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From Audit to Action - Tailored Programs for Growth

Whether you need a quick health check or ongoing support, we provide solutions that fit your business and your budget. Our services are designed to give you clarity, confidence, and customer loyalty.

Mini & Full Audits

Even the best marketing won’t make up for hidden operational gaps that cause you to lose customers. That’s where our audits come in. Our Mini Audit is a fast, focused way to spot the biggest risks that could be costing you clients and sales. In just five questions, you’ll get a clearer picture of where your customer experience might be falling short — and what to do about it.
Features
5-question mini audit

20-point full audit

Custom reports

Churn and revenue loss insights

Training & Retainers

Your team is your most valuable asset — but only if they’re equipped to convert, serve, and retain. Whether you're onboarding new hires or rebuilding your entire customer experience, we build custom sales and service training that sticks.

From mystery shop audits to team workshops to ongoing coaching, you’ll finally know what’s working, what’s not, and how to fix it.

Features
Custom sales and service training

Team coaching & workshops

Retainer-based consulting (starting at $750/month)

Close and Keep Audit™ integration

Fractional CXO

Need an experienced executive to lead customer experience — without hiring one full-time? I step in as your Fractional CXO to assess, lead, and implement your service and retention strategy.

From hiring frameworks to churn reduction to building your client journey from first click to follow-up — I partner with your team to drive results and revenue.
Features
CX strategy & execution

Client journey mapping

Onboarding + retention systems

Team structure + hiring models

Automation That Converts

Say goodbye to dropped leads, missed follow-ups, and ghosted customers.
CloseHub Pro is our custom-built automation system fully set up and branded for your business.
We don’t just hand you a tool. We build the whole thing for you: nurture campaigns, birthday texts, rebooking reminders, lead follow-ups — all triggered at the right time.
This is your game changer.
Features
closehub pro small
Smart text & email flows

Lead capture forms & landing pages

Client journey automations

Missed call text-back
Find out what it’s costing you NOT to fix it.
Let’s uncover what it’s costing you and build a plan to fix it.
Start My Audit Now
Contact Us
+1 605-657-6656
info@closeandkeepco.com
Sioux Falls, SD
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