Retained advisory
$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.
Book Discovery Call
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.