Consulting Packages

Initial AI Diagnostic

01 · $6,500 · ~3 weeks

AI Strategy Sprint

You're exploring AI, but you're not sure where it will create real impact in your business.

Your leadership team has different priorities. IT is fielding requests from every department. And no one wants to champion an initiative that doesn't deliver. You need clarity before you commit significant budget.

Through a structured, evidence-based process, we'll cut through the noise to identify your highest-impact AI opportunities and deliver a clear action plan you can invest in with confidence.

This Is For You If

• You're exploring AI but unsure where to start
• Your leadership team needs alignment before investing
• You want to validate opportunities before committing budget
• You're ready to act but need strategic direction first

Best Suited For

• CTO / CIO / CDO exploring AI for the first time
• VP of Strategy or Innovation tasked with AI initiatives
• CEO / COO at mid-market companies
• Head of Digital Transformation seeking quick strategic clarity

What You Get

• AI Opportunity Portfolio – 5-7 use cases ranked by business impact and implementation complexity
• 90-Day Quick Win Action Plan – A high-level roadmap for 1-2 immediate opportunities with industry-benchmark ROI context
• Executive-ready deliverable – Slides or report format, ready to share with your board or investors

How It Works

01 Week 0: Context & Preparation

You'll send me context about your business—key metrics, pain points, and strategic priorities. I'll review everything and prepare a workshop tailored to your needs.

02 Week 1: Leadership Workshop

We'll run a focused 3-4 hour workshop (on-site or virtual) with your leadership team. Together, we'll explore where AI could make a difference across customer experience, employee productivity, and operations. We'll prioritize based on impact and feasibility, not hype.

03 Week 2: Research & Deliverables

I'll research industry benchmarks, build your AI Opportunity Portfolio, and create a 90-Day Quick Win Action Plan for your top 1-2 priorities. You'll get either slides or a written report—whichever format works best for your team. Then we'll meet for one hour to walk through the recommendations and answer questions.

The Outcome

You walk away with a clear, prioritized view of where AI will move the needle for your business — with an actionable plan your leadership team can invest in with confidence.

Let's Talk About This Package

Initial Diagnostic

02 · $6,500 · ~10 days

Business Maturity Assessment

You know something's not working, but you can't pinpoint exactly where.

Your teams are busy, but productivity feels low. Processes take longer than they should. Technology investments aren't delivering the ROI you expected. Different departments blame each other for bottlenecks, but no one has a clear view of what's actually broken.

Through a structured assessment across people, process, and technology, we'll cut through opinions to show you exactly where your organization is inefficient — and what to fix first, prioritized by impact.

This is a diagnostic that shows you where to focus — not a deep operational analysis with process mining, detailed implementation planning, organizational redesign, or technology vendor selection. It identifies where larger transformation work should go.

This Is For You If

• You sense inefficiency but can't pinpoint root causes
• Your leadership team needs an objective assessment before investing in transformation
• You're preparing for growth and want to identify capability gaps first
• Departments blame each other but no one has the full picture
• Past improvements didn't stick and you want to understand why

Best Suited For

• CEO / COO at mid-market companies
• VP of Operations or Transformation
• CTO / CIO evaluating where to focus investment
• Head of HR or Strategy preparing for organizational change

What You Get

• Organizational Maturity Scorecard – Ratings (crawl/walk/run) across 8-10 capability dimensions spanning people, process, and technology
• Capability Gap Analysis – Detailed breakdown of where you're underperforming and why, with root cause identification
• 90-Day Improvement Roadmap – Prioritized action plan for top 3-5 quick wins with estimated impact and effort
• Executive-ready deliverable – Slides or written report (your choice), ready for leadership review

How It Works

01 Week 0: Context & Preparation

You'll send me org charts, key business metrics, performance data, known pain points, and your technology landscape. I'll review everything and prepare a workshop agenda tailored to your organization.

02 Week 1: Maturity Assessment Workshop

A focused 3-4 hour workshop (on-site or virtual) with your leadership team. We'll evaluate maturity across people (talent, structure, culture, leadership), process (documentation, coordination, measurement, continuous improvement), and technology (integration, automation, adoption, modernization). For each dimension we rate current vs. desired state, impact of the gap, and difficulty to close it — then plot priorities on an impact-vs-effort matrix.

03 Week 2: Analysis, Benchmarking & Roadmap

I'll benchmark your maturity against industry standards, build the scorecard, document root causes behind capability gaps, and create your 90-Day Improvement Roadmap with month-by-month activities, success metrics, and resource requirements. Then we'll meet for one hour to walk through findings, the roadmap, and next steps.

The Outcome

You walk away with an objective, evidence-based view of where your organization is losing time, money, and momentum — and a prioritized 90-day roadmap that tells you exactly what to fix first.

Let's Talk About This Package

03 · ~6 weeks

Service Design Diagnostic & Mapping

See your customer experience the way your customers actually experience it.

A fact-based diagnostic that maps the end-to-end customer journey — frontstage and backstage — so you can stop guessing where the experience breaks down and start fixing what actually matters. This engagement creates a shared, cross-functional view of how customers move through your organization, where friction lives, and what's driving it operationally.

Ideal For

• Organizations ready to adopt AI but unsure where it will create the most value across the customer or employee experience
• Organizations planning a CX or digital transformation but lacking a clear baseline
• Teams where departments each see a different version of the customer experience
• Leaders who need evidence-based prioritization before making technology investments
• Companies preparing for CRM, portal, or process automation initiatives

Best Suited For

• VP / SVP of Customer Experience or Service Operations
• Chief Customer Officer (CCO)
• Head of Digital or Product leading CX transformation
• COO / VP of Operations at service-heavy organizations

What You Get

• Comprehensive current-state journey map (customer experience + operational architecture)
• Prioritized improvement roadmap using an impact vs. effort framework
• Executive-ready insights summarizing root causes behind experience gaps
• Cross-functional alignment — stakeholders participate in building the findings, so they own them

How It Works

01 Discover & Workshop

02 Employee Research & Operational Foundation

03 Synthesis & Operational Mapping

04 Research Integration & Validation

05 Delivery & Handoff

The Outcome

You walk away with a shared, evidence-based view of where your customer experience breaks down — and a prioritized roadmap that tells you exactly what to fix first, why it matters, and what it will take.

Let's Talk About This Package

04 · ~6 weeks

AI Readiness & Strategy Sprint

Stop experimenting in silos. Start building an AI strategy that scales.

A structured sprint that evaluates your organization's readiness for AI adoption and delivers a phased transformation roadmap with clear ROI milestones. This isn't about chasing the latest AI trend — it's about understanding where AI will actually move the needle for your business and building a plan your leadership team can invest in with confidence.

This engagement focuses on strategic readiness and organizational alignment—not on deep technical platform analysis, future-state architecture design, or vendor selection. If you need that level of technical evaluation, let's discuss a different scope.

Ideal For

• Organizations where AI experimentation is happening in silos with no coordinated strategy
• Leadership teams that know AI is important but can't agree on where to start
• Companies that need a defensible business case before making AI investments
• Contact center and CX leaders exploring agentic AI, copilots, or automation

Best Suited For

• CTO / CIO ready to move from AI pilots to enterprise strategy
• VP of AI / ML or Head of Data Science
• Chief Digital Officer leading org-wide AI adoption
• SVP of Operations in contact center or CX-heavy industries

What You Get

• Organizational AI maturity assessment across technology, data, process, and workforce dimensions
• Prioritized use case portfolio mapped to business impact and implementation complexity
• Phased AI transformation roadmap with ROI milestones tied to operational outcomes
• Executive decision framework for AI investment prioritization

How It Works

01 Discovery & Landscape Assessment

Stakeholder interviews, technology infrastructure review, and assessment of current AI initiatives. We establish where you are today across every dimension that matters.

02 Maturity Evaluation & Use Case Identification

Structured maturity assessment across data readiness, process complexity, workforce capability, and technology infrastructure. Parallel identification of high-potential AI use cases.

03 Use Case Prioritization & ROI Modeling

Each use case is evaluated against business impact, technical feasibility, and organizational readiness. ROI models are built for priority initiatives so leadership can make investment decisions with real numbers.

04 Roadmap Development & Validation

Phased roadmap development with clear milestones, dependencies, and success metrics. Stakeholder validation workshops ensure alignment and buy-in before delivery.

05 Delivery & Executive Presentation

Final roadmap, maturity assessment, and executive-ready materials delivered. Your leadership team walks away with a clear, investable path from experimentation to scaled AI adoption.

The Outcome

You move from scattered AI experimentation to a coordinated strategy with a phased roadmap, clear ROI targets, and organizational alignment — giving leadership the confidence to invest.

Let's Talk About This Package

05 · ~6 weeks

Contact Center Optimization Assessment

Find the money you're leaving on the table — in 6 weeks or less.

A focused, field-first assessment of your contact center operations that identifies concrete cost reduction and performance improvement opportunities. This engagement is built for speed — we embed with your team, analyze what's actually happening (not what's documented), and deliver recommendations you can action immediately without a multi-month transformation.

Ideal For

• Contact centers facing rising costs with limited visibility into what's driving them
• Organizations considering a CCaaS migration and need an operational baseline first
• Leaders who suspect workforce management or outsourcing inefficiencies but lack the data to prove it
• Teams preparing for AI or automation adoption and need to understand current-state operations

Best Suited For

• VP / Director of Contact Center Operations
• SVP of Customer Service or Support
• COO overseeing outsourced or multi-site contact centers
• Head of Workforce Management or Planning

What You Get

• Current-state operational assessment with quantified savings opportunities
• Workforce management and labor planning analysis with specific recommendations
• Outsourcing capacity and vendor performance evaluation
• Prioritized action plan with near-term wins and longer-term strategic initiatives

How It Works

01 Kickoff & Data Collection

Stakeholder alignment, data access, and initial analysis of contact volume trends, staffing models, and vendor contracts. We establish the quantitative foundation.

02 Field Observation & Agent Research

Side-by-side observation with agents to understand actual workflows, pain points, and information gaps. This ground-truth research is what separates credible recommendations from theoretical ones.

03 Analysis & Opportunity Identification

Demand pattern analysis, staffing efficiency modeling, and outsourcing utilization review. We quantify every opportunity and model the impact.

04 Recommendations & Delivery

Prioritized recommendations delivered with supporting data, implementation guidance, and an executive-ready presentation. You walk away with a playbook, not just a report.

The Outcome

You get a clear-eyed view of where money and performance are being lost — with quantified opportunities, prioritized recommendations, and an actionable playbook your team can execute immediately.

Let's Talk About This Package