Fractional Head of CX for DTC + CPG

Run the desk.Fix what's causing the tickets.

We lead your CX team and run the operation—then turn customer conversations into clear fixes for Product, Marketing, and Ops.

$5,500/mo · $4,000 one-time launch

Example · weekly decision brief

High · Decision due today

Refund contacts up 34%

Signal
Leaking cap · SKU 08
Next move
Check affected batch.
Update PDP + agent macro.
Owner
Product + Ops
View evidence

Live client work · She's Birdie

~25,000 tickets read.

2,401 genuine product and subscription complaints isolated.

Customer conversations were organized into a practical operating record: what customers mentioned, which products appeared, and where leadership needed a closer look.

Voice-of-Customer report Product-defect report

The operating gap

Your team closes the ticket. The cause stays open.

The same complaint arrives forty times and nobody totals it. A refund ends the conversation, but not the cost. Marshal keeps the issue open until the business owns the fix.

01

Run the desk

Helpdesk operations, policies, routing, escalations, QA, coaching, staffing, and capacity planning.

02

Read the signal

Ticket drivers, contact rate, cost, defects, returns, recurring friction, and revenue opportunities.

03

Close the loop

Weekly decisions for Product, Marketing, Website, Operations, and Fulfillment—with an owner and a next check.

How it works

One operating rhythm. Four moves.

  1. 01

    Baseline

    Connect the helpdesk and commerce data. Measure volume, contact rate, cost, coverage, quality, and recurring reasons.

  2. 02

    Decide

    Get a short weekly brief: what changed, why it matters, and the highest-leverage moves.

  3. 03

    Execute

    Marshal coordinates the team, knowledge, workflows, staffing, and cross-functional follow-through.

  4. 04

    Learn

    Measure the result. Successful fixes become standard practice; misses become corrections.

AI handles analysis and preparation. Humans own customer communication, policy, money, risk, and trust.

The operating team

Senior judgment. Dependable follow-through.

Founder + Fractional Head of CX
Matt Lady, founder and Fractional Head of CX at Marshal

MattLady

Matt has spent more than 10 years growing DTC brands and running agencies. He spots where support problems cost money, chooses what to fix, and owns the result.

Director of Operations
Bianca Carranza, Director of Operations at Marshal

BiancaCarranza

Bianca has worked inside She's Birdie and busy healthcare teams. She turns decisions into clear owners, training, and follow-through so work does not get lost.

Common questions

Clear before the call.

Is Marshal a support outsourcing company?

No. Marshal is the senior operating layer around the desk: leadership, process, quality, intelligence, and follow-through. Human coverage can be added when it is actually needed.

Will AI answer our customers?

Not by default. AI helps analyze, monitor, organize, and draft. People keep control of customer communication, policy, money, risk, and trust.

Do we have to replace our helpdesk?

No. We start with the systems and team you already have, then fix the operating gaps around them.

Who is this for?

Growing DTC, ecommerce, and CPG brands with real support complexity and no senior operator owning CX across the business.

Start with the operating truth

Bring your ticket count.

Thirty minutes. We'll tell you what CX should cost, where avoidable contacts may be coming from, and what we would inspect first. If Marshal is not the right fit yet, we'll say so.

Book a CX diagnosis