Coaching session

$795/mo

Retained Advisory & Consultative Support - Essential

The Essential Plan is built for lean teams that need ongoing CX leadership on a budget. You get up to 5 hours per month of focused consulting, operations refinement, or team coaching. I become your part-time CX director—monitoring your metrics, keeping vendors accountable, and ensuring every improvement sticks.

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Retained Advisory - Essential

Includes:

Deliverables may include:

  • Weekly pulse check with action items
  • Updated agent scorecards or QA rubrics
  • Monthly CX performance snapshot with recommendations
  • Access to templates and workflows to standardize operations
  • Unlimited Email/Messaging support (48-hour response time)
  • CX & Contact Center Initial Assessment ($595 Value)
  • Setup/Maintenance of Project Board

Ideal for startups or brands transitioning from founder-managed support to structured CX operations.

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Start your Essential engagement and get immediate CX support.

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