CX Assessment
A fact-based baseline across your contact center and service operation in one week. Surfaces where performance gaps are structural versus executional — and where quick wins are available before deeper change is required.
$18,500
1
Week from kickoff to deliverables
4
Input methods — interviews, data, intake, working sessions
3
Formats — scored output, written report, exec presentation
1
Live readout with your leadership team
Who this is for
Leaders who need a clear, objective view of their current contact center and service operation before committing to transformation, optimization, or AI. Also useful for organizations that have tried improvement initiatives before and aren't sure why results didn't stick — this tells you.
What this engagement solves
Most organizations attempt improvement initiatives without a shared understanding of where performance gaps actually exist. When the diagnosis is incomplete, the prescription is wrong — and the initiative stalls. This assessment establishes the fact-based baseline that every effective transformation needs before it starts.
How CatalystOS™ is used
CatalystOS™ structures the assessment inputs, normalizes findings across people, process, and technology, and surfaces patterns that are typically missed in fragmented manual reviews. Every finding is confidence-labeled — distinguishing what is validated from data versus what is observed from interviews.
The assessment output creates a scored baseline that carries forward into every subsequent engagement. You don't restart from zero when you move to strategy or operating model work.
How the engagement runs
1. CatalystOS™ Structured Intake
Async intake captures your operational context — channels, volumes, technology, team structure, and known pain points. No lengthy questionnaires. Efficient and targeted.
2. Stakeholder Interviews & Data Review
Working sessions with CX operations, technology, and team leads. We review reporting, quality data, and operational metrics to validate what the intake surfaced.
3. Analysis & Output Production
CatalystOS™ structures and normalizes findings across people, process, and technology. Patterns that fragmented reviews miss get surfaced. Gap prioritization by impact and effort.
4. Executive Readout & Debrief
A live session with your leadership team. We walk through findings, answer hard questions, and give you our honest view of what to fix first and why.
What you receive
- Current-state assessment across operations, CX, and EX
- Performance gaps identified as structural vs. executional
- Quick wins surfaced and prioritized by impact and effort
- CatalystOS™ scored baseline for downstream engagements
- Written findings report
- Executive-ready presentation — board and C-suite ready
- Live readout session with leadership included
Upgrade to Strategic Roadmap
The CX Assessment is the required input for the Strategic Roadmap. When you're ready to move from baseline to transformation plan, the assessment work carries forward — you pay the difference, not the full price.
Assessment
$18,500
Upgrade to Roadmap
$14,000
vs. buying separately
$51,000
Start with a 30-minute conversation.
We'll tell you which engagement fits your situation — and if the answer is none of them right now, we'll tell you that too. No pitch. No pressure.