CX Mate
§ Deliverables

Four things you get. The call
stays yours.

A brief, a customer journey, a playbook and a prompt library, built from what you tell us and what we find on the company. Your AI customer experience advisor does the homework. You decide what to act on.

4 deliverablesYour data, your numbersUp to 3 runs per company
01 / 04Strategy document

Customer Experience Brief

Get to know the business, fast.

The business, its customers and the findings worth a closer look, each one showing what it is built on.

What you told us, next to what we found
The finding that matters most, up front
Money at stake only when you give us your numbers
A summary you can forward
Executive brief · Demo Company
The state of your customer experience.
Stage
Scaling
From your answers
Money at stake
Your figure
Only when you share revenue
●Context gets lost between sales and onboarding
●Some accounts go quiet after onboarding
●Feedback is collected by the account manager

Illustrative 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
Revenue impact estimate · Demo Company renewalIllustrative example

Example inputs, yours to replace

Accounts up for renewal
40
Average ARR per account
$48K
Churn rate before
14%
Churn rate now
9%
MetricBaselineCurrentDeltaRevenue per yearConfidence
Churn rate14%9%5 pts lower$96Kbased 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.

From the prompt library in your playbook

  • Revenue impact estimate

    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.

  • Battle card

    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.

  • Decision framework

    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.

See what your customer experience
actually looks like.

Your own company or a client's. One conversation, no integrations.

Start a free preview →
Free preview: a company brief, 3 meaningful moments and a journey overview. No credit card.