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XM Coaching

AI Transformation

Fractional Support

XM Coaching

AI Transformation

Fractional Support

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


Richard Convery - CEO Ascendr

aligning teams around clear goals

If your team can’t tell the value story, your customer is already gone.

  

XMelevation helps you remove the noise, align your people, and turn data into insights that drives action.


We combine a Al-First thinking, experience management design, and a Voice of Value frameworks to help your teams earn trust & customer loyalty that drives growth.

Build Your Voice of Value in 90 Day!

Assess & Align

Design a 90-Day Success Plan

Design a 90-Day Success Plan

 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

Design a 90-Day Success Plan

Design a 90-Day Success Plan

Design a 90-Day Success Plan

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
     

Coach, Monitor, and Embed

Design a 90-Day Success Plan

Coach, Monitor, and Embed

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

Evolve & Elevate

Design a 90-Day Success Plan

Coach, Monitor, and Embed

 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

Not sure where to start? Let’s talk.

 

Let’s turn your insight into action—and your action into a story that sticks.
Whether you’re scaling, stuck, or starting over, we’ll help you build the system your team and customers deserve.

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