The most valuable do more than deliver merchandise.
They create client experiences people want to come back to.
Proven uncovers what makes you easy to choose—or easy to replace—then designs the people, moments, and systems that make clients want more of you. Your customer experience is how you earn trust, protect margin, grow accounts, and becomes hard to replace.
Proven brings clarity to what your clients experience today, defines what they need to experience next, and works alongside your team to make it real.
Build the foundation
CX SNAPSHOT
CX BLUEPRINT
CX BLUEPRINT
Find the moments making clients come back—and the ones quietly pushing them away.
A focused view of how clients actually experience your agency: from the first conversation through delivery, follow-up, and the next opportunity.
CX Snapshot reveals where trust, relevance, and momentum are growing—and where friction, silence, inconsistency, or price-led comparison are costing you loyalty, margin, and future business.
You’ll receive:
- A current-state client journey map
- A CX heatmap of the moments that build or break momentum
- A pain-point and opportunity register
- A 90-day “make it stick” priority plan
- An initial value-at-stake view
- An executive findings session
Timeline: Four weeks
Investment: Starting at $8,500
CX BLUEPRINT
CX BLUEPRINT
CX BLUEPRINT
Design the experience clients don’t want to leave.
The CX Blueprint defines the experience your agency should be known for—one that feels relevant, effortless, and distinct at every meaningful moment.
It connects client insight with brand position, team behaviour, communication, and operational reality so clients experience more than good service. They experience an agency they trust earlier, use more often, and recommend without being asked.
You’ll receive:
- Everything in the CX Snapshot
- Expanded client and employee listening
- A brand-position and voice assessment
- A CX North Star and highly addictive experience principles
- An ideal-state client journey and service standards
- A 90-day action plan and 12-month roadmap
- A full value-at-stake and ROTI model
- A leadership alignment session
Timeline: Eight to 10 weeks
Investment: Starting at $18,500
CX PARTNER
CX BLUEPRINT
CX PARTNER
Make the experience impossible to replace.
A strong strategy only matters when it changes what clients actually feel. CX Partner brings ongoing strategic leadership, implementation, and accountability to the moments that make an agency memorable, valuable, and hard to replace.
Together, we embed the systems, standards, and behaviours that make the experience feel easy, relevant, and consistently worth returning to.
We’ll focus on the priorities with the greatest impact, including:
- Discovery that makes clients feel immediately understood
- Proposals that turn product options into compelling recommendations
- Project communication that prevents clients from needing to chase
- Follow-through that turns delivery into the next conversation
- Brand messaging that makes your difference felt before the first meeting
- Team enablement and leadership accountability
- CX measurement that tracks trust, loyalty, growth, and value—not just satisfaction
Timeline: Three-month minimum
Investment: $6,000 per month
Focused CX Sprints
Not every agency needs a full reset to make meaningful progress.
Focused CX Sprints strengthen one client moment with the greatest influence on how your company is valued, chosen, and remembered. They’re designed for teams that know where the pressure is—or want a focused place to start.
Proposal-to-Partner Sprint
Proposal-to-Partner Sprint
Proposal-to-Partner Sprint
Make the value clear before the price takes over.
If your proposals only show products, quantities, and prices, clients can’t see the thinking behind the recommendation—or the value of choosing your agency.
This sprint turns proposals into stronger strategic tools that make the outcome, audience relevance, and reasoning behind every idea easy to understand and easier to approve.
You’ll receive:
- An audit of three to five current proposals
- A redesigned proposal structure
- A reusable “Why This Works” framework
- Recommendation-storytelling guidance
- A discovery-to-recommendation checklist
- A sales-team working session
- Review and refinement of the first two live proposals using the new approach
Timeline: 3 weeks
Starting at $6,500
Position & Voice SPRINT
Proposal-to-Partner Sprint
Proposal-to-Partner Sprint
Be known for more than what you sell.
When your story sounds like everyone else’s, clients don’t have a reason to choose you before the price conversation begins.
Position & Voice Sprint clarifies what makes your agency relevant, credible, and different—then gives your team language that makes the difference clear in conversations, proposals, and client-facing materials.
You’ll receive:
- A positioning and category-language assessment
- A differentiated value story
- Message pillars and proof points
- Brand voice direction
- Homepage and sales-messaging recommendations
- A leadership alignment session
Timeline: 4 weeks
Starting at $7,500
Client Momentum Sprint
Proposal-to-Partner Sprint
Client Momentum Sprint
Make doing business with you feel effortless.
Clients don’t remember every email or project update. They remember whether working with you felt clear, proactive, and easy—or whether they had to chase, repeat themselves, and manage the process themselves.
Client Momentum Sprint strengthens the communication and follow-through moments that build confidence during a project and keep the relationship moving after delivery.
You’ll receive:
- A review of project and client-communication touchpoints
- Proactive project-update standards
- Client-facing status-update templates
- Post-delivery follow-up sequence
- Account-growth and relationship-routine recommendations
- Ownership and escalation guidelines
- A team implementation working session
Timeline: 4 weeks
Starting at $7,500
start with the experience moment that matters most.
Find the engagement that speaks to your scenario.
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