Why CX & CS Consultants Are Turning to EvaluationsHub to Scale Their Impact
As a Customer Experience or Customer Success consultant, your value lies in helping clients listen better, act faster, and retain customers longer. You diagnose problems, design journeys, and build feedback loops—but what happens after the slides and workshops?
That’s the hard part: execution.
Too often, your client’s beautiful voice-of-customer strategy ends up buried in spreadsheets, survey tools, or internal silos. No one’s accountable. Follow-up is inconsistent. Momentum stalls.
That’s why forward-thinking consultants are turning to EvaluationsHub—a lightweight but powerful evaluation automation platform that helps your clients turn strategy into structured workflows, and helps you scale your services with a repeatable layer of value.
Why Traditional Survey Tools and Dashboards Fall Short
You may already be using tools like Typeform, SurveyMonkey, Google Forms, or even a CS platform like Totango or ClientSuccess. But let’s be honest:
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They’re hard to scale beyond a one-off survey.
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They’re focused on feedback collection, not accountability.
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They don’t push evaluations to multiple internal and external parties easily.
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There’s no built-in logic for scoring, reminders, or follow-up actions.
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They force clients to “DIY” the feedback cycle—until it breaks.
And from a consulting perspective, they don’t give you a way to stay involved beyond project delivery.
EvaluationsHub changes that.
EvaluationsHub: Productize Your Expertise. Operationalize Your Playbook.
EvaluationsHub helps you design and deploy repeatable, structured evaluation flows that clients can use long after you’ve left the room.
You can:
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Build branded templates for onboarding feedback, QBRs, churn risk signals, CSAT scoring, etc.
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Push evaluations to customers, suppliers, or internal teams—automatically
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Automate reminders, scoring logic, and dashboard views
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Track follow-up actions and ownership
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Offer your clients a customer portal branded with their logo
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Create recurring value that clients tie directly back to your work
Even better: you can manage it on their behalf or train their team to own it.
Example Use Cases for CX & CS Consultants
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Onboarding Health Checks
Evaluate how the customer experienced implementation across stakeholders (not just the champion). -
Post-QBR Pulse
Get structured, scored feedback after every QBR—automatically. -
Voice of the Customer Audits
Push cross-departmental feedback templates (sales, CS, product) to validate customer sentiment. -
Customer Journey Friction Mapping
Use internal evaluation templates to score how different teams support the customer experience. -
Supplier Impact Feedback
Help clients evaluate how external vendors affect customer satisfaction.
Why Consultants Love It
Consultant Pain Point | What EvaluationsHub Delivers |
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Client feedback loops fizzle post-project | ✅ Your playbook lives on as a structured system |
Hard to stay involved after delivery | ✅ Build recurring value into ongoing evaluations |
No way to scale IP across clients | ✅ Reuse templates across industries or accounts |
Clients lack execution capacity | ✅ Platform runs evaluations on autopilot, including reminders |
Low visibility on impact | ✅ Dashboards track scores, trends, accountability |
Business Model Bonus: Retainers, Not Just Reports
EvaluationsHub helps you shift from:
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One-off workshops ➝ to recurring managed evaluations
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Advisory decks ➝ to measurable feedback systems
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Project-based fees ➝ to productized retainers
Offer a monthly package where you maintain or optimize your client’s evaluation cycles. Help them track performance, improvement areas, and customer engagement—without spinning up a new project each time.
You stay relevant. They stay on track. Everyone wins.
Final Word: Be the Expert Who Delivers AND Sustains Change
You already know what great customer experience looks like. EvaluationsHub helps you operationalize it for your clients, while strengthening your role in the long-term strategy.
Whether you’re focused on retention, onboarding, VOC, or CX audits, EvaluationsHub is the invisible layer that brings your insights to life—on autopilot.
Want to See It in Action?
Get access to a free managed consultant account and start building your first reusable evaluation template in minutes.