For consultants. For company teams.
For consultants
Start discovery with better questions.
Get an initial view of your client's business and customer journey. Bring the findings into discovery, test them with your client, and focus your expertise where it matters.
For company teams
Make the next customer improvement easier to choose.
Get a clearer view of where customers may struggle and what to tackle first. A practical starting point, even without a dedicated customer experience specialist.
No customers yet? Map the journey you're planning, and treat the findings as questions to test.
Bring the context. Discover the moments. Choose how to act.
01Bring your business context
Tell CX Mate about the business, its customers and what you're seeing.
Your answers to a few questions
02Discover the moments that matter
AI-powered analysis connects your input with company research and CX expertise to surface meaningful moments and explain why they matter.
Ready in minutes
03Choose how to act
Explore recommendations, add your judgment and decide what to change, and how to assess its impact.
Your time goes here
Typical discovery
With CX Mate
- Your context your answers to a few questions
- Minutes brief, journey, playbook
- The rest is time back for judgment and the client conversation
Arrive with a clearer starting picture and better questions for your first conversation.Illustrative, not to scale
A business brief. A customer journey. A plan to act on.
One example, three layers · Illustrative
The brief
Get grounded in the business and its customers.
A focused view of the business, its customers and the findings worth exploring.
Brief · A finding
Satisfaction scores are collected in calls with account managers, and some accounts churn despite positive scores. How feedback is asked for is worth examining.
You told us
"Account managers collect satisfaction scores in their regular calls. Some accounts still churn despite positive scores."
From the company website
Your site and case studies present a named account manager as the main point of contact.
CX Mate's read
Rating the experience directly to the account manager can make criticism harder to give. A positive answer may reflect the conversation, not the full experience.
Illustrative example→ to the journey
- Evaluation
- Buyer vs. user
- Onboarding
- Adoption
- Feedback request
- Renewal
- Adoption
- Feedback request
- Renewal
Meaningful moment · The feedback request
The customer's view
"They asked how it's going. I don't want to make this awkward."
Basis
Scores are gathered in conversation by the account manager, the person the customer would be criticising.
Possible meaning
False confidence can leave dissatisfaction unaddressed until renewal is already at risk.
← from the briefIllustrative example→ to the playbook
The customer journey
See which moments deserve your attention, and why.
Explore what customers need at key moments, what may be getting in their way, and the potential business implications.
The playbook
Turn meaningful moments into focused action.
Explore recommendations tailored to the moment, the customer and your business context. Decide what to take forward.
Recommendation · Addresses: The feedback request
Change how feedback is asked for before acting on the scores.
Give customers a private way to respond, ask about specific experiences, and explore differences between what they say and what they do.
Owner
Customer Success lead
Signal to watch
Gap between private responses and in-call scores
Prompt
Feedback question set included
Owner and signal: suggested, for illustration.
← from the journeyIllustrative example
A prompt library in every playbook
Your numbers go in. A revenue impact estimate comes out.
Every step in your playbook comes with a prompt that has already done the homework on your company. Paste it into Claude or ChatGPT and skip explaining your business to a chatbot for the fourth time this week.
- 8 prompts per playbook
- Your figures, not ours
- Works in the AI you already use
Example inputs, yours to replace
- Accounts up for renewal
- 40
- Average ARR per account
- $48K
- Churn rate before
- 14%
- Churn rate now
- 9%
| Metric | Baseline | Current | Delta | Revenue per year | Confidence |
|---|---|---|---|---|---|
| Churn rate | 14% | 9% | 5 pts lower | $96K | based on your inputs |
| Time saved | [your number] | [your number] | [your number] | [your number] | [your number] |
| Cost avoided | [your number] | [your number] | [your number] | [your number] | [your number] |
Rows 1 to 3 of 6. $96K a year = 5 points of $1.92M ARR (40 × $48K), if the lower churn rate holds for 12 months. It is the revenue tied to the change, not proof of what caused it. Check the assumptions before using this estimate.
Then a three-sentence script for the renewal call, with blanks where your numbers go.
Revenue impact estimate for the renewal conversation
You get: Six rows, before and after, every figure left for you to fill. Shown on the left.
Objection battle card for the deals that stall
You get: The objection in your buyer's words, the worry behind it, and a five-line answer.
Day-30 feedback decision framework
You get: What each answer means, what goes out automatically, and when a person steps in.
- Examples of prompt types. Your eight are picked from your own playbook.
What beta testers said
Early users who mapped their journey with us.
Built by Anat Weissman, 25 years across sales, customer success, enablement and CX strategy. About CX Mate →
"Just from the first view, before even deep diving, I already saw something meaningful that we do not do."
"At first I said no, this isn't right. Two minutes later I realized we're so stuck believing what we want to believe, we're missing things."
"Even if this tool did nothing else and just gave me a QBR, it already earned the investment."
Start with a preview. Go deeper with the full analysis.
Free preview
Discover three moments worth a closer look.
Company brief, three meaningful moments and a journey overview.
Three moments open on the journey overview
Free · one company preview per account
Full analysis
Explore the journey. Decide where to act.
Full journey analysis, priorities, tailored playbook with prompts, export and sharing.
Every moment analysed · priorities · playbook and prompts
$349one company
3 analysis runs per company · one-time
Questions
What is free?
A company brief, three meaningful moments and a journey overview. One company preview per account.
Why not just use a general-purpose AI tool?
You can use a general-purpose AI tool to explore customer experience questions. CX Mate brings those questions into a structured CX workflow, connecting the business context you give it and the company's website to a journey analysis and tailored playbook. It helps you examine which moments deserve attention, why they matter and what you could do next.
Can I use CX Mate without a consultant?
Yes. Teams can use CX Mate directly, and consultants can use it in client engagements. In both cases, people bring the context, assess the findings and decide how to act.
Do I need the company's data?
No. It works from what you type in and the company's website, if you give it. No integrations.
See where to focus next.
Start with a company brief, three meaningful moments and a clearer view of where to focus.