Analyst. Connector. Impact Maker.

Speed to clarity in complex, ambiguous environments.

Travis Roe presenting at InsureTech Connect (ITC) 2025
Presenting "Be Honest, Are You Ready For AI?" at InsureTech Connect (ITC) 2025

I help teams align on where they are, where they’re going, and what actually matters. By clarifying the real problem early, decisions happen faster, adoption sticks, and momentum returns.

Most teams try to move faster by adding output.

I remove friction by forcing alignment on the real problem first.

For leaders who need clarity they can defend. Not for opinions without ownership.

Travis Roe presenting at InsureTech Connect (ITC) 2025
Presenting "Be Honest, Are You Ready For AI?" at InsureTech Connect (ITC) 2025

Often brought in when

  • A product or offering lacks clear product-market fit
  • Sales and product strategy are misaligned
  • Executive decisions stall late in the cycle
  • Partnerships exist but aren’t producing momentum
  • Teams are busy, but progress isn’t visible or felt

Common entry roles or contexts

  • Senior pre-sales or solutions Individual Contributor
  • GTM Advisory
  • Product or GTM inflection points
  • Post-acquisition or transition periods
  • Early-scale or stalled-growth environments

How I create momentum when the path forward isn’t clear

When I’m brought into situations where progress has slowed, teams are misaligned, and the right next move isn’t obvious, my approach is consistent across roles, products, and industries.

01

Establish the bookends

I start by clarifying two things. Where we are right now, and where we’re trying to go. Without those anchors, teams build, sell, and scale in the wrong direction.

02

Diagnose before proposing

Before suggesting solutions, I focus on:

  • What we’re trying to achieve
  • What’s preventing that today
  • What’s already been tried
  • What was learned from those attempts

This avoids re-running failed paths and anchors work to outcomes rather than activity.

03

Surface misalignment early

I look for the absence of shared metrics and a lack of felt progress. When teams are busy but can’t point to meaningful movement, it’s usually a sign the problem itself isn’t clear.

04

Align through explicit perspectives

I surface differing assumptions and mental models directly. Disagreement is treated as signal, not friction. Alignment comes from converging on reality, not suppressing viewpoints.

05

Build momentum that can be observed

Within 30–60 days, momentum should be visible. Metrics begin to move. Progress ties back to outcomes. Teams gain confidence and ownership. If movement can’t be observed, it doesn’t exist.

What changes early

In the first 14 days, teams typically gain:

  • A shared articulation of the real problem they’re solving
  • Clear alignment on what success looks like and what doesn’t matter
  • Fewer competing priorities and faster decision-making
  • Confidence that effort is moving in the same direction

I move quickly, but I sequence deliberately. Direction first. Acceleration second.

Proof of Impact

Here are a couple of highlights from my journey.

OnBase Experience Center
Customer Engagement & Sales Enablement

OnBase Experience Center

Ambiguity

Executives couldn’t grasp OnBase’s value through traditional demos.

Clarifying Move

I developed the OnBase Experience Center, a hands-on environment where prospects engaged directly with outcomes.

Alignment

I aligned stakeholders across sales, product, and marketing, and personally led sessions.

Result

Influenced $3.5M in software revenue in its first year, grew to $5.5M the next, and became a repeatable model for high-impact customer engagement.

Pre-Sales Customer Experience Revenue Growth Innovation
ShareBase Growth
SaaS Adoption & Product Growth

ShareBase Growth

Ambiguity

Hyland’s first SaaS-only product, ShareBase, needed market traction and a repeatable model for adoption.

Clarifying Move

I pioneered SaaS customer journey best practices, introduced usage analytics, and focused product development on the highest-impact customer segments.

Alignment

I partnered directly with customers, sales, and success teams to refine the roadmap.

Result

Increased ShareBase ARR by 176% (2017–2020), improved onboarding from days to minutes, and positioned Hyland for long-term subscription growth.

SaaS Customer Journey Product Strategy ARR Growth Data Analytics

Perspective

How I think about speed, clarity, and growth

Speed is often misunderstood

Teams try to move faster by adding people. This usually compounds the problem. Speed improves when friction is removed, not when capacity is increased.

I slow down where trust is at risk

I’m willing to absorb internal friction, but I’m deliberate with anything that impacts customers. Customer trust takes longer to repair than most internal mistakes.

Outputs are not outcomes

Activity often masquerades as progress. When goals aren’t aligned from organization to team to individual, effort fragments and momentum stalls.

Growth has limits

I won’t compromise on growth at all costs. When growth overrides culture, quality, or customer needs, long-term damage is inevitable.

Customer-first is non-negotiable

When tradeoffs are required, I optimize for the customer, align stakeholders around measurable outcomes, and use KPIs as alignment tools rather than performance theater.

Travis Roe

When it makes sense to talk

Reach out when:

  • Sales struggles to get deals across the finish line
  • Partnerships exist but aren’t producing momentum
  • Demos or presentations aren’t landing the value story
  • Product and sales strategy feel misaligned
  • Work is happening, but progress isn’t felt

In an initial conversation, you can expect:

  • Clearer articulation of the real problem
  • Perspective grounded in analogous situations
  • Reframed questions that surface misalignment
  • Early options for where focus should shift

My impact often becomes visible within days through sharper framing and alignment.

Not a fit if you’re looking for rigid frameworks, guaranteed answers to complex problems, or output without clarity on direction.

Email Me

contact@travis-roe.com

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