Strategy Session: 30 Minutes to Align CX With Compliance and Growth

Nov 12, 2025

You’ve pressure-tested your support stack. You’ve run the ROI math. Now you need a plan that unites customer experience, compliance, and growth - without adding unnecessary complexity or cost. That’s where our Sirius Support Strategy Session comes in.

This is a focused, collaborative conversation - 30 minutes to start - where we learn your business vision and anticipated support requirements, then share practical recommendations to align your support strategy with both emerging regulatory expectations and your long-term growth goals. If it’s helpful, we schedule follow-up working sessions to dive deeper with your team.

What We’ll Cover (and Why It Matters)

1) Vision & Growth Plan
Where you’re headed: new products, launches, seasonality, markets, and channels. We translate your roadmap into likely ticket patterns (setup, WISMO, billing, RMAs, troubleshooting) and the capacity you’ll actually need.

2) Compliance Readiness in the Real World
Regulatory signals evolve, but expectations are stable: timely human access for complex issues and audit-ready evidence. We map your flows (self-serve → bot → human) to time-to-human SLAs, escalation ladders, QA sampling, and transcript retention - so you’re defensible before rules finalize, not scrambling after.

3) Hybrid Support Design (AI + Human)
Bots handle the routine 80%. The last 20% - empathy, judgment, edge-case troubleshooting - is where loyalty and risk live. We show where elastic, per-ticket human coverage lifts outcomes (and costs less than hiring to peak), and we outline how to operationalize it alongside your in-house team.

4) Operating Metrics That Prove It
You can’t manage what you can’t measure. We align on the few metrics that matter: time-to-human, FRT/ART, CSAT/NPS, cost per resolution, and a lightweight evidence pack you can share with Legal and Finance.

Who Should Attend

Founder/CEO/COO: for vision, tradeoffs, and pacing.
CX/Support leader: for workflows, tooling, and quality goals.
Legal/Compliance (optional): for evidence expectations and risk appetite.
Ops/Finance (optional): for capacity planning and budget alignment.

If you prefer, bring a small group to the first 30 minutes; we’ll schedule follow-ups by function to move faster.

How We Prepare (So Your 30 Minutes Count)

Before the session we’ll ask for a few basics (whatever you have on hand is fine):

Recent ticket mix (by queue/channel)
Current AI deflection vs. human share
Volume peaks (launches, promos, seasonality)
Current FRT/ART, CSAT targets
High-level team structure and tools

If you’ve completed our Regulatory Readiness Assessment or run the ROI Calculator, we’ll fold those inputs into the conversation. If not, no problem - we’ll estimate and convert assumptions into testable pilots.

Why Teams Choose a Strategy Session Now (Not Later)

Rules change; good controls don’t. Design routing, time-to-human, and evidence now so policy tweaks become configuration - not a rebuild.
Avoid reaction costs. Waiting for a complaint or inquiry turns improvements into fire drills. Proactive tuning is cheaper and calmer.
Protect growth windows. Launches and promos shouldn’t stall while you staff up. Elastic coverage and clear escalations keep you moving.
Unify stakeholders. CX, Legal, Finance, and Ops leave with the same plan, the same metrics, and the same success criteria.

What Follow-Ups Look Like

After the initial 30-minute Strategy Session, we’ll propose targeted working sessions - typically 45–60 minutes each - such as:

Routing & Time-to-Human Workshop (configure timers, ladders, and “human-only” queues)
QA & Evidence Pack Setup (sampling plan, artifacts, retention)
Pilot Design (pick a queue - e.g., cancellations, RMAs, troubleshooting - set targets, launch, measure)