Tools & Frameworks

Things I built because the off-the-shelf version didn't exist — or didn't quite fit.

AGENT COACHING

Sales & Support Playbook

A relational framework — more than a script.

Typical training teaches tone. This teaches how to actually listen, spot buying signals, and move between support and sales naturally. The framework is mine; your team's real conversations are layered on top so the coaching is grounded in what's actually happening — not what a textbook says should be.

Every agent gets a personalized review. Managers get the ability to pinpoint coaching opportunities without slogging through hundreds of conversations. It goes beyond AI-inferred CX scores that don't know your processes — this evaluates against standards built for your team.

Result: Sales CX: 63% → 88% in six weeks. Support CX: 56% → 85%. Both well above the 76% industry average. Their most direct rep — the one leadership thought would struggle most — climbed 16 points in the first week.
HELP CENTER + FIN

Help Center Article Optimizer

Your articles rated against what actually matters.

You don't just learn what's missing — you get the rewrite. Every evaluation comes with a stronger version of the article, ready to use. And if you need content built from scratch, I do that too.

The tool scores articles against Intercom's content standards, then goes further — six care translation dimensions including emotional context and trust calibration. It shows you where content is technically correct but emotionally flat, where customers feel confused or abandoned. Fin optimization makes content legible. This makes it useful.

SUPPORT METHODOLOGY

Compassionate Macros

Speed and empathy aren't opposites.

The default approach to macros saves time but sounds like it. Compassionate Macros are designed to be fast and human — acknowledging what the customer is feeling before jumping to the fix. A customer who feels heard moves forward faster than one who feels processed.

And it goes beyond chat. Most macros react. These anticipate — surfacing what the customer needs to know before the headache starts.

The origin: Treat every customer like they're the only one you'll talk to today — even if you've answered the same question a thousand times. Curious? →
OPERATIONS + STRATEGY

Resolution Cost Calculator

What are you actually paying per conversation?

Most teams don't actually know. You plug in your agent costs and conversation volume. The calculator shows what each resolution costs you now — and compares it to what Fin would cost for the same work.

It's not a pitch for automation. It's a mirror. Some companies discover they're spending $14 per resolution on issues Fin could handle for $0.99. Others realize their human agents are more cost-effective for complex conversations. Either way, you stop guessing.

What it reveals: Where automation saves money, where it doesn't, and the tipping point where investing in your team makes more sense than investing in AI.

Want to know more about any of these?

Book a Call