Our Services


Lookout Advisors’ services range from standardized “healthcheck” assessments to heavily customized consulting services.  In all cases, we follow a structured methodology to ensure our services align with and deliver on our client’s business objectives.  We have highlighted below examples of our services.


Customer experience

Assess existing customer experience, develop overall corporate customer experience strategy, define customer contact strategy for sales and service, and optimize customer relationship management (CRM) application/technology solutions across all customer contact channels.


Contact centers

Assess, design, implement and optimize contact center organizations, operations, technologies and facilities, including multi-channel self- and assisted-service solutions (e.g., web, chat, email, IVR/speech, social media, SMS/text messaging, chatbots).


Sales & marketing analytics and automation

Apply advanced analytics, marketing tools and sales force automation to optimize sales and marketing processes, including lead generation, selling, proposing, sales closure and overall sales management.


BPO/IT outsourcing

Guide organizations in the strategy, selection, implementation and management of effective outsourcing/co-sourcing of critical customer management business processes, contact centers, back-office operations and related information technology (IT) solutions.


Corporate, product and M&A strategy

Guide customer experience and CRM-related solution, outsourcing and service providers (and investors) to develop their core business and product strategy through effective market, competitive, strategic business and merger & acquisition (M&A) analysis.