Who We Are

At The Close and Keep Co., we believe service and sales are not separate departments—they're the heartbeat of your brand.

Our mission is simple:
Convert with Confidence. Retain with Purpose.

We exist to help business owners plug the silent leaks in their sales and service systems. Whether it’s a missed follow-up, a broken customer journey, or a team unsure how to close—our job is to bring clarity, consistency, and conversion.

Because customer retention shouldn’t be a gamble—it should be your growth strategy.

I’ve spent over two decades working across sales, customer service, and operational leadership. From inside sales to outside consulting, from training small business teams to helping enterprise companies track millions—I’ve done it.

What I saw across every business was this: They weren’t losing clients because their product wasn’t good enough. They were losing them because no one followed up. No one owned the journey.

That’s why I started The Close and Keep Co. — to bridge the gaps between how businesses sell, how they serve, and how they sustain customer loyalty. I built the exact tools and systems I wish I had when I was trying to grow, lead, and retain at scale.

Today, I help businesses of all sizes stop the silent churn, increase retention, and build processes that feel both automated and personal.