Accepting engagements · by referral Four to eight active · worldwide, in English and Spanish

Board CX advisory

CX advisor to boards and executive teams.

I help CEOs, CCOs, and boards turn customer experience from a cost centre into a revenue function, before a transaction, a slowing market, or the next board meeting forces the question.

01 · Point of view

Customer experience is a P&L function.

In most companies past a certain scale, the customer experience function is structurally underfunded relative to what it is asked to defend. The service organisation is hired to protect retention. The product or commercial side is hired to protect growth. Customer experience sits in between and owns the part the company most needs and least understands.

The result is predictable. Retention starts drifting before it shows up in the numbers the board sees. Customers leave for reasons the company recorded months earlier and never acted on. Operators inside the function know exactly where the breakage is and rarely have the authority to fix it.

The companies that get this right do not solve it by hiring more support headcount or standing up another satisfaction dashboard. They solve it by treating customer experience as a P&L function, and giving it the governance, the metrics, and the executive sponsorship a P&L function requires.

That is the conversation I am hired to have. Sometimes with the CEO. More often with the CCO, the CFO, or the board. The deliverable is judgment, not workshops.

02 · Engagements

How the work is structured.

Senior advisory only. Quarterly or monthly cadence depending on the question. Engagements typically run six to twelve months. Some last longer when the relationship calls for it.

The work is structured around the board cycle, not around milestones. Most clients are preparing for a transaction or a board review, entering a new market or customer tier, defending retention against a slowing market, or stress-testing the customer experience function before scale exposes its gaps.

I take four to eight active engagements at any time. The cap is by design. Advisory at this level is structured around one person's judgment, not a team's hours.

What is included

The counsel

Direct access via private channel. Monthly or quarterly working sessions with the executive team. Board-room briefs when relevant. The senior judgment behind every conversation.

What is not included

The delivery

No delivery work, headcount-based service hours, frameworks-as-a-product, or anything billed by the hour. When the work calls for execution, that runs separately through Customera, the productized CX execution firm I founded.

03 · Background

Twenty years of running CX at scale.

Global Head of Client Experience, Xerox
148 countries. Built and operated CX governance at enterprise scale across multiple business units. Year one client relationship NPS up eleven points.
CX Program Lead, HP
81 countries. Designed CX infrastructure for the 3D printing division during the early commercialization phase of a then-new product category.
Founder, Customera
Productized CX execution firm. Sprint, Accelerator, and Fractional engagements run separately from this advisory practice.

Let's begin with a conversation.

No proposal yet, no scope yet. Just a first call. After we speak, you will receive a written note of how an engagement moves, and we decide together whether the work belongs in your room.

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Worldwide · English and Spanish