HarmonyzeCX | Frequently Asked Questions
- 01
HarmonyzeCX is an AI-powered fractional Customer Success & Experience (CX) consultancy that helps startups and small businesses build, optimize, and scale their customer success operations. We combine high-touch strategy with smart automation to improve retention, customer satisfaction, and support efficiency.
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"Fractional" means you get access to executive-level expertise and leadership in customer success and experience without the cost of a full-time hire. We act as your part-time Head of CX/CS, helping guide strategy, build systems, and train teams.
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We work with:
Early-stage startups without an in-house CS or CX team
Growing companies looking to reduce churn and improve customer retention
Businesses that want to use AI and data to scale support and engagement efficiently
- 04
We leverage AI and automation to optimize your customer success operations, including:
Predictive analytics to identify churn risks
Sentiment analysis from customer feedback
AI-powered onboarding sequences and chatbots
Health score monitoring using tools like Mixpanel, Metabase, and custom dashboards
- 05
We offer three core packages:
Essential ($1,500/month):
Fractional CX leadership
Journey mapping & onboarding strategy
Basic SOP creation
Monthly reporting
Growth ($3,000/month):
Includes Essential
Proactive engagement & churn prevention frameworks
Health score setup
Slack/chat support
Scale ($5,000/month):
Includes Growth
Full CX/CS team optimization
Advanced analytics & segmentation
24/7 priority support & a dedicated consultant
We also offer custom plans upon request.
- 06
Our model is based on ongoing fractional support, but we occasionally take on short-term setup or audit projects for companies who only need initial structure and training. Contact us to inquire about availability.
- 07
Yes! Team training and enablement is a core part of our Scale and Custom packages. We help implement SOPs, onboarding flows, and performance KPIs.
- 08
The onboarding process occurs within the first 2 weeks and includes:
Initial strategy session & intake
Audit of current customer success efforts
Tool & team evaluation
Setup of priority CX/CS workflows
- 09
Monthly plans are prepaid at the start of each month.
We also offer 6-month and 12-month commitments with discounted rates (if paid in full).
Services are billed as retainer-style, not hourly
- 10
We ask for 30 days notice for cancellation or plan changes. No prorated refunds are offered for mid-cycle cancellations. Early termination fees may apply for long-term contracts.
- 11
Absolutely. We understand every business is different. You can request a custom plan that fits your specific goals, timelines, or scope of involvement.
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We combine:
Executive-level strategy with hands-on implementation
A data-driven, AI-enhanced approach
Flexible, scalable services for growing businesses
We're not just advisors—we embed into your team to deliver real outcomes.