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Consulting & CX Method

Every strategy requires 3 key steps; define, plan and measure but CX requires its own version of strategy and it is different for every organization. This is not a plug and play framework

Why CX.

Looking at the business through the eyes of the customer is not a comfortable process as it opens up the fractures and inconsistencies to the original vision of the organization.

 

Working with us either through a workshop or full consulting process, we will help you create a full CX operating plan.

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Phase 1: Evaluate the 3 Whys, evaluate the Ethos and develop a Strategy intention

Phase 2: Follow our 10 step process to define a plan of action; starting with a full stakeholder assessment

Phase 3: Simplify the action plans into a strategic document with clear plans and goals for all internal stakeholders

Phase 4: Create a performance management / scorecard process

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Additional Steps (examples) depending on the level of consultation:

  • Leadership Strategy Workshops to draft strategy proposals at team levels

  • Lead survey and focus group rollout

  • Provide analysis and reporting for operating plans and strategy

  • Lead review sessions

  • Shift project management to program office solutions

Define the Strategy

Planning and Delivery

Measure and Assess

CX Ops Plan Steps.jpg

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Get weekly insights on CX strategies, closer look at client success stories and tools that can be used to measure and support success.

Example of Articles​

  • Building a CX Program Office

  • Journey through a Strategy Notebook

  • Planning for a new year, how to organize your leadership team

  • Measure Customer Satisfaction, the easy way

  • CX for Youth Sports

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Join the conversation. Let's bring it back to the customer.

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About

Resources

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Dr. Michelle S. Mullman

Strategy Consultant. Customer Experience Advocate. Educator.
 

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