schedule Your Free Consultation]
Or reach out directly:
📧 [email protected]
📱 917-304-3609
Based in: Elizabeth, NJ (serving clients nationwide)Frequently Asked Questions
Q: Do you only work with SaaS companies?
A: No! While I have deep SaaS experience, I've worked with healthcare practices, professional services firms, and traditional businesses. Customer success principles apply everywhere.
Q: How quickly will I see results?
A: Most clients see measurable improvements within 30 days. Quick wins like automation and workflow fixes show immediate ROI.
Q: Do you only work on-site?
A: I work primarily remote with occasional on-site visits as needed. Most of my implementations can be done effectively remotely.
Q: What if I already have a customer success team?
A: Perfect! I often work with existing teams to level them up, implement better systems, and provide strategic direction.
Q: Can you help with HIPAA compliance?
A: Absolutely. I have extensive healthcare IT experience and have led multiple HIPAA compliance audits and implementations.
Q: What size companies do you work with?
A: My sweet spot is $500K - $10M in revenue, but I've worked with everyone from startups to Fortune 50 companies.
Q: Do you build custom software?
A: I focus on implementation and integration of existing tools, plus automation using Python and low-code platforms. For custom software development, I can recommend partners.Final Thought
Your Customers Are Writing Reviews Right Now
The question is: Are they thank-you notes or warnings to stay away?
Every day you wait to fix your customer experience is another day of lost revenue, damaged reputation, and missed opportunities.
But here's the good news: This is fixable. And it's fixable faster than you think.
Let's talk about turning your customers into your best salespeople.
[Schedule Your Free Consultation Now]P.S. — Still not sure? That's fine. But do me a favor: calculate what one churned customer costs you in lifetime value. Then multiply that by how many you lose each month. That number should scare you enough to at least have a conversation.
I Build Customer Success Infrastructure That Scales
The Problem (That You Probably Have)
Does This Sound Familiar?Your support team is drowning in tickets while customers wait days for responses
You have three different systems that don't talk to each other (and nobody knows which data is real)
Customer churn is climbing but you can't figure out why because you're not measuring the right things
You hired a "Customer Success Manager" but they're just doing reactive support, not strategic retention
Your onboarding is chaotic and new customers ghost you before they see value
You're growing fast but your customer experience is breaking under the pressureHere's the truth: These aren't "growing pains"—they're preventable losses.
And every day you wait, you're leaving money on the table.How I Help
I Build Customer Success Infrastructure That Scales
I don't just consult—I roll up my sleeves and fix things. Here's what that looks like:
🔧 Fix What's Broken (Fast)Eliminate ticket backlogs through automation and workflow redesign
Integrate your disconnected systems (Zendesk, HubSpot, Salesforce—whatever you're using)
Implement AI-powered solutions that handle routine work so your team can focus on humans
Set up proper telephony, live chat, and omnichannel support that actually works📊 Measure What MattersDeploy real success metrics (NPS, CSAT, CES) so you know what's working
Build dashboards that show customer health at a glance
Create early warning systems that flag at-risk accounts before they churn
Track the metrics that tie directly to revenue and retention🚀 Build Systems That ScaleDesign onboarding flows that get customers to value in days, not weeks
Create playbooks for customer success that work whether you have 10 or 10,000 clients
Automate repetitive processes using Python, Ansible, N8N, and no-code tools
Train your team to operate at scale without burning out💰 Turn Retention Into RevenueIdentify expansion opportunities in your existing customer base
Build quarterly business review processes that uncover upsell potential
Create customer advocacy programs that generate referrals
Reduce churn by fixing the root causes, not just the symptoms
What Makes Me Different
I'm Not a Typical Consultant
Most consultants give you a 40-page deck and leave. I actually fix things.
✅ Technical + Strategic: I can debug your API integration AND design your retention strategy
✅ Hands-On Implementation: I build the automations, write the Python scripts, configure the systems
✅ Healthcare IT Expertise: HIPAA compliance, EMR/RCM systems, HL-7, X12/EDI—I speak the language
✅ AI-Powered Solutions: I implement cutting-edge AI tools (including Claude, ChatGPT, and custom automations)
✅ Startup to Enterprise: I've built CS operations from scratch and scaled them
✅ 15+ Years Proven: From Fortune 50 (Comcast) to high-growth startups—I've seen it all
My Superpower? I translate between engineers and executives. I can discuss SQL database optimization with your dev team in the morning and present ROI projections to your board in the afternoon.
Let’s Make Your Customers Love You (Even More)
Services
How We Can Work Together
🔥 Customer Success Audit ($5,000)
Perfect for: Companies who know something's wrong but can't pinpoint what
What You Get:Comprehensive 2-week audit of your entire customer journey
Analysis of your current systems, workflows, and metrics
Detailed report identifying revenue leaks and quick wins
30/60/90-day implementation roadmap
2-hour strategy session to review findingsOutcome: Clear action plan to reduce churn and improve customer experience🚀 Customer Success Infrastructure Build ($15,000 - $35,000)
Perfect for: Companies ready to build scalable CS operations
What You Get:Full system integration (CRM, support, telephony, analytics)
Automated workflows and AI-powered tools
Success metrics implementation (NPS, CSAT, CES)
Team training and playbook creation
90-day hands-on implementation with ongoing supportOutcome: Complete customer success infrastructure that scales with your growth🎯 Fractional VP of Customer Success ($8,000 - $12,000/month)
Perfect for: Growing companies not ready for a full-time VP
What You Get:Strategic leadership for your CS team (10-15 hours/week)
Executive-level decision making and prioritization
Team hiring, training, and performance management
Quarterly business reviews and board reporting
Ongoing system optimization and automationOutcome: Executive-level CS leadership without the $200K+ salary💡 AI Implementation for Customer Success ($10,000 - $25,000)
Perfect for: Companies wanting to leverage AI for competitive advantage
What You Get:Custom AI workflow design for your specific business
Implementation of AI tools (Claude, ChatGPT, custom solutions)
Automation of repetitive CS tasks
Training for your team on AI-assisted workflows
Ongoing optimization and iterationOutcome: Your team operates 3x faster with AI handling routine work🏥 Healthcare IT Compliance & Operations (Custom Pricing)
Perfect for: Healthcare practices, RCM companies, health tech startups
What You Get:HIPAA compliance audits and remediation
EMR/RCM system optimization
HL-7, X12/EDI integration support
Revenue cycle management improvement
Cybersecurity hardeningOutcome: Compliant, efficient operations that maximize revenueWho I Work With
Ideal Client Profile
You're a great fit if you're:
✅ Growing Fast (or Want To) - Revenue between $500K - $10M, scaling quickly
✅ Customer-Dependent - SaaS, healthcare, professional services—your success = customer success
✅ Technically Complex - You have integrations, APIs, or specialized workflows
✅ Ready to Invest - You understand that fixing this pays for itself in retained revenue
✅ Action-Oriented - You want solutions implemented, not just PowerPoints
Industries I Specialize In:Healthcare IT & Medical Practices
SaaS & Technology Companies
Professional Services Firms
Financial Services
Any B2B business with complex customer journeysThe Process
How We'll Work Together
Week 1: Discovery
I audit your current systems, talk to your team, analyze your data, and identify the biggest opportunities.
Week 2-4: Quick Wins
We implement fast fixes that show immediate ROI—usually automation that eliminates bottlenecks.
Week 5-12: Infrastructure Build
We build the scalable systems, integrate your platforms, train your team, and establish metrics.
Ongoing: Optimization
We measure, iterate, and continuously improve based on real data and customer feedback.
Throughout: I'm hands-on. I'm in your Slack, I'm building the workflows, I'm training your team. This isn't arm's-length consulting—I'm part of your team until the job is done.Why Customer Success Matters (Beyond SaaS)
This Isn't Just For Software Companies
Customer Success is a philosophy, not a department. Whether you're:A medical practice keeping patients engaged in their care journey
A financial advisor maintaining client relationships year after year
A manufacturing company supporting distributors and end-users
A professional services firm ensuring client satisfaction and referralsThe principles are the same: Understand your customers. Anticipate their needs. Create ongoing value.
The companies that master this don't just survive—they dominate their markets through referrals, expansion revenue, and unbreakable customer loyalty.
I help you build that.