the HALO advisory group

HALO (Helping and Leading Organizations) is a modern advisory group for startups, turnarounds, high-growth teams, and organizations at an inflection point—those that need executive clarity, operational momentum, and post-sale success without permanent overhead. We provide fractional leadership and high-impact advisory across Customer Success, Experience, and Operations—with deep experience in SaaS, digital health, and healthcare technology. From early-stage startups to scaled enterprises, HALO helps companies transform ambiguity into execution and turn customer relationships into long-term value. Our flagship service, RemoteCSM, delivers embedded Customer Success Managers to drive adoption, retention, and expansion—without building a CS team from scratch. We also offer strategic consulting and hands-on support in: • Fractional CCO, CXO, COO, VP, Director level leadership • Post-sale optimization and retention design • Operational & process improvement • Organizational change & enablement • Digital health & SaaS commercialization • AI-powered tools for CS, SOPs, and workflows HALO’s approach is collaborative, practical, and tailored to each client’s stage and vision. We work side-by-side with our partners to drive outcomes—not just recommendations. 📬 Contact: angel@halocg.org