True North Advisors — CX & AI Navigation for Enterprise

The Problem 01

Enterprise customers are being told they need AI, but 70% don't know what they are actually buying. In the rush to “innovate,” most companies follow the magnetic pull of marketing hype—flashy vendor demos, “me-too” features, and promises that sound identical across every pitch deck.

A small error at the start leads to being miles off course at the finish. Without a fixed point of reference, technology investments drift. Budgets inflate. Timelines stretch. And the CX outcomes leadership promised to the board never materialise.

I ensure your technology stack aligns with your actual business outcomes—not the vendor's roadmap.

“In CX and AI, Magnetic North is the hype. True North is the actual ROI and long-term architectural fit for your specific enterprise.”

The AI Buying Paradox — True North Advisors

70%

of enterprise AI buyers can't articulate what they purchased or the specific outcomes it's meant to drive.

Declination Checklist — Is Your AI Drifting?

Can your team articulate the specific KPIs your AI investment is targeting?

Is your vendor selection driven by a demo or by a requirements matrix?

Do you have a 12-month measurement plan beyond “go-live”?

Has anyone challenged your current CX architecture for scalability gaps?

Services 02

Strategic Alignment

Using the REKS framework to evaluate your current Results and Effort, identifying where Knowledge and Skills gaps can be bridged by CCaaS and AI. A surgical assessment of where you are and where you need to be.

REKS Analysis

Vendor Evaluation & Selection

No-nonsense, objective assessment of the CX/CCaaS landscape. I cut through the “demo-magic” to find the solution that fits your specific enterprise scale, integration requirements, and growth trajectory.

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AI Readiness & Implementation

Moving beyond the chatbot. I help you identify high-impact AI use cases that drive measurable CX improvements—grounded in your data maturity, operational reality, and customer journey.

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SPICED Executive Workshop

A focused session for sales and CX leaders to align technology investments with the customer's Situations, Pain, and Impact. Walk away with a shared vocabulary and a clear action plan.

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Your Guide 03

The rigor of executive leadership. The agility of a boutique consultancy.

With decades of experience as a Senior Vice President in the Enterprise Sales space, I've seen thousands of technology deployments. I started True North Advisors because I saw a recurring gap: companies weren't failing because of the technology; they were failing because they lacked a fixed point of reference.

I bring the rigor of executive leadership and the agility of a boutique consultancy to your most critical CX decisions. No team of junior analysts. No recycled playbooks. One senior advisor, fully invested in your outcome.

Experience & Frameworks

Five9 REKS SPICED Enterprise CX CCaaS AI/ML