Create proactive, repeatable processes and playbooks to drive CX
Tessa Dixon
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About this service
Summary
What's included
Customer Experience (CX) Strategy Development
- Develop a comprehensive CX strategy aligned with business goals. - Define clear objectives, KPIs, and metrics for measuring CX success.
Process Mapping and Optimization
- Analyze existing customer-related processes and identify areas for improvement. - Create optimized, standardized processes to enhance efficiency and customer satisfaction.
Playbook Creation
- Develop detailed playbooks for various customer interactions and scenarios. - Ensure playbooks are easy to follow, scalable, and customizable for different teams. Examples include - customer onboarding; customer support; customer success, crisis management, up-selling/cross-selling, renewals, churn playbooks and more.
Proactive Customer Communication Plans
- Design communication plans for proactive customer engagement. - Include templates and guidelines for regular updates, notifications, and check-ins.
Customer Feedback Loop Implementation
- Establish systems to collect, analyze, and act on customer feedback. - Integrate feedback into continuous improvement processes.
Training and Onboarding Programs
- Create training materials and onboarding programs for employees on new CX processes and playbooks. - Conduct workshops and training sessions to ensure smooth adoption.
Technology Integration and Automation
- Identify and implement tools and technologies to support CX processes and playbooks. - Automate repetitive tasks to improve efficiency and consistency.
CX Performance Monitoring and Reporting
- Develop dashboards and reports to monitor CX performance in real-time. - Provide regular updates and insights to stakeholders.
Skills and tools
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