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Guides/The Customer Experience Playbook

The Customer Experience Playbook cover

Free guide

The Customer Experience Playbook

A how-to for mapping the journey customers actually have, finding the moments that cost you trust, and leaving with a fix someone owns.

What's inside

  1. 01How to pick one live customer journey and write it as a situation with a person in it, not a company-wide score
  2. 02How to interview customers and frontline staff: ask about the last time, watch them work, and write down the words they used
  3. 03Personas built from research, not from a guess at a whiteboard, with a template you can use
  4. 04How to map a journey from the outside, find the moments that matter, and rank friction on cost versus impact
  5. 05Service blueprints: what the customer sees, and the backstage work that has to happen behind it
  6. 06How to measure the moment, including NPS, CSAT and CES, and why a company-wide score is the wrong tool for a journey fix
  7. 07Quick wins versus systemic fixes, and six ways to prototype a service change so a real person sees it
  8. 08AI in CX, done well and badly, including what Klarna said in 2024 and what its CEO said a year later

A how-to for mapping the journey customers actually have, finding the moments that cost you trust, and leaving with a fix someone owns.

The download is the playbook, including case studies from our rooms. A team that wants to fix a live journey can look at the Customer Experience workshop.

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