Services
$300 / month
Start free, decide later
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1
Free 7-day trial
No charge until day 7. Cancel anytime. -
2
Ongoing calls + chat
2 × 45-min calls per month, unlimited Q&A. Replies in 2 days. -
3
No lock-in
Month to month, no contract.
About
I'd be a good fit if you're:
- Leaving corporate (or newly independent) in CX, operations, or proposition in financial services or fintech, and you want a practical playbook for positioning, rates, pipeline, and remote working, not a hustle template.
- Building an independent practice and you need honest commercial coaching: what to sell, what to charge, how to find first clients, and how to keep boundaries.
- In-house in FS or fintech CX/ops/proposition and you need a sparring partner on where AI belongs on regulated journeys (what to automate, what must stay human, Consumer Duty / vulnerability judgment), not ChatGPT or prompt tutoring.
- Stepping into or already in customer leadership in regulated FS and you want warm, practical sessions from someone who has built teams and then left to sell the work.
I'm a Customer Experience, Strategy and Operations leader, former Head of Customer Sustainability at Standard Life, and founder of Nadi, a women's health tool I built with AI.
I mentor CX, ops, and proposition professionals in financial services and fintech who are leaving corporate or newly independent and want an honest playbook for building the work: positioning, rates, pipeline, remote practice, and keeping customers human as AI shows up on journeys.
My own path was Manager to Head of before 30 inside a FTSE 100, then independent and fully remote. I still work with purpose-led financial services and women's health companies on journeys, ops, and proposition, so mentoring stays grounded in real commercial practice, not theory.
My style is warm, honest, and practical. We'll use what only you can say and turn it into next steps you will actually run.
What happens when you start
You tell Megan your goals. They see exactly what you want to work on before session one.
You meet within days. Megan reviews your application and books your first session, usually within a day or two.
You leave with a plan. Concrete next steps and a weekly rhythm from your very first week.
