Insights-to-Action Workshop Series

Service Description

This collaborative, high-energy workshop series helps leaders and teams make sense of the data, feedback, and signals they already have — turning raw information into clear insights and aligned action. It brings together frontline realities and cross-functional decision-makers to align on what’s working, what’s not, and where to focus next. By connecting agent and member experiences with operational and product context, these workshops create shared understanding, meaningful priorities, and clearer communication — accelerating improvements across the entire customer journey. Whether you're moving quickly as a growing startup or navigating complexity in a more established organization, I help you build the clarity and direction your team needs to move forward with confidence. The 3-Part Workshop Series: 1. Voice of the Agent Insight Workshop: Uncover the internal friction slowing teams down — broken workflows, tool gaps, unclear policies, emotional load and anything that prevents agents from delivering a great experience. This session centers the people closest to the customer to reveal the barriers leaders don’t always see. 2. Voice of the Member Journey Workshop: Dive into the end-to-end customer experience, mapping key touch points, emotional highs and lows, unmet expectations and operational pain points. Teams walk away with a clear view of what customers experience and why. 3. Insights-to-Action Prioritization Workshop: Turn insights into alignment and alignment into action. Using a structured prioritization framework, cross-functional partners agree on what to address first based on member impact, effort, risk and business value. This session results in a concise, actionable roadmap everyone supports. Engagement Details: • Three 2–3 hour workshops (delivered individually across multiple days or as a 1-day sprint) • Virtual delivery available for both individual workshops and the full-day sprint • Onsite delivery available for the full-day sprint (subject to travel availability) • Includes a pre-work session before the series and a final stakeholder alignment session