CX Mate
§ Deliverables

What a CX consultant delivers in 8 weeks.
Ready in minutes.

Six board-ready artifacts, benchmarked to your vertical. Every one is tied to your tools, your customers, and your numbers. Not generic templates.

6 deliverablesYour data, your numbersRe-generate anytime
01 / 06Strategy document

Customer Experience Brief

The document your board wants to see.

Maturity score, revenue-at-risk, and the 5-7 moments that decide whether customers stay or leave.

CX maturity score vs your peer set
Revenue at risk, per stage
Top 5-7 intervention moments
Executive summary ready to forward
Executive brief · Northwind Ops
The state of your customer experience.
Maturity
68 / 100
Above Series-B median
Revenue at risk
$2.4M
Next 12 months
●Sales-to-CS handoff loses 40% of implementation context
●Health score: 34% of accounts unmonitored
●Expansion paths unmapped for Champions segment
Climax moment

Click “Draft in Claude.”
Get a working tool.

Every prompt in your playbook is pre-loaded with your stage, your tools, and your customers. Paste into Claude and it already knows everything. No re-explaining, no generic output.

8 prompts per playbook - battle cards, SOPs, scoring models, ROI calculators, QBR templates, scripts
Works in Claude, ChatGPT, or NotebookLM - we don't lock you in
Re-generate with new data anytime - the context persists as your company evolves
N
North_roi_calculator.jsxArtifact
North AI · Sales enablement

Fleet Value Framework

Anchor on total protected value before introducing price. Update inputs live during discovery.

Discovery inputs
Fleet size25 vessels
Vessel typeContainer
Current incident rate8.0% per vessel/yr
Annual fuel spend / vessel$2.8M
Total annual value protected
$6.8M
for 25-vessel fleet|1.4 incidents prevented/yr
Incident cost avoided
$3.1M
$2.3M avg × 68% prevention
Fuel savings
$3.1M
4.5% efficiency gain
Insurance reduction
$540K
12% premium cut
Your investment
$450K
Return multiple
15.1×
% of value
6.6%

See what your customer experience
actually looks like.

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