How it works
A consulting engagement, rebuilt as a guided workflow.
You run the interviews. The platform runs the analysis. What used to take 10–16 weeks happens in days.
- 01
Pick your scope
Choose your industry, name your Business Units, and pick the Domains that matter. Start free, or configure a paid bundle.
- Choose Freemium, Targeted ($999/pillar), or Full Assessment ($2,499)
- Pick your industry — benchmarks adapt to your peer set
- Pick your function — customer service, sales, collections, back office, etc.
Takes 2 minutes - 02
Complete the intake
A guided form captures your volumes, AHT, FCR, attrition, tech stack, and vendor landscape — the data our model benchmarks against.
- 40+ guided fields covering volumes, AHT, FCR, CSAT, attrition
- Channel mix: voice, email, chat, SMS, social, self-service
- Tech stack and vendor landscape — your ACD, CRM, QA, WFM tools
- Save and resume anytime; auto-saves as you type
Takes 30–45 minutes - 03
Run guided interviews
We generate a tailored interview guide per stakeholder. Record on Zoom, upload the transcripts, optionally add screenshots and supporting docs.
- Custom interview guide generated from your intake answers
- We tell you exactly who to interview: leadership, QA, WFM, IT, agents
- Use Zoom, Teams, or whatever you use — just grab the transcript
- Upload transcripts, recordings, process flows, and sample reports
1–2 weeks of your team's calendar time - 04
Get the assessment
Claude analyzes every transcript against ~617 weighted questions and returns current-state heatmaps, evidence-backed gaps, and a prioritized 90-day roadmap.
- Claude analyzes every transcript against 600+ weighted questions
- Current-state heatmap with score per pillar × domain
- Prioritized recommendations with estimated impact
- 90-day transformation roadmap, ready to present to leadership
Delivered within 24–72 hours of your last upload
Ready to run your first assessment?
Start free and see the platform do the work in real time.