Your CX Playbook — built, tested, shipped. Build CX before you have a CX budget. Onboarding that converts. Support that scales. AI automation that amplifies it all. We turn your customer experience from reactive chaos into a repeatable, intelligent system that grows with you.
Small businesses that invest in customer experience strategy see measurable improvements in retention, referrals, and revenue — often within the first quarter.
Without a customer success framework, you're losing customers you don't even know are unhappy. We build the systems to catch them before they leave.
A structured Voice of Customer (VoC) program turns feedback into action — reducing friction, boosting CSAT, and creating brand advocates.
The right AI automation doesn't replace great customer experience — it amplifies it. We help you identify where AI can eliminate friction, speed up resolution, and personalize at scale, without losing the human touch that builds loyalty.
"Companies that lead in customer experience outperform laggards by nearly 80%. CX isn't a department — it's your entire business model."
Whether you're just starting to think about CX or you need to fix a broken support operation, we meet you where you are — and build a roadmap to where you want to be.
A holistic audit and strategic roadmap for your entire customer experience — from first touchpoint to post-purchase. We identify gaps, prioritize quick wins, and design a long-term CX vision aligned with your business goals.
Visualize every step of your customer's lifecycle — from awareness to advocacy. We uncover friction points, moments of delight, and missed opportunities to improve touchpoints that directly impact satisfaction and conversion.
Build the foundation of a scalable CS function from scratch. Includes onboarding design, health score frameworks, proactive outreach playbooks, and the tooling recommendations to make it all run smoothly.
Turn reactive support into a consistent, scalable operation. We document your workflows, write Standard Operating Procedures, build escalation paths, and create templates and macros your team can use immediately.
Design and implement feedback loops that give you actionable data. We build NPS, CSAT, and CES survey strategies, set up reporting dashboards, and create closed-loop processes so every piece of feedback drives improvement.
Equip your support and success team with the skills to deliver exceptional experiences every day. Covers communication frameworks, de-escalation, empathy-driven support, and customer-centric thinking for every role.
Harness AI to scale your customer experience without scaling your headcount. We identify automation opportunities across your customer journey, design intelligent workflows, and implement AI-powered solutions — from smart chatbots and auto-routing to predictive churn alerts and AI-assisted support — all tailored to your existing tools and team.
Why AI + CX?
AI doesn't replace great CX — it amplifies it. Let us help you automate the routine so your team can focus on the moments that matter most.
You don't need a 10-person CX team. You need the right strategy, the right processes, and someone who's been there before.
Build CX right from the start so you're not fixing broken systems later.
Turn one-time buyers into repeat customers with post-purchase experience design.
Reduce churn, boost expansion revenue, and build a proper CS motion.
Systematize your customer journey so great service isn't dependent on any one person.
We keep it simple, collaborative, and focused on results you can actually measure.
We audit your current CX landscape, understand your goals, pain points, and customers — and identify the highest-impact opportunities.
You receive a clear, prioritized CX roadmap with specific recommendations, timelines, and success metrics tailored to your business.
We build the frameworks, SOPs, playbooks, and programs together — hands-on support every step of the way.
We track your CX KPIs, gather Voice of Customer data, and continuously iterate so your experience keeps improving.
No bloated retainers. No cookie-cutter solutions. Just the right level of support for where you are right now.
All packages are custom-scoped to your business. Hourly consulting also available. Book a free discovery call →
Your CX playbook won't write itself — but we'll build it with you. Onboarding that converts, support that scales, and a CX strategy that actually fits your budget and your stage.
Or reach us at [email protected] · cxplaybooklab.com