A 60-minute working session for debt relief, credit counseling, collections, and financial wellness teams designing or running a pilot.
Pilots look good on paper. They sound credible in a room. And then something happens in the actual execution that nobody anticipated.
The riddle is rarely in the deck. It shows up in the call.
The Pilot Design Consult is a working session — not a training, not a strategy deck, not a compliance review. We go through where the design is unfinished: where the target population isn't emotionally understood, where the workflow captures activity but not resistance, where the talk track answers the stated objection but not the fear underneath it.
This session is focused on pilot design, workflow strategy, and operational clarity. It does not constitute legal advice or compliance certification. Outcomes depend on the specific context of your pilot and team.
Prefer to discuss scope first? Email info@katalystconsulting.io with a short summary of the pilot.
Debt counseling and financial wellness pilots often start with the right intent: help people avoid financial harm, improve repayment behavior, reduce avoidance, or connect consumers to better options.
But the pilot breaks down when the operating model is unclear.
Common failures:
Katalyst closes that gap.
Each engagement is scoped to the specific stage and need of your program — from pre-launch architecture to mid-pilot evaluation to advisory support during rollout.
Define the pilot's audience, intervention model, eligibility criteria, scope, timeline, and operational assumptions before a single counselor takes a call.
Identify the emotional and practical barriers that make people avoid debt counseling, repayment programs, or financial wellness resources. Examples: shame, distrust, fear of judgment, affordability anxiety, "I already tried that," "I don't want to talk to anyone," "This sounds like a scam," "I can't make another payment."
Build the frontline operating rhythm: call flow, intake questions, objection handling, escalation paths, follow-up cadence, notes structure, and coaching checkpoints.
Define success before the pilot starts. Potential KPIs: contact rate, engagement rate, appointment set rate, counseling completion, repayment plan enrollment, follow-up response rate, drop-off reason, objection frequency, counselor adherence, consumer satisfaction, completion-to-outcome conversion.
Build a weekly view of what is working, what is breaking, and what the pilot is teaching — not just what was done. Activity without insight is not learning.
Use Katalyst Persuasion OS patterns to classify resistance, generate counselor coaching notes, improve follow-up language, and surface repeatable behavioral insights without overclaiming or replacing human judgment.
This is not a generic consulting service. It is designed for organizations where the consumer's willingness to engage is fragile — and where a vague pilot operating model will cost you that trust before you can measure anything.
Jazz Jones brings a rare blend of debt relief operations, sales and call center leadership, consumer behavior insight, AI-supported workflow design, and executive-level go-to-market strategy.
She has helped build and optimize high-volume revenue and consumer engagement systems, including debt-relief environments responsible for more than $1B in enrolled debt. Her work focuses on what happens when a real person resists, hesitates, avoids, distrusts, or disengages — and how teams can respond with better language, better workflows, better coaching, and better measurement.
View Jazz on LinkedIn →Scope varies by engagement option. Below is the full deliverable set available across all engagement types.
These are the questions leadership can't answer when a pilot is under-designed — and the questions Katalyst helps you resolve before you launch.
All engagements are custom scoped. The three options below represent the most common starting points — the right fit depends on where you are in the pilot lifecycle.
For teams that need the pilot designed before launch. The right starting point when you have a concept but not a working model.
For teams already running a pilot but unsure what the data means. The right starting point when results are ambiguous or results are missing entirely.
For teams that need ongoing support during rollout. Weekly touchpoints that keep the pilot learning while it runs.
All engagements are custom scoped. Pricing varies based on program complexity and engagement length. Book a call to discuss your specific situation.
Please read before engaging
Katalyst supports pilot design, messaging strategy, operational workflows, and evaluation planning. This service does not provide legal, financial, tax, credit repair, or compliance certification advice. Organizations should review all consumer-facing language, data practices, and program requirements with their legal, compliance, and regulatory advisors.
If you are not ready for a full Pilot Design Sprint or advisory engagement, start with a focused 60-minute consult. This session is designed to help your team understand whether the pilot is clear enough to launch, measurable enough to evaluate, and operationally specific enough for frontline teams to execute.
This is not a free discovery call. It is a paid expert working session — a working session where we look at what you actually have and tell you what needs to be tightened.
What we will cover:
Book and pay in one step through Calendly. Questions? Email info@katalystconsulting.io.
Book a 60-minute Pilot Design Consult with Jazz to pressure-test your debt counseling, credit counseling, collections, or financial wellness pilot before you spend more time, budget, or credibility on a vague operating model.
Prefer to discuss scope first? Email Jazz at info@katalystconsulting.io