Services & Solutions

Strategic expertise.

Practical transformation.

Measurable improvement.

Strengthen customer service, align Customer Support and Customer Success, and build operations designed to scale.

Not sure which service fits?
Schedule a discovery call →
Share your priorities so we can discuss the right next step.

Explore a focused $495 Quick Audit, operational assessments, hands-on transformation, and fractional VP leadership.

Planning an event or team development session? Explore Speaking & Workshops below, or request availability.

Looking for resume or LinkedIn support? Visit Career & Leadership Services.

FOR SMALL BUSINESSES

Customer Experience Quick Audit

$495 one-time payment

A focused customer service review to help you identify friction and choose practical next steps.

  • One 45-minute discovery session
  • Review of one service workflow and up to five anonymized customer interactions
  • Three prioritized improvement opportunities
  • A one-page action plan with recommended next steps

Delivery: Within three business days after your discovery session and receipt of all agreed materials.

After purchase, email info@elevatecxadvisory.com with your business name, website, main service challenge, and preferred meeting times. We will coordinate your discovery session and review.

This focused advisory review covers one business and one workflow. Broader operational assessments and implementation services are available separately. Please anonymize customer samples before sharing.

Purchase Quick Audit — $495

CX & Support Operational Assessment

Starting at $5,000

Book an assessment discovery call →

Gain clarity on what's working, what's creating friction, and what needs to change.

The CX & Support Operational Assessment provides an executive-level evaluation of your customer operation to uncover performance gaps, operational friction, customer experience risks, and opportunities for improvement.

What We Evaluate

  • Customer Support operating model and organizational structure

  • Customer Success and Support alignment

  • Customer journey and cross-functional handoffs

  • Case volume, backlog, escalations, response and resolution performance

  • Processes, workflows, and knowledge management

  • Staffing, capacity, roles, and accountability

  • KPIs, CSAT/NPS/CES, and customer/member feedback

  • Technology, tools, AI readiness, and automation opportunities

What You Receive

A prioritized executive findings report, key recommendations, and a practical 90-day improvement roadmap identifying where leadership should focus first.

Starting at $15,000

Book a transformation discovery call →

Move beyond recommendations and turn strategy into operational change.

Strategic CX & Support Transformation provides hands-on advisory and implementation leadership to help organizations execute the improvements needed to create stronger, more scalable customer operations.

Transformation May Include

  • Redesigning Support processes and workflows

  • Improving escalation and case-management practices

  • Strengthening Support and Customer Success handoffs

  • Establishing KPIs and executive performance visibility

  • Building customer-feedback loops

  • Improving knowledge-management practices

  • Clarifying roles, ownership, and accountability

  • Identifying and implementing appropriate automation

  • Developing practical AI use cases and governance recommendations

  • Strengthening cross-functional execution with Product, Engineering, and Operations

The Outcome

A more efficient, accountable, scalable customer operation—with improvements designed to strengthen both the customer and employee experience.

Strategic CX & Support Transformation

Fractional VP of Customer Support & Experience

Starting at $7,500/month

Book a fractional leadership discovery call →


Engagements typically begin with a three-month commitment.

Executive leadership when you need it—without the commitment of a full-time executive hire.

Elevate CX Advisory provides embedded, VP-level leadership for organizations that need experienced guidance across Customer Support and Customer Experience while strengthening alignment with Customer Success and the broader customer journey.

Fractional Leadership May Include

  • CX and Customer Support strategy

  • Executive and team leadership

  • Organizational design and operating model development

  • Performance management and KPI strategy

  • Customer Support / Customer Success alignment

  • Executive escalation management

  • Leadership coaching and team development

  • Technology and AI strategy

  • Cross-functional Product and Engineering alignment

  • Transformation leadership

  • M&A or organizational integration support

  • Executive reporting and stakeholder communication

    Best For

    Organizations experiencing rapid growth, leadership transitions, transformation, M&A, operational challenges, or a gap in senior customer leadership.

What Our Clients Say

“Elevate CX Advisory was instrumental to streamlining our customer support operations group. They listened to our challenges and came up with a strategic plan to help reduce our support case backlog and increase customer satisfaction.”

Shannon London
Chief Customer Officer

“Elevate CX Advisory did a tremendous job of analyzing our pain points and bringing our teams together to come up with a resolution.”

Sarah Jackson
Director of Support

“We are a start up organization and needed guidance on how to structure our customer success and support teams so that they are in sync and this organization provided us with the structure that was needed along with recommendations on how to scale and meet our customers needs.”

Justin Battle
VP Customer Support

Speaking & Workshops

Practical sessions on customer experience, support operations, leadership, and career growth—tailored to your conference, association, or team.

Featured topics

  • From Reactive to Strategic: Stronger support operations.

  • Leading Beyond the Numbers: Customer experience, performance, and people.

  • From Representative to Leader: Preparing for your next career step.

  • Developing Leaders Who Deliver: Coaching, accountability, and growth.

Presentations, workshops, webinars, and panels. Virtual or in person; availability and fees quoted for your event.

Request availability
Share your date, audience, topic, format, location, and budget using the form or email us. Business consulting inquiries are welcome here, too.