What Does Engaging With Us look like?
1. 30 Minute Strategy Session
Here we assess if working together will be a good fit for both parties.
2. Discuss & Sign Proposed Consulting Engagement
Typical client engagements are 6-12 months in length which gives enough time to drive measurable change, & are charged by a monthly fee.
We will review the overall plan and align on a transformation vision.
3. Execute Plan
The Standard "CX Operational Core" Playbook Includes 3 Primary Phases:
1. Customer First
-Listening tour
-KPI Evaluation
-Role expecations & capacity model evaluation
-Churn & friction point deep dive analysis
-Customer journey / tiering
-Customer agreement audit
2. ai Second
-Weekly ai force multiplier training (internal)
-ai copiloting
-Tech systems evaluation for key roles
-Customer ai journey augmentation
-Pricing evaluation
-Competitive analysis
3. Up-level Leaders Third
-Assess org structure & leaders
-Evaluate compensation / goal alignment
-SoP evaluation
-SWOT /analysis
-Critical issues coaching plan developed
-Executive shadowing & coaching