Services
Find the gap. Fix the system. Finish the work.
Every engagement starts with evidence. Begin with an audit to find out what’s really happening, then put the findings to work in 90-day cycles.
01 / How it works
One clear path, starting with a conversation.
01
Free discovery call
Up to an hour to talk through your challenge and make sure we’re a good fit. No pressure, and no rushing.
02
Working Lunch or Audit
Need direction on one question? Book a Working Lunch. Ready to find the root cause? Start with an audit.
03
90-day cycles
Put the findings to work with a 90-day partnership. Book one cycle, or renew as you go.
02 / The audit
Start with evidence, not guesswork.
An audit shows exactly where things break down and what to fix first. Choose one area, or both for the full picture.
Internal operations
Operations Audit
$2,500
2–3 weeks
- Staff interviews about where work and handoffs break down
- A map of how work actually moves, and a review of your tools
- Baseline measures, such as onboarding time or handoff errors
- A prioritized roadmap and a 60-minute walkthrough call
Most complete
Both areas
Complete Audit
$4,500
3–4 weeks
- Everything in both audits
- A combined view of where internal gaps cause the friction customers feel
- One prioritized roadmap across both areas
- A 90-minute walkthrough call
Customer experience
Customer Experience Audit
$2,500
2–3 weeks
- A review of your customer journey, from first contact to offboarding
- Up to 5 customer interviews
- Analysis of the feedback, reviews, and support data you already have
- A prioritized findings report and a 60-minute walkthrough call
Your audit findings become the plan for your first 90-day cycle, so the work can start right away.
03 / The partnership
Put the findings to work, 90 days at a time.
Each cycle starts with a written 90-day plan and ends with a review of results. Choose the workstreams you need, and the tier sets how involved I am.
The workstreams
- Operations. How your team works. One playbook per cycle: Core Processes, or Client Onboarding & Offboarding.
- Customer Experience. What your customer feels: journey mapping, service standards, and a customer feedback system.
- Research & Strategy. A focused study on one question: churn and retention, onboarding and activation, or pricing and offer perception.
Lead tier only
Leadership & Operating Rhythm
A KPI dashboard, leadership meetings, decision memos, and a weekly operating cadence for your team, so the work keeps running after each cycle.
Advise
$2,500 / month
Billed monthly · 90-day cycles
Expert guidance. Your team does the work.
Choose 1 workstream
- A written 90-day plan and results review
- Biweekly strategy calls
- Async support between calls
Most chosen
Partner
$4,000 / month
Billed monthly · 90-day cycles
We do the work together.
Choose 2 workstreams
- Everything in Advise
- Hands-on work in both workstreams
- Weekly calls
- A monthly progress report
Lead
$7,500 / month
Billed monthly · 90-day cycles
I lead it as part of your team.
All 3 + Leadership
- Everything in Partner
- All three workstreams, run as one system
- Leadership & Operating Rhythm
- Priority response
Just one question?
The Working Lunch
A focused 90-minute session on one challenge you’re stuck on. Pick my brain, get direction, and leave with a personalized action brief. The fee is credited toward an audit or a 90-day cycle booked within 30 days.
$350
One 90-minute session
04 / Clients
“Caroline completely changed the way I approached customer service. It wasn’t just about being nice to clients. Great service starts before that. Caroline showed me how to improve my internal processes, which elevated my client experience before they even met me.”
Katrina Moore, Behavioral Health Counselor
Free discovery call
Not sure where to start? Let’s talk.
Book a free call, up to an hour, to talk through your challenge. We’ll figure out the right next step together, whether that’s a Working Lunch, an audit, or something else.