Services

At Summit Level, I help organizations climb higher in customer and employee experience. My work draws on leadership experience across Support, Customer Success, and Client Services. This gives me the insight and experience to turn support into a strategic advantage while strengthening every stage of the customer journey.

Whether you are looking for a quick spark of inspiration, a focused assessment, or a sustained partnership, I will tailor my approach to meet your organization’s needs and goals.

My goal is simple, together we will guide your team to

• Climb Higher. 

• Lead with Purpose. 

• Elevate the Experience.

Workshop: Leading with Impact – Elevate Your Team and Customer Experience

Based on my popular conference session, this workshop blends strategy, real-world stories, and practical tools to guide your team through the entire CX climb. We explore how intentional leadership, culture-building, and operational excellence drive loyalty and engagement.

• Half-Day: Focus on key concepts and tools your team can apply right away.

• Full-Day: Adds deeper exploration, team activities, and next steps tailored to your organization.

NOTE: Due to changes in my employment status, I am not available for short or long term engagements.

Short-Term Engagement / Support Organization Assessment

I will evaluate your current state across the customer journey, with a focus on the support function’s role in delivering and sustaining your brand promise. You will receive a clear, prioritized set of recommendations to accelerate progress toward your CX goals.

Long-Term Engagement / Consultative Partnership / Direct Hire

A collaborative long-term engagement designed to implement your CX roadmap and deliver measurable results. I work alongside your leaders and teams to refine processes, elevate technology, and embed a customer-first culture that lasts.

Areas of focus include:

• Embedding the CX Mountain Framework  into your organization.

• Building technology enablement strategies that maximize current tools while leveraging AI and automation.

• Guiding your team through complex acquisitions, mergers, or divestitures.

• Designing career development plans that motivate your team to perform at their best.

• Strengthening processes and empowering your team to drive loyalty and engagement with your customers.