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Tools

CX Strategy Prompt Workbook

Capture and refine buyer journey insights.

Horizon Scanning Workbook

Track emerging trends shaping CX.

CX Journey Interview Guide

Validate journeys with customer input.

Modernize Your Loyalty Program Workbook

Use this workbook to evaluate and prioritize loyalty opportunities and create a clear, phased roadmap that drives cross-functional alignment.

Healthcare EHR Evaluation and Scoring Tool

A tool for scoring potential solutions when considering a new EHR system.

PSO-Specific Data Value Mapping Tool

Give a one-sentence description of what the deliverable will help them do.

NERC CIP Security Compliance Management Tool

Use this tool to consolidate compliance environments, obligations, and controls into one location for efficient implementation and progress tracking.

Data Center Strategy Workbook

A practical, structured, Excel-based assessment tool to evaluate readiness, prioritize workload decisions, and track execution metrics.

Security Steering Committee Charter for Government

Use this tool to formalize the purpose, scope, and authority of the security steering committee.

Requirements Workbook for AI CX Tools

A structured, editable tool to help you clearly communicate your organization’s needs to AI CX vendors.
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