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FitCheck™
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Services

Find the real problem before you fund the solution.

Four focused diagnostics: customer experience, lifecycle risk, CRM workflows, and AI readiness. Each one shows you where the work is breaking, what it’s costing you, and what to fix first.

Start a FitCheck™Compare the diagnostics

Four diagnostic services

Four ways to find what’s really going wrong.

Each one looks at a different kind of customer or business risk. Every engagement ends the same way: the problem, the evidence, the business value at stake, and the next useful change.

  • 01

    CX Systems Diagnostic

    Choose this when
    Customers get different answers, repeat themselves, or wait too long, and no team can see where it starts.
    What you receive
    A map of where friction occurs, who owns each part, which issues matter most, and what to fix first.
    See the CX Systems Diagnostic

  • 02

    Lifecycle Risk Review

    Choose this when
    Onboarding drifts, accounts go quiet, adoption drops, and renewal risk shows up when it’s almost too late.
    What you receive
    A lifecycle risk model, a list of useful signals, a response map, and clear recommendations for earlier action.
    See the Lifecycle Risk Review

  • 03

    CRM Workflow Audit

    Choose this when
    The CRM is full of fields, notes, and dashboards. Your team still runs the real work on spreadsheets, messages, and memory.
    What you receive
    A map of the current workflow, clear data and adoption findings, a cleanup plan, and requirements for a CRM people can trust.
    See the CRM Workflow Audit

  • 04

    AI Service Readiness Review

    Choose this when
    You’re looking at AI for service, success, or operations, but the workflow, data, and human decision rules aren’t ready yet.
    What you receive
    A clear readiness decision, a map of where people stay involved, required guardrails, and a practical order for implementation.
    See the AI Service Readiness Review

How it works

A diagnostic tells you where to start.

Findings only matter if they change a decision, a workflow, who owns something, or how you measure success. So the work stays connected from diagnosis all the way through launch and review.

  1. Find the real cause

    Follow the customer problem through teams, systems, data, and frontline work until the source is obvious.

    ProducesA clear problem definition backed by current evidence

  2. Agree on what must change

    Name the business value you’re moving, the owner, and the order of work before anything gets built.

    ProducesA clear decision about the future workflow and priorities

  3. Build the next workable version

    Turn the decision into workflows, CRM requirements, handoff rules, team habits, governance, and the right amount of AI.

    ProducesWorkflow requirements, clear ownership, and adoption needs

  4. Measure and improve

    Measure against the value you named at the start. See what improved, prove it, and decide what’s next.

    ProducesA measurement plan with scheduled review points

Working standards

You should be able to trace every recommendation.

Workshops and launches aren’t results. Every recommendation should show its evidence, who owns it, and how you’ll know it worked. If you can’t prove it, you can’t defend the budget next year.

  • Trace the problem

    Every recommendation comes from what I saw: real workflows, system behavior, customer signals, and the people doing the work.

  • Name the decision and owner

    Say what has to be decided, who can decide it, and who owns the work after.

  • Set the measure of success

    Tie it to a business value stream: revenue, retention, cost to serve, or risk. Say what the evidence can’t prove, and when you’ll check.

FitCheck™

Bring me the messy version of the problem.

Tell me what customers are going through, which teams and systems are involved, and what needs to change. I’ll point you to the right diagnostic, or tell you straight if something else makes more sense.

Useful context
Customer impact, teams and systems involved, and a sponsor
What you’ll get
A direct recommendation about fit and the next step
Start the FitCheck™