CX Strategic Roadmap
From baseline to transformation plan. A sequenced, investment-justified roadmap that your leadership team can defend with Finance, IT, and the Board — built on the CX Assessment that came before it.
$32,500
Already completed the CX Assessment? You pay the upgrade difference — $14,000 — not the full $32,500.
$14K
Upgrade price if you've completed the CX Assessment
18–24
Month transformation roadmap with sequenced initiatives
100%
Confidence-labeled — every initiative tied to a tier
1
Board-ready executive presentation included
Who this is for
Leadership teams ready to move from insight to action — with a plan they can defend, fund, and execute. Typically follows a CX Assessment where the baseline is established and the opportunity is clear but the path forward isn't yet sequenced.
What this engagement solves
Organizations with good intentions and unclear sequencing. Initiatives that compete for the same resources, technology investments that don't compound, and strategies that stall at the approval stage because they can't be defended with Finance or the Board. This roadmap is built to be defensible — not just directionally right.
How CatalystOS™ is used
CatalystOS™ models initiative priorities, tests sequencing assumptions, and generates the confidence-scored playbook output that forms the roadmap backbone. Every initiative is labeled by confidence tier — the Board can see not just what's recommended, but how certain we are and why.
The CatalystOS™ playbook output includes Strategic Sequencing, Financial Reality (ROI ranges and cost-to-serve), Operating Model implications, and Risk Profile. This is the deliverable — structured, scored, and defensible.
How the engagement runs
1. Assessment Handoff & Priority Framing
We start from your CX Assessment output — no re-interviewing, no re-baselining. Working session with your leadership sponsor to align on strategic priorities and investment appetite.
2. CatalystOS™ Initiative Modeling
CatalystOS™ models initiative tradeoffs — sequencing, dependencies, confidence levels, and ROI ranges. Each initiative is tied to a confidence tier so leadership knows what's evidence-backed versus what's directional.
3. Roadmap & Financial Model Build
Sequenced transformation roadmap, investment rationale, ROI modeling, and explicit assumptions documented. We build what the Board needs to approve — not what looks good on a slide.
4. Executive Readout & Alignment Session
Live session with your leadership team. We present, pressure-test, and adjust. You leave with something you can take to your Board — not something that needs three more rounds of revision.
What you receive
- Sequenced transformation roadmap — 18–24 months
- Initiative prioritization with confidence scoring
- Investment rationale and ROI modeling
- Explicit assumptions with confidence levels documented
- Operating model and technology enablement direction
- Risk profile — what carries risk if sequencing changes
- Executive-ready presentation for Board and C-suite
- Live leadership alignment session included
Prerequisite
The Strategic Roadmap always follows a CX Assessment. The assessment baseline is the input — without it, the roadmap is built on assumptions rather than evidence, and the confidence scoring can't be defensible.
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.