The Challenge

CMA Enterprise Inc., led by executive coach Gail Birks, was delivering transformational results for leaders—but behind the scenes, the brand lacked the content consistency, experience flow, and digital polish to reflect the value of the services being offered.

Gail had the knowledge, the tools, and a long track record of helping executives lead with clarity—but she needed help translating that into a streamlined, client-facing experience that supported growth and long-term scalability.

There were a few key hurdles:

  • Inconsistent messaging across platforms and services
  • Materials were valuable, but not packaged in a scalable or standardized way
  • The client experience felt more reactive than intentional in some areas (onboarding, follow-ups, and reporting)
  • Referral momentum was strong, but digital presence and positioning weren’t optimized for visibility or trust at first glance

The Process

WestonCX partnered with Gail and her team to elevate her coaching offer and deliver a consistent, branded experience that matched the high-caliber leadership transformation she provides.

1. Messaging & Brand Voice Overhaul
We started by clarifying how CMA talked about its services. WestonCX helped reposition Gail’s offer away from “governance training” or “process improvement” to executive coaching with strategic impact.

We tightened service descriptions, clarified outcomes, and refined messaging across the website, proposals, and one-pagers to speak directly to executive-level decision-makers.

2. Content Framework & Toolkits
CMA had dozens of tools and frameworks developed over years of coaching. WestonCX helped organize them into a branded Executive Playbook that clients could reference throughout their journey.

We also developed standardized progress templates, session structures, and follow-up processes to improve the coaching experience from start to finish.

3. CX-Focused Service Flow
We audited the client experience from first contact to long-term engagement and identified several moments to improve flow and connection:

  • Pre-engagement onboarding with clear next steps and expectations
  • Branded touchpoints (e.g., check-ins, feedback forms, reporting decks)
  • Post-engagement follow-up system to collect testimonials and drive referrals

4. Website & Thought Leadership Alignment
Gail’s insights are powerful—WestonCX worked to build a structure for sharing her expertise more visibly, helping outline thought leadership content pillars and prepare for future blog and video content, starting with updated bios, service descriptions, and strategic page copy.

Deliver Consistently Great Service

From phone calls to follow-ups, we help ensure your business shows up with the same care, every time.

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Turn Attention into Action

Good marketing gets you seen. Great CX gets you chosen. We bring both together to boost results that last.

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Conclusion

Through our partnership, CMA Enterprise now has a clearer message, a more consistent coaching process, and a client experience designed to scale.

Executive leaders aren’t just receiving advice—they’re engaging in a premium, structured journey that reflects the depth of Gail’s expertise.

WestonCX helped translate that experience online and across touchpoints, enabling Gail to:

  • Attract more aligned clients
  • Streamline delivery without losing the human touch
  • Build a brand that grows with her, not apart from her

“WestonCX helped me turn years of expertise into a system that feels aligned, polished, and true to who I am as a professional and executive coach. Now my clients experience the same clarity I aim to give them — from the first interaction to the final session.”

Gail Birks

EMBA, LMBB, CSMA, Founder & President, CMA Enterprise Incorporated

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