Consultative Support

You don't need a full-time exec. You need someone who can dive in, diagnose the problem, and get you moving fast.

Fractional Leadership

I step in as your interim CX exec—building strategy, coaching teams, and setting up sustainable systems.

Strategy Calls

One-off sessions to tackle specific challenges: org design, tech selection, vendor evaluation, or performance optimization.

Project-Based Execution

Need a contact center built? Tech stack implemented? Vendor RFP managed? I execute end-to-end.

Outsourcing Support

Find the right partners. Set them up right. Scale with confidence.

Domestic, Nearshore, Offshore

I help you pick the right model based on your product, customer base, and budget—not vendor sales pitches.

Vendor Selection & RFP Management

From shortlisting to contract negotiation, I manage the entire process so you don't get stuck with the wrong partner.

Implementation & Quality Control

Getting vendors live is one thing. Keeping them effective is another. I build QA frameworks and governance that work.

Tech Stack & Procurement

Get the right tools (CCaaS, UCaaS, CRM, AI) without overpaying or underbuilding.

CCaaS / UCaaS Selection

Zendesk, Intercom, Five9, Talkdesk, Genesys—I've implemented them all. I'll help you pick the right fit.

CRM Integrations

Connect your support stack to your sales, ops, and product systems. No siloes, no manual workarounds.

AI-Powered Automation

Smart automation that reduces costs without tanking your customer experience. Done right, not shiny.

Implementation Without Tech Trauma

I manage rollouts so your team doesn't have to. Training, testing, go-live—handled.

Key Service Paths

Start with the area that matches the problem you are trying to fix.

Contact Center Consulting

For operating model, staffing, channels, QA, reporting, vendor coordination, and performance issues inside the contact center.

Explore contact center consulting

Fractional CX Leadership

For companies that need senior CX direction and follow-through without hiring a full-time executive yet.

Explore fractional CX leadership

CX Operations Consulting

For workflows, SOPs, escalations, QA, reporting, knowledge management, and operating consistency.

Explore CX operations consulting

Contact Center Technology Consulting

For tool selection, current-stack assessment, reporting, routing, integration, implementation planning, and adoption.

Explore technology consulting

BPO Vendor Selection

For comparing outsourcing partners, proposals, pricing, operating fit, due diligence, and launch readiness.

Explore BPO vendor selection

Industry Experience

Support looks different when the business model changes. These pages go deeper into the operating patterns Leo can credibly support today.

Ecommerce and DTC

For order questions, returns, shipping issues, seasonal support volume, retention pressure, and fast-moving customer channels.

Explore ecommerce CX consulting

SaaS

For onboarding handoffs, product usage questions, technical escalations, support/customer-success boundaries, and product feedback loops.

Explore SaaS support consulting

Subscription Businesses

For billing questions, cancellation handling, lifecycle support, retention signals, policy clarity, and recurring support friction.

Explore subscription CX consulting

Regional Consulting Context

Leo works remotely with companies nationwide. Regional pages explain operating differences without pretending there are separate offices or city teams.

How the Work Gets Done

These pages explain Leo's operating method and decision frameworks without adding unsupported case studies or invented proof.

CX Consulting Approach

How Leo diagnoses customer experience problems, separates symptoms from causes, and turns priorities into practical work.

Read the consulting approach

Assessment Process

How a CX and contact center assessment reviews customer friction, operating structure, tools, reporting, and next steps.

Review the assessment process

Support Operating Model

How structure, ownership, workflow, technology, QA, reporting, and escalation fit together in a support operation.

Review the operating model

How We Work Together

Flexible engagement models designed for startups and lean teams.

Free CX Assessment

30-minute call to identify quick wins and gaps in your current ops.

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Discovery Call

See if we click. Discuss your challenges and explore solutions.

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Retained Advisory

Plans from $795/mo with structured CX advisory, async support, resource access, and support board setup.

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