CX advisory for growth-stage companies

Find where your customer experience is leaking revenue and where your next wave of growth is hiding.

Most growing companies don't have a customer problem. They have an alignment problem. Revenue, operations, and customer experience drift apart, and the cost shows up as churn, escalations, and stalled deals. I find the gaps, surface the growth your funnel can already deliver, and show you what to fix first, with the dollars attached.

For founders, CEOs, COOs, and CROs who own the number.

Sound familiar

You're growing. The system behind the growth isn't keeping up.

You have data. What you don't have is clarity on where the business is losing value and what to do about it first.

The same issues keep escalating

Problems bounce between teams. Nobody owns the handoff. The customer feels it, and so does your margin.

Teams are running on heroics

Things work because good people are holding it together by hand. That doesn't scale, and it burns out your best people.

Customer signals are scattered

Support sees one thing, sales sees another, ops sees a third. No single view of where the journey actually breaks.

You're chasing symptoms

Churn ticks up, support volume rises, conversion dips. You're treating the noise instead of the source.

My point of view

Customer experience, revenue, and operational efficiency are not competing priorities. When they're aligned, the experience improves on its own.

Here's why that matters to you: when these three are aligned, you grow without the experience breaking, you protect margin instead of paying to patch it, and your teams stop working around each other. I sit between your CRO and COO and give them one shared view of where the journey breaks, what it costs, and what to fix first.

The method

A proprietary system, built in the operator's seat.

The method has a name, the Magnetic Revenue Model™, and I built it over 25 years of running the businesses, not watching from the outside. It blends the rigor of Lean and Six Sigma, the best of modern customer experience design, and a deep read of human behavior. The numbers and the people are never separate, so I never treat them that way.

What that rigor buys you: findings your CFO can defend, a fix that holds because it accounts for how people actually behave, and results you can measure in dollars.

Lean and Six Sigma rigor
Modern customer experience design
A deep read of human behavior

The short version: you do not need to know how it works. You need it to work. And it does.

3–5×ROI

Clients typically see at least a 3 to 5x return within 12 months of working with MagnetizeCX.

Results delivered

The kind of results this approach produces.

A few outcomes I drove from the operator's seat, the same lens I now bring to your business. Annual impact, companies kept private.

$70M

Added annual revenue from a 5-point lift in sales conversion, by simplifying the customer experience and standardizing how the team sold.

$42M

New annual revenue from an opportunity hiding in the sales funnel that no one had captured.

$12M

Annual revenue recovered by building a new team to catch demand that was quietly leaking away.

Net operating income in a single year, through sharper operations and cost discipline.

Where AI fits

AI should carry the load. Your people should carry the relationship.

AI has a real place in operational efficiency. The skill is pointing the right tool at the right scenario at the right time, automating the busywork so your team is freed for the moments that actually need a human. That is part of the secret sauce.

What that means for you: lower cost to serve for the company, less grind and more high-value work for your team, and a real person present at the moments that decide whether a customer stays. AI amplifies your people, it does not replace the relationship your customers pay for.

How it works

See where the money is. Know what to fix first. Move.

No six-month engagement. No dashboard you will never open. You get a clear diagnosis and a plan you can act on Monday.

STEP 01

You see what's really happening

An outside-in view of your full customer journey, from the first lead to the moment a customer stays or leaves, built from your data and real conversations with your team and your customers. You finally see the business the way your customer does, not the way your org chart does.

STEP 02

You see where the money is

Exactly where revenue, retention, and efficiency are leaking, and where your next wave of growth is hiding, each with a dollar figure attached. Now you can size both the cost and the prize before you spend a dollar fixing anything.

STEP 03

You know what to fix first

A prioritized plan tied to dollars: the highest-value fixes, who owns each one, and the upside on the other side. Your team stops chasing symptoms, and your leadership can fund the work with confidence.

What you walk away with

More revenue captured. Less revenue leaking. Stronger retention.

Revenue lift

The growth opportunity that's hiding in your existing funnel, surfaced and sized so you can go capture it.

Margin protection

The friction and rework that's quietly eating your profit, named and prioritized so you can shut it down.

Retention and repeat business

A customer experience the company can actually scale, so the customers you fought to win decide to stay.

In a client's words
"What she delivered is what most consultants promise and almost none of them produce. A prioritized plan with the dollars attached, roughly $200K a year of incremental revenue, captured using the people and technology we already have in place. No new headcount. No new tools. She designs her work to keep delivering after she steps back. We are not building a dependency on an advisor. We are building a sharper version of Easy Street."
Dan Noma
Founder, Easy Street Offers
The offer

Ways to work together

One product, sized to your business. Start small, run the full Sprint, continue as a fractional engagement, or scope a discrete project. We find the right starting point together on a fit call.

01
Customer Journey Mapping Session · 4 to 8 hours

Start here

An outside-in read on where revenue is leaking and where growth is hiding, plus three things you did not know about your own customer. The fastest, lowest-risk way to see whether the bigger work will pay off.

From $3,000, scaling with complexity. Credited toward the Sprint.

02
Recommended
The 90-Day Revenue Alignment Sprint

Leave knowing exactly what to fix, what it's worth, and that it works.

By the end of the 90 days you have the whole picture: exactly what to fix, the size of the opportunity in dollars, and the operational improvement you can expect. Every recommendation aligns the people, the processes, and the systems behind it, so it's a plan your team can run, not a binder of ideas.

And you do not have to take it on faith. We pilot the highest-value fix live, so you walk away with proof it works. At Easy Street, this work found about $200K in Year-1 revenue with no new headcount and no new tools.

Book a fit call
03
Fractional CXO, Revenue Alignment

Put me in the seat to drive results

Stand alone, or as a continuation after the Sprint. I take the ongoing seat between your CRO and COO: a leadership communication rhythm, manager playbooks, light governance to prevent drift, and a starter advocacy engine that turns your best customers into your next deals. My job is to hold the gains and keep producing results, higher margin and more operational efficiency, long after the project ends.

04
Special and discrete projects

Need something specific?

Some companies need a focused, one-off piece of work, like an install to get the right foundation in place. If you have a discrete project in mind, I can scope that too.

Same method, sized to your business. You only go deeper when the numbers say it's worth it.

Estimate your opportunity

How much revenue are you leaking, and how much is hiding?

Plug in a few numbers. You will get a directional estimate of two things: the revenue slipping away through your funnel and your retention every year, and the growth waiting to be captured. Then we can talk about going and getting it.

Your current yearly revenue, in dollars.
Share of customers or revenue you lose per year.
Leads good enough to actually pursue.
Of those leads, the share that become customers.
Typical annual value of one customer.
Estimated annual revenue at stake
$0
What you are leaving on the table, and could capture with a tighter funnel and experience. A conservative, directional estimate.
Leaking through retention$0
Growth hiding in your funnel$0
Let's go capture it

This estimate assumes roughly 30% of churn is experience and operations driven, and therefore addressable, and that about 10% of lost qualified pipeline is realistically recoverable through a stronger funnel and customer experience. Deliberately conservative. The point is direction, not precision.

Why me, not a big firm

The clarity of a top-firm diagnosis, without the six-month engagement.

If your last advisor left you a deck, I leave you a working system. Big firms send a team of juniors and a slide deck. You get me, a 25-year operator, in the room from day one.

The big firms

  • Months of discovery before a single fix
  • Junior consultants learning on your dime
  • A strategy deck, then they're gone
  • Pricing hidden behind a sales process

MagnetizeCX

  • A focused diagnosis in weeks, not quarters
  • Senior attention from day one, every day
  • A prioritized plan you can act on immediately
  • Clear, scoped engagements with no surprises
Three doors, one result

Come in through any door. They all lead to results.

Companies arrive in three different states. The starting point is different. The outcome is the same: more revenue captured, stronger margin, and an operation that runs better.

"The foundation isn't built yet"

You need it built for you

You grew fast, but the customer experience and the operating model underneath it were never actually built. No clear journey, no shared definition of the customer, no system holding it together. I come in and install the foundation, the journey, the operating model, and the standard work, so you finally have something solid to scale on without the growth breaking it.

"Our operations are a mess"

Growth is outrunning how you run

You probably do not have a people problem, and you do not need another tool first. You need clear visibility into where growth is creating friction across your customer journey, revenue flow, and operating model. I find where the experience is breaking down and what to fix first, so you protect margin and capture growth before the chaos gets expensive, without adding headcount.

"Our teams aren't aligned"

The breaks are between departments

In larger companies, revenue and customer experience rarely break inside one department. They break between them. I create a cross-functional view of where customer reality, revenue flow, and operating execution are out of alignment, so your revenue and operations leaders share one picture and can fund the right fix instead of arguing over symptoms.

Michelle Meyers, Founder & CEO
Who's behind it

I've sat in the seat you're in.

I spent 25 years as an operator and executive leader before I ever called myself an advisor. I have run sales, operations, and customer experience organizations, and carried full P&L as a Regional General Manager, including a multi-billion-dollar revenue line at Opendoor that I redesigned end to end. As VP of Customer Experience at Realtor.com, I owned the journey across the funnel and hit a peak 98% retention rate. I have sat in nearly every seat that touches the customer, and been the person on the hook for the number.

My gift is pattern recognition inside business chaos. I can walk into a messy, growing company, see what belongs together, find the gaps, and show leaders what needs to happen next. That's the whole job. For you, that means clarity in weeks instead of quarters, and money found before it is spent chasing the wrong fix.

I organize the mess, find the gaps, and show you what to fix first.

Find out where you're losing revenue, and where you can win it back.

Bring me where things feel stuck. In 30 minutes you'll get a straight read on your biggest leak, the growth you're leaving on the table, and whether we're a fit. No pitch. No pressure.

Book your 30-minute fit call

For founders, CEOs, COOs, and CROs who own the number.