Do more. Spend less.  

Access high-level executive expertise without the full-time headcount cost

Main services

1. 360 ASSESSMENT

A holistic business assessment that identifies the main operational gaps, customer needs, and the main financial growth levers.

Possible context: You’re making decisions with limited visibility. 2026 is approaching, and a never‑ending stream of “must‑do” initiatives. There are too many opinions, but you need facts you can defend as to what actually drives revenue. You know growth is possible, but the levers are buried in complexity.

    • Leadership has assumptions about priorities but wants a holistic, data‑driven view to make stronger resource allocation decisions.

    • Your team is focused on running the business and doesn’t have the bandwidth to conduct an integrated assessment and the operational follow‑through.

    • You want a structured process led by an experienced, neutral operator who can align stakeholders, validate assumptions, and deliver a clear, board‑ready plan. (especially during strategic planning cycles e.g., 2026 planning)

    • Market & Competitive Analysis (market sizing, dynamics, value chain, benchmarks, trends)

    • Profit and Loss review by revenue and cost drivers, including unit economics calculations (CAC, LTV, margin per unit, incremental acquisition cost)

    • Performance & Resource allocation map showing current spend (headcount, budget, technology) versus return delivered.

    • Customer mapping (Customer interviews and surveys capturing personas, decision drivers, pain points, sentiment analysis),

    • Journey mapping (end-to-end touchpoint analysis, channel acquisition and churn avoidance recommendations),

    • Validated strategic priorities document with tested hypotheses and objective recommendations.

    • Risk map with probability, financial impact, and mitigation plan.

    • Clear visibility of financial and customer growth drivers

    • Board-ready evidence base for investment and resource allocation decisions.

    • Defined risks, opportunities, and market positioning

    • Strong foundation for 12–24 month growth roadmap

2. DEX SPRINT

A sprint cycle to optimize a specific process, team, or initiative, reducing cost and complexity while improving outcomes.

Possible context: You’re changing the tire while the car is moving, and it seems impossible to pause for a reset. A critical process is leaking time and money, teams are misaligned, and every fix feels temporary. You don’t need another headcount request, you need governance, aligned roles, and streamlined operations to deliver efficiency and rhythms that stick (now!).

    • You need to change the tire while the car is running

    • When teams or projects require rapid results while operations continue, or have a critical initiative stuck between strategy and execution.

    • There's a need for visible results, quickly.

    Recommended for:

    • A defined scope (e.g., onboarding, support, renewals, a regional operation, or a product line) requiring quick wins and governance.

    • Leaders with time-sensitive needs who must optimize operations, scale resources, or reduce inefficiencies without slowing execution.

    • Rapid Process Mapping and Redesign (focused on retention/expansion drivers)

    • Governance and Operating Rhythms (roles, RACI, KPIs, cadences)

    • Resource & Technology Allocation (efficiency and impact mapping)

    • Team Training alignment and continuous improvement roadmap

    • Continuous Improvement Program (monitoring and iteration plan)

    • A scalable, governed system that keeps improving

    • Teams aligned: Clear roles, decision flows, and KPIs

    • Improved communication and cross-functional flow

    • Fewer handoffs and less friction across the journey

    • Faster cycle times and lower operating cost

3. JOURNEY-TO-REVENUE MAPPING CX + AI ROI

A deep-dive assessment of a specific customer journey or product/service flow, directly linking touchpoints to prioritize automation/AI opportunities and financial outcomes.

Possible context: You know CX matters, but budgets are tight and every investment must prove ROI. Journeys are messy, metrics are fragmented, and AI vendors promise the moon. You need a clean map that shows where money is made (or lost) and which bets to place first.

    • When you need to pinpoint where revenue is won or lost in a journey, prioritize investments, or justify CX/AI budgets with ROI.

    • When starting a digital transformation or operational efficiency initiative.

    • Before investing in automation platforms, chatbots, or AI Tools, to ensure the right priorities are defined.

    • When facing inefficiency or declining customer satisfaction (low NPS, high churn, high service costs).

    • When seeking scalable growth without proportionally increasing headcount or systems.

      Recommended for: Product, Marketing or CX leaders aiming to improve acquisition, onboarding, engagement, retention, support and revenue contribution from customer journeys.

    • Current state (AS-IS) customer journey map, with all touchpoints, conversion rates, cost per interaction, and time to resolution.

    • CX diagnostic based on feedback, tickets, NPS/CSAT, and customer sentiment.

    • Service Blueprint Redesign (customer view + backoffice process correlation)

    • Future state (TO-BE) journey map, showing automation opportunities, personalization, and eliminated revenue leaks.

    • Stage-by-stage financial analysis, identifying where revenue is generated and where costs erode margin.

    • AI opportunity map: which processes to automate, projected gains, and implementation costs.

    • Prioritized investment roadmap with ROI estimates, quick wins, and mid-term plan.

    • Clear ROI-Backed visibility into where and how to apply AI for maximum business impact.

    • Reduced operational costs by automating repetitive tasks.

    • Reduced friction across the funnel, leading to higher conversion and retention.

    • Prioritized actionable roadmap tied to measurable results.

    • Stronger collaboration across teams with integrated processes and connected data.

4. AI IMPLEMENTATION PROGRAM

Hands-on implementation, from strategy to execution. We act as your AI implementation program manager, leading cross-functional execution.

Possible context: You’re surrounded by AI promises, but implementation feels overwhelming. You know what needs to be built, but you don’t have the team or the bandwidth to execute it. AI pilots stall, systems fail to connect, and internal teams are overstretched. What’s missing is structured program management to turn plans into reality.

    • You’re ready to deploy AI but lack an internal program management team.

    • You need someone to orchestrate across functions, vendors, and data systems.

    • Current pilots are stuck between design and execution.

    • When you’re ready to deploy AI in CX (or fix stalled pilots), need to integrate tools/data, and want ROI-backed, disciplined rollout

    • Companies seeking AI adoption that is structured, accountable, and ROI-driven.

    • Implementation Roadmap & Timeline: milestones, dependencies, and rollout phases.

    • Stakeholder & Vendor Alignment: coordination across internal teams and external partners.

    • Integration Plan: connecting data sources, tools, and customer touchpoints.

    • Use Case Deployment: phased rollout of AI flows and automations.

    • Governance & Risk Management Framework: issue tracking, escalation, compliance.

    • KPI Tracking & Reporting: dashboards to monitor adoption, cost, and customer outcomes.

    • Change Management Support: communication, training, and transition planning.

    • Handover Package: documentation and playbooks for long-term internal ownership.

    • A disciplined, on-time rollout of AI-enabled initiatives.

    • Clear ownership and alignment across stakeholders.

    • Integrated systems and automated customer flows running in production.

    • Reduced risk of failure through structured governance and QA.

    • Tangible ROI through cost reduction, faster service, and higher customer satisfaction.

    • A sustainable model your team can continue without external dependency.

Expertise Tailored
for your needs

  • We help you see your market, customers, and competitors with fresh eyes, uncovering hidden opportunities through data, research, and strategic analysis.

    • In-depth market sizing and competitive analysis;

    • Customer research & insights to identify needs, motivations, and decision drivers;

    • Customer journey mapping with pain points, emotions, and conversion opportunities;

    • Trend analysis to uncover market shifts and emerging opportunities;

  • We design and validate value propositions that customers can't ignore, and connect them to CX strategies that drive sustainable business growth.

    • Design and validation of a differentiated value proposition;

    • Comprehensive CX strategy aligned with business objectives;

    • Go-to-market strategies and growth frameworks;

    • Business transformation to enable scalable, sustainable growth;

  • From uncovering market gaps to launching customer-loved solutions, we turn insights into innovative products and services.

    • Innovation strategy for products and services;

    • Rapid prototyping and market testing;

    • Service design and process optimization;

    • CX transformation programs moving from reactive to proactive;


  • We help companies move from reactive to proactive, building scalable and human-centered CX operations aligned with business goals and brand values.

    What’s included:

    • CX diagnostic (flows, KPIs, perception, tone of voice, pain points);

    • Co-creation workshops with cross-functional stakeholders;

    • Service blueprint redesign (structure, scripts, contact logic)

    • Custom Tone of Voice system;

    • Technology & AI Tools;

    • Governance and KPI framework;

    • Self-service & education strategy;

    • Team enablement;

  • We make sure your business can scale without losing efficiency, quality, or customer trust.

    • Process optimization and cost-efficiency programs;

    • Revenue unit economics and P&L reviews;

    • Strategic scaling plans and resource allocation;

    • Customer service structure for efficiency and brand consistency;

  • We equip your team and culture to keep delivering results, long after the project ends.

    • Resource & technology allocation mapping;

    • Team training and upskilling programs;

    • Governance & finance frameworks for performance tracking;

    • Continuous improvement programs for long-term impact;

Expertise:

Book a discovery call