Services

At Summit Level, I help organizations climb higher in customer and employee experience. My work draws on decades of leadership 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.

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.

Short-Term Engagement / CX or Support Organization Assessment

In under 30 days, 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 strengthen processes, optimize technology, and embed a customer-first culture that endures.

Ready to climb? Let’s connect.