Here's the Problem

Most companies pick their CX tech based on sales pitches, analyst reports, or what their last advisor used. Then they end up with bloated contracts, half-implemented platforms, and support teams that hate the tools.

I help you avoid that.

I've implemented CCaaS, UCaaS, CRM, AI, and workforce management systems for brands from Pre-Seed to Series C. I know what works at each stage—and what doesn't.

What I Help With

CCaaS / UCaaS Selection

Platforms I've worked with: Zendesk, Intercom, Five9, Talkdesk, Genesys, Freshdesk, Kustomer, Gladly, and more.

I help you evaluate options based on your product, team size, budget, and growth trajectory—not vendor sales pressure.

CRM Integrations

Your support stack shouldn't live in a silo. I connect your helpdesk to Salesforce, HubSpot, Stripe, Shopify, or whatever you're running—so data flows where it needs to.

AI-Powered Automation (Done Smart)

AI is great when it's solving real problems—terrible when it's just shiny. I help you deploy chatbots, macros, routing logic, and self-service tools that reduce costs without tanking CSAT.

Workforce Management & Analytics

Need forecasting, scheduling, or performance dashboards? I set up WFM systems that actually get used (not abandoned after week two).

Implementation Without Tech Trauma

Rollouts don't have to be disasters. I manage migrations, integrations, training, and go-live—so your team doesn't suffer through another "new system launch."

RFP & Vendor Negotiation

I've negotiated hundreds of contracts. I know the pricing games, the hidden fees, and what's actually negotiable. Let me handle the vendors so you get a fair deal.

My Tech Philosophy

Start Simple

You don't need enterprise tools at 10 customers. Build for where you are, not where you think you'll be.

Build to Scale

But don't pick something you'll outgrow in 6 months. I help you find the right balance.

Integrate Everything

Your CX stack should talk to your product, billing, and ops systems. No manual exports. No copy-paste.

Train the Team

The best tech is useless if nobody knows how to use it. I make sure your team is set up to win.

Common Tech Questions I Answer

"Should we go with Zendesk or Intercom?"

Depends. What's your product? How technical is your team? What channels do you support? Let's figure it out together.

"Do we need a phone system?"

Maybe. If you're B2C eComm or healthcare, probably yes. If you're B2B SaaS, maybe not yet. It depends on your customers.

"Can we use AI to replace our support team?"

No. But you can use it to handle tier-0 stuff so your team focuses on the complex, high-value work.

"What's the ROI on this tech investment?"

Good question. I help you model cost savings, efficiency gains, and customer impact before you sign anything.

Get a Tech Plan You Can Grow On

Whether you're starting from scratch or fixing what's broken, I'll help you build a stack that scales.

Book a Call

How We Work Together

Assessment

We audit your current stack, identify gaps, and map out what you actually need.

Selection

I shortlist vendors, run demos, and help you evaluate based on real criteria—not sales decks.

Implementation

I manage the rollout, integrations, training, and go-live so you don't have to.

Optimization

Post-launch, I help you tune performance, build dashboards, and maximize your investment.

Implementation Process

Technology should simplify your CX—not add confusion. I help brands select, implement, and optimize CCaaS, CRM, and AI platforms that match their current scale and future goals.

Together, we'll audit your existing tools, map integration points, and design automation that keeps human experience front-and-center. Whether you're transitioning from spreadsheets to a modern CRM or layering AI into an established support team, I make sure every system works together.

Deliverables can include vendor comparison matrices, full implementation timelines, and training sessions for internal admins. You'll end up with a lean, reliable tech stack that reduces manual work and improves service quality.

Need ongoing oversight? Explore Retained Advisory Plans.

Want to align tools with your outsourcing plan? See Outsourcing Strategy.

Let's Build Your Tech Stack the Right Way

No vendor bias. No upsells. Just a clear plan to get you the tools you need.

Schedule a Tech Strategy Call

Tech Without the Hype:Get the Stack That Works