B2B Operations Consulting

We Know What Good
Looks Like And
We Build It.

We help B2B companies streamline and automate broken processes — bringing senior operating leadership without the cost or commitment of a full-time hire.

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20+
Years of Global B2B Operations Leadership
$35M→$500M
Revenue Scale Experience
60%
Faster Time-to-Value
Former COO & SVP
Not a Career Consultant
PE-Backed & SaaS Experience
Embedded Until Done
Sudbury, MA — Serving Nationally
The Problem

Your operations are holding you back — and you know it.

Processes are manual and inconsistent

Your team is doing the same work twelve different ways and no one can tell you why.

Your team is overwhelmed

Growth is exposing every gap — and your best people are buried in operational noise.

AI won't fix a broken foundation

Before AI can deliver value, the processes and data underneath need to be clean and connected.

"

Most companies don't have a technology problem. They have a foundation problem. We fix the foundation first. Then we build on top of it.

— Dan Waggenheim, Founder
How We Help

Senior operating leadership — from diagnosis to execution

We don't hand you a deck and disappear. We stay embedded until the work is done.

01

Operating Model Transformation

Assess, design, and implement the operating model your business needs to scale. Customer lifecycle, revenue operations, Q2C — we've built these before.

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02

Fractional COO Leadership

Embedded operating leadership 2–3 days per week. Not a consultant who advises — an operator who owns the outcome alongside you.

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03

Workflow Automation & AI

Practical automation and AI agents that eliminate manual work. Custom builds when needed, off-the-shelf platforms when they fit better.

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04

Digital Transformation

End-to-end technology transformation for companies building their digital foundation — ecommerce, ERP integration, logistics platforms, and AI on top.

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Case Study

From assessment to COO appointment

Pipeline360 — B2B Demand Generation

"The assessment revealed exactly what needed to change — and who needed to lead it."

An operational maturity assessment of Pipeline360's customer-facing organization revealed systemic gaps in delivery, forecasting, and customer outcomes. The recommendations were so closely aligned with what the business needed that the engagement led directly to Dan's appointment as Chief Operating Officer — where he transformed operations from tactical campaign management to an outcomes-driven model.

60%
Reduction in time-to-value
99%
In-period forecast accuracy

Ready to fix what's broken?

Start with a conversation. No pressure, no pitch — just an honest assessment of whether we're the right fit.

Book a Discovery Call See What We Do
What We Do

Senior operating leadership —
from diagnosis to execution.

Most engagements start with an assessment. We get inside your business, understand what's broken, and deliver a prioritized roadmap. From there, you choose how much support you want.

How We Work

We don't hand you a deck and disappear.

01

Diagnose before we prescribe

We assess what's actually broken before recommending anything. No assumptions, no pre-baked solutions.

02

Start small, prove it, then build

Quick wins first — demonstrate value early, build confidence, then scale the transformation.

03

Hands-on, not arms-length

We stay embedded until the work is done — not just until the deck is delivered. We own the outcome alongside you.

04

Outcome-driven, not activity-driven

We define what success looks like upfront and measure everything against it. Progress is measured in business results.

Our Services

Engagements designed to flow naturally

Each engagement can stand alone or progress naturally to the next — from diagnosis through execution to ongoing support.

SKU 1

Assessment

→
SKU 2

Roadmap

→
SKU 3

Fractional COO

+
SKU 4

Implementation

→
SKU 5+6

Ongoing

Service What You Get Duration Next Step
Operational Maturity Assessment
"Diagnose before you prescribe"
 Current state findings, gap analysis, prioritized roadmap, executive readout 3–4 weeks Let's Talk
Transformation Roadmap & Design
"Blueprint for change"
 Operating model design, process maps, tech recommendations, implementation plan 4–6 weeks Let's Talk
Fractional COO / Embedded Lead
"Strategy through execution"
 Weekly operational leadership, initiative ownership, KPI tracking, board reporting 3–12 months Let's Talk
Automation & AI Implementation
"Build what the roadmap calls for"
 Custom automation builds, platform implementation, documentation, training Varies by scope Let's Talk
Workflow Automation Add-On
"Next workflow, same trusted team"
 Single workflow automation for existing clients — fast to kick off 2–4 weeks Let's Talk
Technology Support Retainer
"Keep it running, keep it improving"
 Monthly maintenance, troubleshooting, minor enhancements, optimization Ongoing Let's Talk
Digital Transformation Lead
"End-to-end program direction"
 Full program direction — vendor selection, subcontractor management, single point of accountability 9–12 months Let's Talk

Not sure where to start?

Most clients start with an assessment. It's the lowest-risk way to get clarity on what's actually broken — and what to do about it.

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AI as a Service

AI that actually works —
because the foundation works.

Most AI experiments fail not because the technology doesn't work — but because the processes and data underneath are broken. We fix the foundation first. Then we build the AI on top of it.

The critical insight most AI vendors won't tell you

Clean data, connected systems, and defined workflows must exist before AI can deliver value. If your order entry is manual, your onboarding is inconsistent, and your systems don't talk to each other — AI will amplify the chaos, not fix it. Pragmatic Operations builds the foundation first. That's what makes the AI work.

Service Tiers

Three ways to work with us on AI

TIER 01

Build

We design and deploy AI agents and workflow automations tailored to your business — custom or platform-based, depending on what fits best.

Custom + Off-the-Shelf
TIER 02

Manage

We maintain, monitor, and continuously improve your automation after deployment. You don't need to manage it — we do.

Monthly Retainer
TIER 03

Enable

We build the automation and train your team to own and operate it. Build internal capability over time rather than creating dependency.

Build + Train
Flagship Use Case

Customer Onboarding Automation

When a deal closes, everything that needs to happen next — project creation, team notification, welcome email, status tracking — happens automatically. No manual handoff. No dropped balls. Every new client gets the same experience from day one.

Deal Closed Won
→
Project Created
→
Team Notified
→
Welcome Email Sent
→
Tracking Active
Platform Knowledge

Off-the-shelf or custom — we know the difference

Not every problem needs a custom build. We know the market well enough to recommend the right tool for the job.

Enterprise CS Platforms

For large teams with complex portfolios

Gainsight · Planhat

Mid-Market CS Platforms

For growing SaaS teams needing fast time-to-value

ChurnZero · Vitally · Totango

AI-Native Platforms

Modern, AI-first approaches to CS operations

Velaris · Oliv AI · Coworker AI

Onboarding Specific

Purpose-built for post-sale handoff automation

OnRamp · Monday.com · Dock

CRM-Based

For teams wanting unified data under one roof

HubSpot Service Hub

Custom Automation

When off-the-shelf doesn't fit or budget is limited

n8n · Make.com

Ready to automate what's slowing you down?

Start with a conversation about what you're trying to fix. We'll tell you honestly whether a custom build or an existing platform is the right answer.

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About

20+ years doing the work —
not just advising on it.

Pragmatic Operations was founded on one belief: the best consultants are operators first. People who have sat in the seat, made the calls, and owned the outcomes.

Dan Waggenheim — Founder, Pragmatic Operations
Founder & Principal

Dan Waggenheim

Dan is a B2B operations executive who has spent 20+ years building and scaling the operational infrastructure that allows companies to grow. He has led operations at companies ranging from $35M to nearly $500M in revenue — building customer success functions from scratch, leading enterprise technology transformations, and serving as Chief Operating Officer.

He is not a career consultant. He's an operator who has sat in the seat, made the calls, and owned the outcomes. That distinction matters — because when Dan recommends something, it comes from having actually done it.

Pipeline360 — Chief Operating Officer

2025–2026

Assessment engagement led to COO appointment. Reduced time-to-value by 60%, achieved 99% forecast accuracy.

Informa TechTarget — SVP Business Operations

2022–2025

Led enterprise Q2C transformation (CPQ, CLM, OMS) supporting growth toward $1B revenue.

TechTarget — SVP Customer Success Operations

2019–2022

Built global CS Operations; drove MRR/ARR growth through scalable lifecycle workflows.

TechTarget — VP Operations

2004–2019

Scaled operations from $35M to $200M+ revenue; led 75-person global team.

Lean Six Sigma

Yellow, Green & Black Belt Certified

Project Management

Project Management Certified (PMC)

Education

B.S. Business Management, UMass Amherst Isenberg School

Technical Expertise

Salesforce Dealhub (CPQ) Ironclad (CLM) Gainsight Zendesk ServiceNow Smartsheet Airtable Monday.com ClickUp Workfront Nintex (BPM) UIPath (RPA) n8n HubSpot

Let's talk about what you're building.

30 minutes. No pitch, no pressure. Just an honest conversation about whether we're the right fit.

Book a Call with Dan
Contact

Let's talk about
what's broken.

Start with a 30-minute discovery call. We'll listen to what you're dealing with and give you an honest read on whether we can help.

Get in touch

Reach out directly or use the form to tell us a bit about your situation. Dan responds personally to every inquiry within one business day.

Email

dan@pragmaticoperations.com

Phone

781-405-2750

Location

Sudbury, MA — serving clients nationally

LinkedIn

linkedin.com/in/dan-waggenheim-220b621

Book a 30-Minute Discovery Call

Choose a time that works for you. No prep needed — just come ready to talk about what you're working on.

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Or send a message

Tell us a bit about your situation and we'll be in touch within one business day.