Jumpstart Your Role: Customer Contact & CX

A Step-by-Step Guide

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New-to-role customer contact and CX executives are looking to accelerate the time required to add value to their new enterprises. As functional leaders, it is critical for customer contact and CX executives to learn existing processes, methods and challenges at their new organizations before setting a strategy. This also comes in handy for quarterly reviews and strategic planning meetings.

This roadmap provides guidance on identifying the current state of the organization, key external perspectives, and an optimal plan for a future organizational state for these areas:

  • Functional Management
  • Employee Experience
  • Customer Experience
  • Technology & Partnership Decisions