Create proactive, repeatable processes and playbooks to drive CX

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About this service

Summary

I create proactive, repeatable processes and playbooks that ensure consistently strong customer experiences. By developing comprehensive strategies, optimizing workflows, and providing detailed playbooks for various customer interactions, I help organizations deliver seamless and exceptional customer service. What makes my approach unique is the focus on proactive engagement and continuous improvement, supported by tailored training and advanced technology integration.

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

Customer Success Manager
Customer Support Representative
Community Manager
Freshdesk
Gorgias
HubSpot
Intercom
Zendesk

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