Signature Services

When you want CX Agency in the room.

The digital OS gives you the system to self-implement. These services give you CX Agency directly involved — building, implementing, and running the operating layer alongside your team. Fixed scope. Clear deliverables. Everything you own at the end.

Fixed-scope engagements
Operator-led delivery
B2B SaaS focus
You own all assets
How every engagement works

Structured. Fixed scope. Built to hand over.

Every CX Agency engagement follows the same four-step process — so you always know what you're buying, what you'll receive, and what happens at the end. No strategy decks that gather dust.

01
Discovery Call
A focused 30-minute intake to understand your current state, key challenge, and what a successful engagement looks like — before any proposal is written. No obligation.
02
Fixed Proposal
A clear proposal with fixed deliverables, timeline, and pricing. No moving targets, no surprise expansions. You know exactly what you're buying before anything starts.
03
Hands-On Delivery
Direct work with your team — frameworks built, playbooks written, systems implemented. Weekly check-ins and a dedicated channel throughout. The founder delivers every engagement.
04
Clean Handover
Full documentation, training, and a 30-day follow-up window. Every asset, template, and framework belongs to you. CX Agency is optional from this point forward.
Service Area 01

Strategy & Transformation

Most CX leaders know something isn't working. The challenge is knowing exactly what to fix first — and building a credible plan the rest of the business will fund and follow. That's what this service area does.

Entry · Fixed Scope
CX Clarity Scan™
From £1,500
Fixed fee · 2-week engagement · Remote delivery
A rapid maturity audit that gives you a clear picture of where your CX function stands, what's working, and where the highest-leverage improvements are. The external view that most internal leaders can't get themselves — and the starting point for most CX Agency relationships.
CX maturity assessment across 6 dimensions — retention, onboarding, CS, support, AI readiness, and commercial alignment
Touchpoint and journey audit with friction scoring and gap identification
Executive summary with a prioritised 30-day action roadmap your team can implement immediately
One debrief session with the founder of CX Agency
Best for: B2B SaaS leaders who know something is off but need an objective, external view to pinpoint where — and what to fix first.
Core Service · Bespoke Scope
Customer Journey Blueprint
From £5,000
Bespoke scope · 4–6 week engagement · Scoped on discovery
End-to-end strategic design of your customer experience — from first contact to expansion and advocacy. Built around your ICP, your product motion, and your commercial targets. Not a framework lifted from a playbook. Built for your business, your team, and your market.
Journey mapping workshops across acquisition, onboarding, adoption, renewal, and expansion
Painpoint heatmap and service blueprint with friction quantification
Prioritised transformation plan with owners, KPIs, timelines, and effort-to-impact scoring
Commercial impact model — how each change connects to NRR and churn reduction
Best for: Series A–C SaaS companies with a CX mandate and a leadership team that needs a credible, commercially grounded transformation plan to execute against.
Service Area 02

AI & Automation

Most teams have been evaluating AI in CX for 18 months. The ones who are winning have stopped evaluating and started implementing. These engagements are designed to move you from intent to production — with the right architecture from the start.

Entry · Fixed Scope
CX Tech Scan
£1,500
Fixed fee · 1-week engagement
A structured review of your current CX tooling and AI usage. Identifies what you have, what's working, and where automation would generate the highest return — before you build, buy, or commit to any vendor.
Full tech stack audit against a 40-point CX framework
Capability gap analysis — where AI is absent, underused, or misaligned
Automation opportunity matrix with effort-to-impact scoring for each use case
Best for: Teams evaluating AI investment who want a clear, objective picture before committing to vendor spend or internal build time.
Core · Bespoke Scope
AI Workflow Accelerator
From £4,000
Bespoke scope · 4–8 weeks · Scoped on discovery
Design and implement AI-augmented workflows inside your existing CX operation. We identify the highest-leverage use cases, build the processes, select the right tooling, and make it work alongside — not instead of — your team.
Use case identification and business case per workflow, ranked by impact
Hybrid AI-human model design — clear handoff logic and escalation paths
ROI forecast and tooling setup with vendor recommendations
Team enablement, process documentation, and a 30-day adoption plan
Best for: CS and Support leaders who know AI should be doing more in their operation — and need expert guidance to get there without disrupting the team or their customers.
Premium · Fixed Sprint
CX+AI Innovation Sprint
From £6,000
3-week sprint · Remote-first with on-site option
A rapid, structured sprint to test, validate, and embed a specific AI use case inside your CX operation. From concept to working implementation in three weeks — with the training and playbook to scale it from week four.
Week 1 — use case selection, scope definition, and rapid prototyping
Week 2 — pilot implementation with live testing and team involvement
Week 3 — enablement materials, scale playbook, and success metrics handover
Best for: Enterprise CX leaders with a board-level AI mandate and a team ready to move — who need an expert to lead the sprint and own the outcome.
Service Area 03

CX Delivery Ops

Strategy without an operating layer is just a presentation. These engagements build the infrastructure your team needs to deliver CX consistently, commercially, and at scale — the playbooks, cadences, and systems that make great CX repeatable.

Operational · Fixed Scope
Onboarding Optimiser
From £3,000
Fixed fee · 3–4 week engagement
Redesign your onboarding motion to reduce time-to-live, improve early activation, and protect revenue in the first 90 days — the period that determines whether most customers stay or churn. Built for your product, your customer tiers, and your team's actual capacity.
Onboarding workflow audit with friction point identification and drop-off mapping
Tiered onboarding flows designed for your customer segments — not a one-size playbook
Success KPI setup — TTL, early churn rate, 30/60/90-day health score thresholds
CSM enablement guide for running the new motion from day one
Best for: Teams with high early-stage churn or inconsistent onboarding quality who need a structured, scalable motion built — not inherited from a template.
Operational · Fixed Scope
CS Governance Kit
From £2,500
Fixed fee · 2–3 week engagement
The operating framework your CS team needs to deliver consistent, commercially measurable customer success. Builds the rituals, cadences, and playbooks that make great CS repeatable — and removes the dependency on individual CSM heroics.
CS role toolkit — expectations, performance scoring, and career progression framework
Meeting cadence design and escalation flow documentation
Core playbooks: renewals, QBRs, at-risk accounts, and onboarding handoffs
Team onboarding guide so every new hire can get up to speed in their first week
Best for: CS leaders building or rebuilding their team who need a scalable operating structure — not another set of slides that nobody follows.
Ongoing · Retainer
CX-as-a-Service Retainer
£2,000–£5,000/month
Rolling 3-month commitment · 3 tiers available
Ongoing embedded CX expertise — CX Agency as your fractional Head of CX. Strategic direction, operational support, and a senior partner in every major CX decision your team makes. Not a consultancy retainer with generic monthly deliverables. A genuine operational partner who knows your business, your numbers, and your customers.
Monthly strategic reviews with CX roadmap ownership and prioritisation
CX leadership coaching — your managers get a senior sounding board
Health tracking, NRR benchmarking, and quarterly churn analysis
Dedicated Slack/Zoom access for in-flight decisions and escalations
Option to add project sprints at discounted day rates within the retainer
3 tiers available
Essentials
£2,000/month
Monthly review + async support
Growth
£3,500/month
Weekly involvement + project sprints
Partner
£5,000/month
Fractional Head of CX — full integration
Discuss a Retainer →
The principle
"Good strategy without execution is just a document. Good execution without strategy is just activity. The point is the system that connects them."
CX Agency · Built by operators, for operators
Why CX Agency

Operator-led. No overhead. Built to hand over.

Most consultancies send a senior partner to pitch and a junior team to deliver. CX Agency works differently — the founder delivers every engagement directly, without markup layers, generic frameworks, or strategy decks that get filed away.

Traditional consultancy
Expensive overhead. Generic frameworks.
Senior partner pitches — junior team delivers
Frameworks adapted from generic playbooks
Deliverables that create dependency, not capability
Retainers that expand without clear value milestones
Strategy decks that gather dust after handover
Hourly billing that incentivises slower work
CX Agency
Operator-led. Fixed price. Built to hand over.
The founder delivers every engagement — no layers
Frameworks built from scratch for your business and motion
Every asset is yours — playbooks, templates, systems
Fixed-scope pricing — you know the cost before you start
Hands-on implementation, not strategy presentations
20 years of direct B2B SaaS CX experience in the room
Not ready for a service engagement?

Start with the OS. Implement at your own pace.

Every CX Agency service is built on the same frameworks inside the digital operating systems. If you'd rather self-implement first — the OS products give you everything you need at a fraction of the cost of a service engagement.

Stage 1
Churn Crusher™ OS
Complete retention operating system. Health scoring, early warning playbooks, QBR templates, expansion framework, and 150+ retention plays.
£197
Get Instant Access →
Best Value
Complete CX™ OS
Both operating systems together. The complete retention and AI transformation toolkit for CX leaders who want the full system from the start.
£397
Get Instant Access →
Ready to start?

Every engagement starts with a 30-minute conversation.

Not a sales call. A focused conversation to understand where you are, what you're trying to build, and whether CX Agency is the right fit. No obligation, no follow-up pressure.

Book a Conversation → Take the Free Diagnostic First
Not sure which engagement is right?
Start with the CX Clarity Scan™.
At £1,500 fixed, the CX Clarity Scan is designed to give you the external view and the prioritised action plan you need — before committing to a larger engagement. It answers the question most leaders are really asking: "where do I start?" Most clients use it to decide what comes next.
£1,500
Book the Clarity Scan →
Fixed fee · 2 weeks · Remote