For fractional CX leaders

The operating system
for CX engagements.

Four templated engagement types. Live milestone tracking. Client-ready exports. Stop rebuilding the same tracker in Notion every time you land a retainer.

Included in every engagement
  • Prebuilt milestone templates per engagement type
  • Monthly cycles + quarterly reviews for retainers
  • Client export with your brand on the cover
  • Progress tracker that reflects what actually moved

Four engagement shapes. One workflow.

Every engagement type ships with a milestone spine tuned to how the work actually unfolds — diagnostic, sprint, embed, or ongoing.

diagnostic 30day

30-Day Diagnostic

Diagnose what's actually breaking. Ship the roadmap.

sprint 90day

90-Day Sprint

Understand, pilot, scale — 90 days, one measurable lift.

six month

Six-Month Engagement

Embed the playbook. Prove impact against baseline.

ongoing retainer

Ongoing Retainer

Monthly reporting, shipped optimizations, quarterly reviews.