Horizon Scanning Workbook

Track emerging trends shaping CX.

Optimize Your CX Strategy

This blueprint provides a step-by-step system for designing a measurable, scalable, and buyer-driven CX strategy. It integrates personas, journeys, predictive insights, and...
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ICP Workbook

Create a personalized approach to defining your ideal customer profile (ICP), uncover valuable insights to develop a targeted account list (TAL), and measure your marketing...

CX Strategy Executive Presentation

Build the case for CX transformation.

CX Journey Interview Guide

Validate journeys with customer input.

Optimize Your CX Strategy – Phases 1-4

Give leaders a unified foundation of data, technology, and behavioral insight.

Klaviyo Is the CRM for the Retail Store of the Future

Klaviyo is positioning itself as the go-to CRM for B2C retailers, helping brands deliver a seamless customer experience from start to finish. Its technology bridges...

CX Strategy Prompt Workbook

Capture and refine buyer journey insights.

CX Journey Orchestration Workbook

Map adaptive customer journeys.

The Cheapest Hedge Against Nonprofit Funding Instability

In 2025, every nonprofit leader is grappling with one question: What keeps the mission moving when funding freezes? In a time of volatility, treating marketing as...
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