Identify where support costs are leaking
Surface AI initiatives that are wasting budget
Prioritize 2–3 savings opportunities before any build
Implement one high-impact workflow tied to cost reduction
Reduce contact volume or handle time within 60 days
Deliver before/after cost benchmarks
Ongoing cost optimization across support operations
AI governance to prevent tool sprawl and rework
Quarterly savings and efficiency reporting
Start with Cost & AI Exposure Assessment if:
→ You’re unsure where costs are leaking
→You’ve had a failed/expensive AI pilot
→You need a clear savings priority list before building anything
Start with Cost Reduction Pilot (8 Weeks) if:
→ You already see the bottleneck
→ You need measurable savings in 60 days
→ You want one workflow shipped end-to-end
Start with Operational AI Retainer if:
→Support cost is a permanent line item you must control
→You need ongoing governance + reporting
→You’re scaling and want to prevent tool sprawl
Confirm the cost drivers (contact volume, AHT, rework, churn triggers)
Lock the scoreboard: 3–5 KPIs we will move
Assess systems, data, security constraints, and team capacity
Identify “fast-start” opportunities vs. dependency risks
Translate goals into 5–10 initiatives
Rank by ROI + effort + operational risk (what’s safest first)
Sequence into 30/60/90-day phases with dependencies
Define MVPs, pilot gates, and adoption plan
Ship 1 workflow end-to-end
Measure lift vs baseline; iterate; lock the next wave
I help COOs and operations leaders reduce customer support costs and tool sprawl by turning failed AI efforts into practical workflows teams actually adopt.
I’ve led global customer operations and CX strategy at enterprise scale (including Apple and Adobe). Now I bring that playbook to mid-market teams who need measurable results—fast, without disruption.
If you’re under pressure to reduce support costs, stabilize performance, or prove ROI on AI—this is built for you.

Most COOs start seeing measurable cost impact within 6–8 weeks when AI is applied to a specific, high-friction workflow.
The key is sequencing: we identify where costs are leaking first, then deploy one focused solution tied to contact volume, handle time, or rework — not a broad rollout.
Larger, sustained savings typically compound over the next 90–180 days as additional workflows are optimized.
No. Our work focuses on reducing waste, rework, and unnecessary contact volume — not replacing people.
In most engagements, teams become more stable because agents spend less time firefighting and more time resolving real customer issues.
Any headcount decisions remain fully in your control.
That’s extremely common — and often why COOs reach out.
Most failures happen because tools were implemented before processes, data, or adoption risks were addressed.
We start by diagnosing what broke, why it broke, and what can realistically be salvaged before recommending anything new.
We work across most major customer support, CRM, and workflow platforms, including legacy systems.
Our role is platform-agnostic: we focus on how systems are used, where friction exists, and how automation fits operational reality.
If a tool isn’t appropriate, we’ll say so.
To begin, we typically need:
Access to high-level support KPIs
A current view of your support stack
One or two stakeholder working sessions
We design engagements to minimize internal disruption and fit alongside day-to-day operations.
We don’t sell software and we don’t lead with theory.
Our work is focused on cost visibility, operational sequencing, and adoption — so AI actually delivers ROI instead of creating more complexity.
No. Most of our work is with mid-market companies that feel enterprise-level complexity without enterprise resources.
That’s where focused cost reduction and smart sequencing matter most.
