Customer Service Consulting Engagement Plans

Flexible options to build, scale, and optimize your CX

CORE

High Impact, No Cost

Perfect for exploring CX improvement without commitment.

  • Strategic CX advising

  • Access to curated tech toolkit and vendor recommendations

  • Guidance on optimizing customer service staffing partners

Compensation: Free for brands

PLUS

Dedicated CX Partner

Hands-on coaching and project support each month.

  • All Core benefits

  • 5–10 hours/month of dedicated CX consulting

  • Project-based guidance tailored to your team

  • Strategic advice on tech implementation, staffing, and process optimization

Compensation: Monthly retainer

TRANSFORM

Full CX Audit & Action Plan

Comprehensive CX transformation for high-impact results.

  • All Core benefits

  • Full CX audit and immersive strategy review

  • Presentation of actionable roadmap

  • Recommendations for tech, staffing, and process transformation

Compensation: One-time fee

No matter your stage, my goal is to provide hands-on, actionable guidance that drives measurable improvements in customer satisfaction, retention, and operational efficiency.