We partner with select AI companies to review the client’s goals and assess the business needs. After the assessment, we recommend proven AI solutions with measurable KPIs.

Our Straightforward Approach:

Review the client’s goals, identify process gaps, and profit opportunities

Collaborate with the client’s management team to develop an attainable action plan

Work closely with the client’s management team to implement and execute the plan

Follow-up with client to track results and adjust action plan as necessary

A client visit typically lasts two to four days and is tailored to meet the specific goals and needs of the client. Click the "Sample Schedule" box below to view the CX Assessment and Coaching activity schedule, which illustrates the structure of a typical visit.

The Customer Experience (CX) Assessment involves reviewing the client’s customer verbatims, surveys, social media posts/ reviews, customer and employee observations, and interviews. We use this information to identify customer pain points, provide recommendations, and create an action plan.

The operations review involves, interviewing employees, examining the effectiveness and efficiency of the client’s sales/fixed operations processes, order taking, reservation process, customer greeting, follow-up, website, cleanliness of the facility, etc. Once the evaluation is complete, we then work with the client’s management team to develop and implement an action plan.

The profitability analysis involves reviewing the departmental expenses, processes, inventory, sales volume, fixed operations traffic and proficiency, etc. We provide recommendations to address the gaps and work with the client’s management team to implement an action plan.

Training and coaching are two (2) essential components of employee development, and they often complement each other to create a well-rounded approach to improving employee and team performance. We work closely with the client to ensure training and coaching are relevant, consistent, and match the employee and client’s goals: reduce employee turnover, improve company morale, reduce employee stress, and improve the bottom line.