📊

Sample Report: What Your Results Could Look Like

This is a sample report for a fictional company. Your full report will be customized to your company's unique profile.

CX3 Strategy

Fractional CXO Leadership

Ken McLoughlin

Fractional CXO Leader

CX3 Readiness Report

Acme Corp

Sample Assessment · January 2026

Company Profile

Annual Revenue

$35M

EBITDA Margin

15%

Employees

180

Annual Churn

18%

CX Readiness Tier

Treading Water

Some initiatives exist but lack unified leadership. Strong improvement potential.

Assessment Score: 24 / 58 (41%)

Performance by Pillar

Organizational Leadership

7 / 16

Customer Care & Service Desk

7 / 15

Customer Success & Lifecycle

5 / 15

CX-Aligned People Operations

5 / 12

Estimated Metrics & Potential Improvement

Net Promoter Score (NPS)

Today: 18

↓

With CX3: 28

+10 points

Employee Promoter Score (ePS)

Today: 15

↓

With CX3: 25

+10 points

Customer Churn Rate

Today: 18%

↓

With CX3: 14%

-22% relative

Projected 12-18 Month ROI (Mid Case)

Retained revenue from reduced churn +$1,134,000

EBITDA lift from engagement gains +$276,000

Revenue acceleration from NPS improvement +$875,000

Total Projected Value +$2,285,000

📈 These gains compound. The CX3 Flywheel (ePS → NPS → EBITDA → Valuations) means Year 1 gains become your new baseline. Year 2 builds on top.

📊 The Math: How We Calculate Your ROI

1. Retained Revenue from Reduced Churn

$35M × 18% churn × 18% reduction = $1,134,000

2. EBITDA Lift from Employee Engagement

$5.25M EBITDA × 5.25% lift = $276,000

💰 Enterprise Value Impact

$276K EBITDA improvement × 6x multiple = +$1.66M Enterprise Value

📈 Three Scenarios

Conservative

$1.14M

Expected

$2.28M

Optimistic

$3.42M

Full Calculation Details

Available in your personalized report

📊 Beyond the Numbers: Strategic Value

The math captures the measurable impact. But unified CX leadership creates advantages that don't fit in a spreadsheet.

🎯

Leaders Develop Faster

When systems work, managers coach instead of firefight. Your bench gets deeper.

💡

Employees Think Like Owners

Financial literacy and shared goals create accountability without micromanagement.

🧲

Talent Wants to Join (and Stay)

Word gets around. Great people seek out companies where they can do meaningful work.

🛡️

Competitors Can't Copy Culture

Products can be replicated in months. Culture takes years. Your moat is your people.

⚡

Innovation Comes from Everywhere

Engaged employees plus customer insights means better ideas, faster.

📣

Customers Become Your Sales Force

Promoters recruit new customers. Your best salespeople are already on the payroll.

💰

Pricing Power Replaces Discounting

Customers pay more for better experiences. You compete on value, not price.

🧭

Decisions Get Easier

When everyone aligns on customer outcomes, debates resolve faster.

🔥

Work Becomes Fun Again

When you're winning, work is energizing. Monday mornings feel different.

🏆

You're Building Business Excellence

Strong NPS, low churn, engaged teams. Markers of a company built to last.

+6 more strategic benefits

in your full report

🔓 What You'll Get in Your Full Report

✓ ROI calculations based on YOUR revenue, margins, and churn

✓ Detailed math with research citations (Bain, Gallup, McKinsey)

✓ Enterprise value impact analysis

✓ Conservative / Expected / Optimistic scenarios

✓ 10 strategic benefits beyond the numbers

✓ Downloadable PDF to share with your leadership team

✓ Compounding gains analysis (Year 2+ projections)

✓ Adjustable investment modeling

🔒 Complete privacy: your data never leaves your browser

See What the CX3 Assessment Reveals

Preview Mode: 20 Sample Questions

Pillar 1: Organizational Leadership

Pillar 2: Customer Care & Service Desk Operations

Pillar 3: Customer Success & Lifecycle Management

Pillar 4: CX-Aligned People Operations