Become the CX leader
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CX Leadership Advisory

What is the CX Leadership Advisory Program?

The CX Leadership Advisory Program is our flagship offering. You’ll be paired with a expert advisor with experience in your specific CX function, who will guide you through a series of eight sessions crafted specifically to unblock existing challenges and up-level your skillset.

Who is a good fit for the Advisory Program?

This engagement is ideal for:

  • Series A/B/C leaders looking to skill up existing talent vs. hire a fractional leader

  • Sr. individual contributors or first line CX leaders looking to build strategic muscles in prep for growth

  • Leaders taking on new or additional CX functions

  • Leaders stepping into a CX executive role for the first time

  • Any CX leader looking for a safe, unbiased space to pressure test strategy with trusted CX experts

How is this different from general or executive coaching?

Leading Customer Experience goes beyond people management. It requires strategic decisions, cross-functional influence, scalable programs, new technologies, and aligning customer outcomes with business goals. Our coaches are seasoned CX operators who've built the functions you now run. They guide you through playbook-free challenges—organizational design, AI strategy, executive communication, and long-range planning. This is practical, hands-on guidance from people who've done it.

Ready to get started or want to find out more?

Schedule a free consult call below and we’ll discuss what you’re looking to achieve and outline ideal next steps.

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What to Expect During the 8 Week Program

  • Your mentor builds deep understanding of your current scope and reality. Key areas of focus and top three pressures are defined and ranked.

  • Your advisor describes how your function operates when it is run well at your company’s stage and maturity. Operating model, cadence, org shape, common structures. You will then benchmark yourself against it.

  • Review what this function should measure, what you’re currently measuring, and which of your existing metrics are actively lying to you.

  • Define your strategic priorities. -what are the two or three things that, if they land, make the biggest difference to your reality?

    Output: First draft of the 30/60/90 plan skeleton.

  • Do you have the right roles, skills, and coverage?

    Output: Team gap assessment. Recommended hiring or restructuring sequence if needed.

  • Workflow design, tooling decisions, what to automate versus deliberately leave manual at your current scale.


    Output: Process and tooling decisions, with what gets deferred.

  • How to talk about this function upward. Framing for board and exec audiences, defending headcount, and saying no with a reason attached.

    Output: Executive narrative and the specific ask.

  • You present your draft 30/60/90 plan and your advisor plays a skeptical exec attacking where it may be underspecified, what happens if the assumption fails, what would you cut first under budget pressure.


    Output: Final 30/60/90. Post-engagement plan.