Clarity · CX Investment Review
Get a practical review of your vendor proposal, its assumptions and the financial case. Use Clarity to explore the numbers, or work through the decision with a CX expert in a one-hour review.
Vendor-proposal review · a one-hour call · a written decision brief
Are the savings realistic?
What assumptions support the vendor’s numbers?
Will released time reduce costs?
What needs to change for capacity to become a financial saving?
What should you do next?
Proceed, pilot, renegotiate or pause.
What a review of your CX investment proposal is designed to surface, before you commit.
Understand what drives the vendor's projected benefits.
Separate potential cash savings from released capacity.
Identify missing costs, weak assumptions and delivery risks.
Decide whether to proceed, pilot, renegotiate or pause.
The CX Investment Review, from first brief to written recommendation.
Tell me about the proposal and the decision you need help making. We'll confirm fit and availability before you pay.
Once we agree the engagement and you supply the proposal and operating inputs, I review the assumptions and prepare up to three scenarios.
A 60-minute video call to examine the economics, downside risks, savings realisation and questions to challenge the vendor.
A concise written assessment with the key assumptions, financial projections and recommended next steps. Delivery timing is agreed when we book.
The free tool generates estimates from the inputs you enter — no expert judgement is included. The expert review covers personal preparation, judgement, a 60-minute call and a written brief.
Build a baseline from contact volumes, channel mix, handling times and cost per hour, then compare automation, agent assist and channel shift against doing nothing.
See projected financial savings and released capacity as distinct figures, so freed-up time is not confused with cash benefit.
Run sensitivity tests on automation, handling times and realisation, then bring the assumptions, projections and risks into a structured business case.
Self-service modelling is free. The CX Investment Review is a fixed-price expert service.
Build the full business case and see your results instantly.