Lee has a fantastic desire to always improve the customer journey, streamline processes and eliminate barriers to the teams successes.

 Audit + Segmentation + Moments that Matter

We start by auditing your customer journey, internal systems, and team workflows.

From tech stacks to feedback loops, we find where the story breaks down—and where it can be rebuilt.

• 80/20 customer segmentation

• End-to-end team + tool map

• Identify high-impact gaps and friction points

Clarity, Ownership, Focus 

Using a 90-day planning model, we help you design a focused plan to reduce churn, improve outcomes, and activate cross-team alignment.

We introduce CXC HealthZone as your real-time success layer—tracking team goals, customer signals, and performance pacing.

• Success plan tied to outcomes

• Roles, rituals, metrics

• HealthZone software activated
   

Live Enablement + Strategic Support

We don’t walk away—we join you in the work.

From async nudges to live coaching, we help you embed new habits, lead with clarity, and activate your Voice of Value system across CS, CX, and product.

• Coaching and team enablement
   
• Ongoing monitoring and milestone reviews
   
• Internal storytelling support

 Scale wins. Amplify insight. Lead with story.

We help you evolve your model using real data, feedback, and success signals—so you don’t just improve, you amplify.

We close the loop with external value storytelling and a repeatable rhythm of insight → ownership → growth.

• Quarterly learnings loop
   
• Client-facing VoV assets
   
• Elevated internal + external story