For Marketing Leaders

You’re Hitting Your MQL Target. The Pipeline Still Won’t Move.

Your campaigns work. Your site converts. Sort of. Somewhere between the demo request and the closed deal, a percentage you can’t account for is leaking out — and the agency that built your funnel three years ago isn’t the right team to find it. Experience Helpdesk gives you a senior UX and CX team on retainer at the price of a conference ticket.

No long-term contract. Cancel any time.

The conversion problems your dashboard can’t see.

Your team is great at running plays. The question is which plays are running into a wall the analytics platform isn’t sophisticated enough to surface.

How the Helpdesk Actually Works

Four steps. One method. The same one we use on five-figure engagements.

Every problem we help you solve moves through the same four steps. There are no strict phases — every member shows up with a different problem and a different timeline, and the work meets you where you are. But the method underneath is the same one our consulting team uses on paid work.

01

Diagnose with evidence

Most experience problems get misdiagnosed because someone made a confident guess in a meeting. We start every conversation by figuring out what’s actually happening — using the same audits, scorecards, and frameworks our consulting team brings to paid engagements.

02

Get specific guidance

Record a video of the underperforming page. Send a voice note. Drop a screenshot. Our team responds with implementable recommendations — not theory, not a link to a blog post, not a 60-page report. Specific changes, specific reasons, specific to you.

03

Implement and measure

You make the change. We point you to the worksheets, scripts, and platform-specific guidance that get you from “we should do this” to “this is shipped.” You measure the impact. We iterate. The dashboard starts telling a different story.

04

Step back strategically

Once a month, 30 minutes with Joe or a senior team member to zoom out. What patterns are showing up? Where’s the next 90 days of focus? This call doesn’t roll over and isn’t a delivery meeting. It’s where small wins start adding up to a strategy.

Do the Math

A senior UX team in your back pocket — for less than the cost of one afternoon of outside consulting.

Here’s what you’d pay for the same expertise through traditional channels:

Option Typical cost What you get
Senior UX hire (salary + benefits) $90K–$140K/year One person, one perspective, full overhead
UX agency audit (one engagement) $15K–$30K A 60-page deck. No ongoing access.
UX consultant (hourly, ongoing) $200–$350/hr Time you ration. Decisions you delay because the meter’s running.
Experience Helpdesk (annual charter rate) $2,970/year Async expert access, monthly 1-on-1, full resource library, no time pressure.

You get ongoing expert access, 30+ guided resources with video training and worksheets, and a monthly 1-on-1 session. For less than what most consultants charge for a single afternoon.

Everything Included

A complete toolkit. Not a course. Not a coach. Both, plus a team.

Core curriculum

  • 30+ guided resources across 9 categories — video, text, and worksheets
  • Conversion Self-Assessment — score your site against principles Baymard Institute documented across 150,000+ hours of usability testing
  • Journey Mapping Sprint Canvas — a 90-minute team workshop you can run yourself
  • Voice-of-Customer Interview Guide — scripts plus a Jobs-to-Be-Done synthesis worksheet

Implementation tools

  • Form Audit Worksheet — same checklist we use on client engagements
  • Onboarding Flow Map — a template for documenting your post-signup experience
  • Trust Signal Inventory — a scorecard for what’s missing on the pages where conversions die
  • WCAG Accessibility Audit, priority-ranked — one in four U.S. adults lives with a disability
  • Platform-specific guidance — WordPress, Squarespace, Shopify, custom builds

Live support

  • One 30-minute 1-on-1 per calendar month with Joe or a senior team member
  • Async expert access via ClarityFlow — text, voice, or video
  • One-business-day response window

Charter member bonuses

  • Charter rate locked in for as long as you’re a member
  • Direct access to Joe for membership feedback
  • Your input shapes what gets added next
  • Implementation check-ins when you ship a change

Where This Fits

A ladder, not a tradeoff.

The helpdesk isn’t the only way we work with clients. It’s the bottom rung. Many members start here for ongoing decisions, then layer in project work or strategic leadership when the stakes call for it.

Start here

Experience Helpdesk

$495/month. Async access to a senior team, monthly 1-on-1, full resource library. For the ongoing decisions you make every week.

Best when: you have an existing experience and need senior eyes on it.

+ Add Project Work

Roadmap / Audit / Build

Fixed-scope delivery for big moves. When you need research, design, or development — not just guidance. Helpdesk membership often bundled as ongoing aftercare support after launch.

+ Add Strategic Leadership

Experience Strategy Leadership

Embedded strategic partnership. For organizations that need consistent, customized engagement beyond monthly sessions. Layers on top of your Helpdesk membership.

Charter Pricing

Pick the plan. Lock the rate. Start today.

Pay Monthly

$495/mo

Less than a single hour of outside consulting. Charter rate locks in.

Every charter membership includes:

  • Asynchronous expert access — text, voice, or video messages via ClarityFlow
  • One-business-day response window — timeboxed each weekday morning
  • 30+ guided resources across 9 categories — video, text, and downloadable worksheets
  • One 30-minute 1-on-1 per calendar month with Joe or a senior team member
  • Platform-specific guidance — WordPress, Squarespace, Shopify, and custom builds
  • Charter rate locked in for as long as you remain a member

Charter window: First 20 members or June 30, 2026 — whichever comes first.

Common Questions

The questions you’d ask if we were having coffee.

How does this work day-to-day?

You log in to a member portal hosted on ClarityFlow. From there you can browse the resource library, send questions to our team via text, voice, or video, and book your monthly 1-on-1. Most members check in 2–3 times a week. Some check in daily during a sprint. There’s no required cadence.

When can I start?

Immediately. The membership starts the day you sign up. The resource library is available within an hour, and you can send your first question that same day.

How quickly do you respond?

Within one business day. Our team timeboxes responses at the start of each weekday, so most questions you send during the day land in your inbox the following morning. We always confirm receipt and tell you when to expect the full response.

How is this different from hiring a UX consultant?

A UX consultant typically delivers a project — an audit, a redesign, a research study. This is ongoing access. Instead of a 30-page deliverable you read once, you get specific guidance on the actual decision you’re making this week.

How is this different from a course or coaching program?

Courses teach principles. Coaching helps you think. Both have value. But neither will tell you “the trust signal placement on your specific donation page is wrong, here are three platform-specific fixes for your CMS.” That’s what this does.

What if I’m in the middle of a redesign already?

That might be the best time to join. We can review the work in flight, flag the decisions that don’t have evidence behind them yet, and help you avoid the most expensive mistakes before they ship.

Can my team use it too?

Each membership is tied directly to one team member. If you’d like additional people from the same company to have their own access, you can add team member seats at a discounted rate of $99/month by contacting our support team after your first team member enrolls.

What’s the refund and cancellation policy?

We ask charter members to commit to at least six months so we can deliver measurable results over time. However, if you feel the program just isn’t the right fit, cancel at any time and you’ll continue accessing your member portal and all of our responses through the end of your current billing period.

Is there a payment plan?

The annual rate ($2,970) is paid up front. The monthly rate ($495) is the payment plan. There’s no separate financing.

How do I know if I’m ready?

If you can describe one specific experience problem in your business that’s been bothering you for more than a month — and you’d rather solve it than ignore it for another month — you’re ready.

The Decision Point

You have two paths from here.

Keep guessing about which page is the real problem. Keep hoping the next strategy article will be the one that finally moves the dashboard. Or put a senior UX and CX team in your back pocket for less than the cost of one afternoon of outside consulting.

If you’re ready to do something about it, this is where it starts.

Charter pricing for the first 20 members or until June 30, 2026 — whichever comes first.

Project clients: Experience Helpdesk is often bundled with project proposals as ongoing aftercare support. Ask about combining your membership with a roadmap or build engagement.