You Can’t Fix Churn Blindfolded
Discover What’s Really Causing Your CX Leaks — in One Strategic, No-Fluff Call
Get a clear diagnosis of your retention breakdowns and a roadmap to fix them —
using our proprietary LucidiCX framework.
Only a few calls available each month — secure your spot while it’s open.
If You're Guessing at Why Customers Leave — That Ends Here.
Let’s be honest. You didn’t build your product just to watch customers quietly cancel after onboarding.
You’ve got a lean team, a strong product, and momentum. But retention? That’s been more reaction than strategy.
The CX Health Scan helps founders like you finally stop guessing and start optimizing — in under 60 minutes.
This isn’t another CX theory session. It’s a tactical diagnosis that cuts through the noise and shows you what’s working, what’s breaking, and what to fix next.
Whether churn’s creeping up or you’re preparing to raise — this is your moment to make CX work for you.
A Diagnostic Call That Puts CX Blind Spots in the Crosshairs
The CX Health Scan is a one-time strategic call with Jim Russo — 25-year SaaS and CX operator — designed to uncover where your customer experience is leaking revenue.
You’ll walk away with:
A private 60-minute audit call with Jim Russo (recorded)
Pre-call intake to surface churn triggers, feedback gaps, and missed growth ops
A LucidiCX Score Report that benchmarks your CX maturity
A personalized CX Roadmap that prioritizes action based on impact
A $500 credit toward future services if you choose to go deeper
Why it works: This isn’t fluff or a funnel into endless coaching. It’s insight, strategy, and action — in one power hour.
What Could You Fix If You Finally Knew Where CX Was Breaking?
Stop running on assumptions. Get a clear, strategic look at your customer experience — and walk away with a roadmap you can act on immediately.
your CX Clarity in Just 3 Steps
Step 1: Scan
Submit a short intake form and hop on a private strategy call with Jim Russo to assess your current CX maturity.
Step 2: Score
Receive your LucidiCX Score Report — a simple but predictive model built from CSAT, CES, and NPS insights.
Step 3: Shift
Walk away with a personalized CX roadmap + $500 credit if you choose to work with us again.
everything you need to Elevate Your Coaching Game, all in one place
The all-in-one strategy, methods, education, and add-ons available to grow yourself and your clients, separating you from the competition.
Strategic Decision Making
Make strategic decisions that align with the company's objectives and goals. This includes understanding market trends, making financial forecasts, and planning for the future.
Leadership soft & hard Skillsets
Leading a team or even an entire organization. An experienced 'coaches coach' can provide valuable insights on how to inspire and motivate employees, manage conflicts, and create a positive work environment.
Handling Pressure & Crisis Management
An executive role often comes with high levels of stress and unexpected crises. Learning how to stay calm under pressure, make quick yet effective decisions, and manage crises are crucial skills a CEO would want to learn from their mentor.
Your Executive consultant starts here.
Strategic Decision Making
Make strategic decisions that align with the company's objectives and goals.
This includes understanding market trends, making financial forecasts, and planning for the future.
Leadership Skills
Leading a team or even an entire organization. A mentor can provide valuable insights on how to inspire and motivate employees, manage conflicts, and create a positive work environment.
Handling Pressure & Crisis Management
Your role often comes with high levels of stress and unexpected crises. Learning how to stay calm under pressure, make quick yet effective decisions, and manage crises are crucial skills a CEO would want to learn from their mentor.
let's be honest...
I don't want to waste your time
If you're anything like me, I value my time heavily.
I dedicate serious time and care to CEOs, entrepreneurs, and accounting firms to help them scale their business and personal growth.
This is my way of giving back 30+ years of CEO education to our future leaders.
If you're truly interested in scaling your business by unlocking new avenues of revenue, AND taking your personal skills to reach new heights, then LET'S TALK!
meet the man behind your NEW found results, SO YOU CAN LEAD WITH CONFIDENCE
jim russo
My primary focus is to help business leaders at all levels ignite their passion for success, by developing their hard and soft skills to the benefit of their professional, personal and community engagements.
The most often asked question I get is, Why? Why have you been so busy with corporate opportunities since your retirement? Haven’t you had enough? My answer is always twofold: first, when you love what you do, it is not work; it is fun, and I love helping others develop their potential and succeed.
Second, and perhaps more importantly, I have been blessed my entire working career. I have basked in the glory of accomplishments, and I weathered my share of failures.
But even the baseball great Babe Ruth struck out 89 times in the year he hit a record-breaking 60 home runs. Another baseball hall-of-famer, Reggie Jackson, holds the record of the highest number (2,597) of lifetime strikeouts. Neither Ruth nor Jackson is remembered for their miscues. Ruth and Jackson were not afraid of failure. Ruth and Jackson, and others like them, are fondly remembered for their successes. I have battle-tested wisdom that I want to continue to share with others what I have learned to do and what I have learned not to do to be successful.
remember,No one cares how much you know until they know how much you care.
it's time to join the leadership group that cares!
here's what just a few others have said
⭐⭐⭐⭐⭐
"...I think I might've found someone who loves leadership more than me."
Eric Kebschull - Owner & CEO of EK Coaching
⭐⭐⭐⭐⭐
"Jim was a very rare guy who was not only a tough-minded businessman, but he's very ethical toward employees and toward clients."
Charlie Morris - CTO of Princeton Financial Systems
⭐⭐⭐⭐⭐
"Jim has helped me out tremendously..."
Matt Mars - Founder of Mars Motorsports
specializing in the following industries
Technology
Tech companies often have high growth rates and investment needs, so they can benefit from professional cash flow management.
Small Businesses
Many small businesses may not have in-house financial experts, so they often need accounting firms to manage their finances.
Manufacturing
This industry involves a lot of costs and investments, making it crucial to have accurate cash flow reports.
Start-ups
New businesses can benefit from accountants' expertise in financial planning and cash flow management.
Finance
A finance business can leverage insightful financial forecasting and strategic advice, enabling them to scale their operations while maintaining financial stability.
Non-Profit Organizations
A non-profit organization navigate complex financial regulations, aiding in effective cash flow management and scaling their operations.
Woodworking / Cabinetry
Woodworking companies deal with large projects with long timelines, so proper cash flow management can help ensure project profitability.
Real Estate
Property investments often involve large sums of money, so accurate cash flow reports are crucial.
Healthcare
A healthcare business can benefit from proper cashflow advising as it aids in managing future growth, thereby facilitating the scaling of their operations effectively.
Hospitality
Hotels, restaurants, and other hospitality businesses often have variable income and expenses, making cash flow management important.
Construction
Construction companies deal with large projects with long timelines, so proper cash flow management can help ensure project profitability.
Education
Educational institutions, especially private ones, need to manage their finances carefully to ensure sustainability.
Meet jim russo:
the man behind the results
The most often asked question I get is, Why? Why have you been so busy with corporate opportunities since your retirement? Haven’t you had enough?
My answer is always twofold: first, when you love what you do, it is not work; it is fun, and I love helping others develop their potential and succeed.
Second, and perhaps more importantly, I have been blessed my entire working career. I have basked in the glory of accomplishments, and I weathered my share of failures.
But even the baseball great Babe Ruth struck out 89 times in the year he hit a record-breaking 60 home runs. Another baseball hall-of-famer, Reggie Jackson, holds the record of the highest number (2,597) of lifetime strikeouts. Neither Ruth nor Jackson is remembered for their miscues. Ruth and Jackson were not afraid of failure. Ruth and Jackson, and others like them, are fondly remembered for their successes. I have battle-tested wisdom that I want to continue to share with others what I have learned to do and what I have learned not to do to be successful.
My primary focus is to help business leaders at all levels ignite their passion for success, by developing their hard and soft skills to the benefit of their professional, personal and community engagements.
simplified pricing, so everyone wins
Select which monthly subscription (or pay for a full year) works best for you.
Upgrade anytime, Cancel anytime, Win EVERY TIME.
no obligation. no bS.
let's talk about you.
Without any obligation whatsoever, please arrange for 30 minute consult with me personally to discover how the Boardroom Academy may help you with your business plans.
I look forward to hearing from you soon.
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