Services

Overview: How I Add Value

By joining my CX Joe community, I’ll become your trusted CX advisor and enabler. Together, let’s re-imagine this critical function and the impact it delivers.

Personal advising & network access – My insights, my contacts, my time. Emails, calls, texts, intros — direct from me, free.

Technology transformation and advocacy: best-in-class vendor recs, complete with VIP pricing & white-glove intros – The cream of the crop AI and broader tech partners in CX, curated from decades of trial, error and relationship-building. I’ll make the right intros; help you lock in the right pricing; and be your advocate throughout these conversations.

Talent acquisition; build the CX + Retention dream team – I’ve got you covered, whether you’re looking for offshore, nearshore or onshore customer care staffing; agency creative or broader marketing resources; or even elite full-time leadership and strategic CX superstars. We’ll put my top BPOs and boutique firms, and my broader network of CX talent, all to work for you. VIP, fast-track style.

Structure: Engagement Options

Choose which suits you. Perhaps start with the free “Core” model, and take it from there!

CORE - HIGH IMPACT, NO COST. Strategic advising + tech toolkit + staffing partner optimization. Compensation structure: free to brands!
PLUS - DEDICATED PART OF THE GANG. Core + guaranteed 5-10 hours per month for coaching + projects. Compensation structure: monthly retainer
TRANSFORM - DEEP DIVE AUDIT, ACTION PLAN. Core + full CX immersion; presentation, actionable deliverable. Compensation structure: one time fee

CX Partner Categories

My recommended partners are highly vetted and literally the best-of-the-best, from my 20+ years of leadership experience. They’re the partners that you feel GREAT about, months and years after signing on the dotted line (we’ve all lived through the opposite).

Sub-categories within my partner network include:

AI + broader CX tech

Conversational AI - written channels
Voice software, including AI-powered agents
CRMs (Customer Relationship Management)
Workforce Management
Voice of Customer + AI trend analysis
Social Listening + AI Engagement
Quality Assurance (human + AI convos)
Consumer Order Protection services
Fraud Prevention
Chargebacks Management
Custom AI workflows

… and more

Human talent

Customer Care BPOs (off-shore, near-shore + on-shore)
Agency Creative + Broader Marketing Personnel
In-House CX + Marketing Leadership, Strategics