Cassidine Consulting redesigns the operating model so the technology you already bought finally delivers what it promised. We stay until the change holds.
At $150M+ revenue, the number runs $15M – $30M+ in Year One. These costs continue every year the operating model remains unchanged. The longer you wait, the more it compounds.
Maximum downside is the Diagnostic fee. If the Diagnostic doesn't surface a fixable gap, the engagement stops there. The math holds because the cost of not doing this is 5-10× the engagement cost.
Grew $40M → $85M in 24 months. NPS dropped 52 → 23. Two advisors recommended AI service agents. They spent $1.8M on CRM + AI agents + an implementation consultancy. Six months later, complaints were unchanged. Churn ticking up 14% → 18%. Three CX managers resigned in the same quarter. Board started asking pointed questions.
The AI agents were resolving 60% of inbound tickets. The remaining 40% — escalations — were routed to mid-level CX managers who had no authority to resolve them. Decision rights had never been redesigned. The managers were managing the AI's escalations on top of their existing work. The dashboard showed success while the customer experience collapsed underneath.
Redesigned the service operating model around the AI. New decision-rights matrix. Dedicated tier-2 pod from existing CX team. KPI realignment to resolution quality + cycle time. Customer journey rebuilt around the new flow. AI agent prompts retrained to fit the new escalation rules. Internal VP of Operations promoted in month 7 to own the operating model post-engagement.
| Metric | Pre-engagement | 12 months post | Change |
|---|---|---|---|
| Customer NPS | 23 | 47 | +24 pts |
| Annual customer churn | 18% | 11% | −7 pts |
| AI ticket-resolution rate | 60% | 78% | +18 pts |
| CX manager turnover | 28% | 9% | −19 pts |
| Annual margin impact recovered | — | $4.2M | 8.4× ROI |
I get inside your operation and fix how work actually flows. That means diagnosing where strategy and structure have separated, redesigning processes, aligning roles to outcomes, and staying in the work until the change holds.
I built the Theory Reality Gap framework after seeing the same pattern in companies across industries: organizations produce what they're built to produce, regardless of what leadership intends. Closing that gap is the work.
SMBs and corporate organizations · Organizational strategy & talent development as one system, not two budgets.