CX Playbooks
Fast-Track High-Growth CXM
Stop leaving money on the table with common CX practices.
Get world-class CX practices — without the $25K consulting bill.
Each playbook gives you the templates and success factors to move from
siloed CX to synchronized, growth-multiplying CX — in days, not months.
Applies equally to CX and Employee Experience and Partner Experience.
Limited time available for live remote workshops.
Superior Teamwork Wins the Game
You followed your CX tech provider’s advice. And CX conferences validate your expertise.
Still, budgets get squeezed. CX teams have short duration.
It’s tough to quantify impressive CX financial gains.
It’s a sync problem.
Out-of-sync decisions across your company sabotage your CX progress.
CX success requires players beyond your team.
And it’s costing you more than you realize — in lost revenue and budget battles
— as customers’ expectations steadily rise.
Win More Faster and Bigger
Like a football playbook shows how
teamwork will guide the ball to its goal,
a CX Playbook shows you how
to orchestrate un-siloed,
low-cost, high-growth CX.
Think of it as your game plan:
the playbook your whole team runs on,
so everyone’s moving in the same direction,
toward the same goal.
Here’s your life with CX Playbooks:
Success factors are clear from the start, so you don’t have to learn by mis-steps.
- Shared vision is easier among decision-makers and key participants.
- Cooperation is long-lasting from all the needed players, so you can achieve more.
Your leaders are immediately impressed, so you get approvals even when others can’t.
- Your achievements stand out, so everyone wants to learn from you in conversations, conferences, awards, podcasts, and books.
Your CX Playbooks
CX Playbooks are a library of done-for-you,
step-by-step implementation guides
to align your business to customers’ aims,
without expensive consultants
or endless internal debates.
Explore the CX Playbook library and select the topic of your top growth challenge. (You can book a free discovery call.)
Most CX Playbook topics are Standard $500 or customized Gold $900. Some topics are customized Platinum $1800.
For Gold and Platinum, complete a short self-assessment so we can tailor every section to your specific situation.
Your CX Playbook will be ready within 3-7 days. Use the templates and steps and continue learning in the Forum.
Connect the Dots
Guide managers to sync for efficiency and effectiveness with internal groups who rely upon outcomes of their work.
Motivation
For each organization: who depends upon whom, why, when, so what … for charters, performance criteria, reviews, rewards.
How to set up reward teams who make new value, prevent issues, and solve root causes for internal and external customers.
Guide managers’ communication habits to always link customers’ costs and gains to business costs and gains, and vice versa.
Stop Silos
Bring high visibility to pillars’ dependence upon and benefits from customers, employees, and partners.
Analyze what’s in-sync and out-of-sync with CX/EX/PX in external and internal policies of all kinds, and closet gaps.
4 universal keys to smoothing 5 execution silos and 5 operational silos, plus keys for each of these 10 silos.
Customer intelligence as basis for cost containment analyses and decisions, to avoid value damage, and increase value.
Save Money
How to expand budgets in challenging circumstances by reducing causes of chronic issues bothering customers.
How to avoid shrinkflation, skimpflation, sneakflation, and inflation by focusing managers on causes of price pressure.
Prove Value
Increase Value
Influence business development to focus on trends in intersection of customers’ spend x costs to serve.
Guide all you do by top 2-3 themes for what customers + employees + partners pursue in their life or business.
Show each department company-wide their top 2 ways to stop bad CX/EX/PX and create new value in CX/EX/PX.
Absorb what’s Asked, Adopt responsibility, plan how to Apply root cause action, and Account and Applaud progress.
Prove Value
Quantify money value of enhancements, UX, DX, HCD, CJM, orchestration, etc. and link to business goals + business results.
Quantify money value of FCR, AHT, CES, CSAT, KM, self-service, channels, etc. and link to business goals + business results.
Quantify money value of VoC, NPS, CJM, analyses, personas, etc. and link to business goals + business results.
Identify profit-takers and profit-makers; 6 ways to prioritize efforts for customers; current, future, and strategic profitability.
Get In-Sync
How to relate any role to customer experience wins and losses. Show them why customers pay for their salary.
How to guide non-customer-facing and touchpoint groups in syncing their annual strategy to core-growth customers’ goals.
Your CX Playbooks include:
Positioning — clarity on what this is, and what it isn’t, for leaders’ shared vision.
- Step-by-Step Guide — so you know exactly what to do, in what order, starting day one.
- Pitfalls to Avoid — so you skip the costly mistakes others have already made.
- Scenario Tables — how to adapt to unique circumstances and fast-track different types of players.
Templates — so your team can take action immediately, not after weeks of prep.
Examples — so you can see exactly how this works in companies like yours.
- Discovery Call Option — not sure which CX Playbook is right for you? Book a free pre-purchase call with Lynn to make sure you’re investing in exactly the right topic and level. Prevents a wrong-fit purchase — priceless.
Your Complimentary Bonuses:
- CX Multipliers Forum Friends Access — get peer support for your lessons learned, join interactive skill-building events, and tap into 5-minute guides for ongoing wisdom.
- Discovery Call Option — not sure which CX Playbook is right for you? Book a free pre-purchase call with Lynn to make sure you’re investing in exactly the right topic and level. Prevents a wrong-fit purchase — priceless.
- Discovery Call Option — not sure which CX Playbook is right for you? Book a free pre-purchase call with Lynn to make sure you’re investing in exactly the right topic and level. Prevents a wrong-fit purchase — priceless.
Your Optional Value Boosters:
- Coaching Session — $300 Get on-the-spot answers to your questions any time, up to one hour total.
Train-the-Trainer Session — $600 Get certified to facilitate playbook deployment across your organization — so the impact multiplies beyond you.
For $25,000 consulting projects, on average,
we delivered any one of these competencies
to you before 2020.
Now, you can get the same value
with more than 90% savings —
and no delays, no paperwork,
no ongoing dependency!
When your playbook helps you redirect
$50,000 or more in wasted budget —
that’s 100X ROI on a $500 investment.
“I am so glad I got a front row seat learning and gaining key insights from decade’s of wisdom amassed in influencing customer- centered management at a global scale. Expectations exceeded!!!”
— Liz Mwandila, Head of Customer Experience
Your CX Playbooks author is Lynn Hunsaker. She used these approaches to exceed her CX stretch goals every year while leading company-wide customer alignment strategy. She is an MBA, Certified Customer Experience Professional (CCXP), Certified Quality Manager, Certified Professional Marketer, and Myers-Briggs Certified Practitioner. 100+ giant gains for customers and her company were achieved every year, with millions of hours saved and several hundred million dollars grown sustainably for several years ongoing.
Your CX Playbooks include:
Positioning — clarity on what this is, and what it isn’t, for leaders’ shared vision.
- Step-by-Step Guide — so you know exactly what to do, in what order, starting day one.
- Pitfalls to Avoid — so you skip the costly mistakes others have already made.
- Scenario Tables — how to adapt to unique circumstances and fast-track different types of players.
Templates — so your team can take action immediately, not after weeks of prep.
Examples — so you can see exactly how this works in companies like yours.
Your Complimentary Bonuses:
- CX Multipliers Forum Friends Access — get peer support for your lessons learned, join interactive skill-building events, and tap into 5-minute guides for ongoing wisdom.
- Discovery Call Option — not sure which CX Playbook is right for you? Book a free pre-purchase call with Lynn to make sure you’re investing in exactly the right topic and level. Prevents a wrong-fit purchase — priceless.
Your Optional Value Boosters:
- Coaching Session — $300 Get on-the-spot answers to your questions any time, up to one hour total.
Train-the-Trainer Session — $600 Get certified to facilitate playbook deployment across your organization — so the impact multiplies beyond you.
Your CX Playbooks author is Lynn Hunsaker. She used these approaches to exceed her CX stretch goals every year while leading company-wide customer alignment strategy. She is an MBA, Certified Customer Experience Professional (CCXP), Certified Quality Manager, Certified Professional Marketer, and Myers-Briggs Certified Practitioner. 100+ giant gains for customers and her company were achieved every year, with millions of hours saved and several hundred million dollars grown sustainably for several years ongoing.
“I am so glad I got a front row seat learning and gaining key insights from decade’s of wisdom amassed in influencing customer- centered management at a global scale. Expectations exceeded!!!”
— Liz Mwandila, Head of Customer Experience
For $25,000 consulting projects, on average, we delivered any one of these competencies to you before 2020.
Now, you can get the same value with more than 90% savings — with no delays, no paperwork, no ongoing dependency!
When your playbook helps you redirect $50,000 or more in wasted budget — that’s 100× ROI on a $500 investment.
Frequently Asked Questions
Who is this for?
- Any manager or leader of customer experience, employee experience, or partner experience — in B2B, B2C, nonprofit, or government. If you’re responsible for CX outcomes, but don’t control every function that affects them, these playbooks are built for you.
How is this different from a book or online course?
- Playbooks are implementation tools, not learning tools. You get templates you can use today, scenario tables tailored to your situation, and step-by-step deployment guidance — not just theory.
I don’t have a big team or budget. Can I still use this?
- Absolutely. All CX Playbooks can be deployed by one person or a team. You don’t need extra budget to start seeing impressive results.
Is this only for customer experience professionals?
- No, these CX Playbooks are universally applicable in Customer Experience, Employee Experience, Partner Experience, and Marketing Operations.
- Will I really be able to use my CX Playbook right away?
- Yes. You will receive your Standard, Gold, or Platinum CX Playbook within 3-7 days, and start using it that same day.
What if I choose the wrong topic?
- Book a free discovery call before purchasing — Lynn or her team will help you identify which CX Playbook delivers the fastest, highest-value results for your situation.
- Are these CX Playbooks up-to-date with AI?
- Yes, and these step-by-step guides will make your use of AI less costly, more strategic, and faster to generate money and value in multiple ways.
Still have questions? Book a discovery call or send a message to Success@ ClearAction.com
Ready to switch from typical CX practices to indispensable value practices?
Success factors are clear from the start, so you don’t have to learn by mis-steps.
- Shared vision is easier among decision-makers and key participants.
- Cooperation is long-lasting from all the needed players, so you can achieve more.
Your leaders are immediately impressed, so you get approvals even when others can’t.
- Your achievements stand out, so everyone wants to learn from you in conversations, conferences, awards, podcasts, and books.
⚡ Don’t let another quarter pass without upgrading your strategic impact.
CX Playbooks
Fast-Track High-Growth CXM
Stop leaving money on the table with common CX practices.
Get world-class CX practices — without the $25K consulting bill.
Each playbook gives you the templates and success factors to move from
siloed CX to synchronized, growth-multiplying CX — in days, not months.
Applies equally to CX and Employee Experience and Partner Experience.
Limited time available for live remote workshops.
Superior Teamwork Wins the Game
You followed your CX tech provider’s advice. And CX conferences validate your expertise.
Still, budgets get squeezed. CX teams have short duration.
It’s tough to quantify impressive CX financial gains.
It’s a sync problem.
Out-of-sync decisions across your company sabotage your CX progress.
CX success requires players beyond your team.
And it’s costing you more than you realize — in lost revenue and budget battles
— as customers’ expectations steadily rise.
Win More Faster and Bigger
Like a football playbook shows how teamwork will guide the ball to its goal,
a CX Playbook shows you how to orchestrate un-siloed, low-cost, high-growth CX.
Think of it as your game plan: the playbook your whole team runs on,
so everyone’s moving in the same direction, toward the same goal.
Here’s your life with CX Playbooks:
Success factors are clear from the start, so you don’t have to learn by mis-steps.
- Shared vision is easier among decision-makers and key participants.
- Cooperation is long-lasting from all the needed players, so you can achieve more.
Your leaders are immediately impressed, so you get approvals even when others can’t.
- Your achievements stand out, so everyone wants to learn from you in conversations, conferences, awards, podcasts, and books.
Your CX Playbooks
CX Playbooks are a library of done-for-you, step-by-step implementation guides
to align your business to customers’ aims, without expensive consultants or endless internal debates.
1. Browse and Choose
Explore the CX Playbook library and select the topic of your top growth challenge. (You can book a free discovery call.)
2. Pick Your Customization Level
Most CX Playbook topics are Standard $500 or customized Gold $900. Some topics are customized Platinum $1800.
3. Complete Your Customization Assessment
For Gold and Platinum, complete a short self-assessment so we can tailor every section to your specific situation.
4. Implement and Grow
Your CX Playbook will be ready within 3-7 days. Use the templates and steps and continue learning in the Forum.
Connect the Dots
Guide managers to sync for efficiency and effectiveness with internal groups who rely upon outcomes of their work.
Motivation
For each organization: who depends upon whom, why, when, so what … for charters, performance criteria, reviews, rewards.
How to set up reward teams who make new value, prevent issues, and solve root causes for internal and external customers.
Guide managers’ communication habits to always link customers’ costs and gains to business costs and gains, and vice versa.
Stop Silos
Bring high visibility to pillars’ dependence upon and benefits from customers, employees, and partners.
Analyze what’s in-sync and out-of-sync with CX/EX/PX in external and internal policies of all kinds, and closet gaps.
4 universal keys to smoothing 5 execution silos and 5 operational silos, plus keys for each of these 10 silos.
Customer intelligence as basis for cost containment analyses and decisions, to avoid value damage, and increase value.
Save Money
How to expand budgets in challenging circumstances by reducing causes of chronic issues bothering customers.
How to avoid shrinkflation, skimpflation, sneakflation, and inflation by focusing managers on causes of price pressure.
Increase Value
Influence business development to focus on trends in intersection of customers’ spend x costs to serve.
Guide all you do by top 2-3 themes for what customers + employees + partners pursue in their life or business.
Show each department company-wide their top 2 ways to stop bad CX/EX/PX and create new value in CX/EX/PX.
Absorb what’s Asked, Adopt responsibility, plan how to Apply root cause action, and Account and Applaud progress.
Prove Value
Quantify money value of enhancements, UX, DX, HCD, CJM, orchestration, etc. and link to business goals + business results.
Quantify money value of FCR, AHT, CES, CSAT, KM, self-service, channels, etc. and link to business goals + business results.
Quantify money value of VoC, NPS, CJM, analyses, personas, etc. and link to business goals + business results.
Identify profit-takers and profit-makers; 6 ways to prioritize efforts for customers; current, future, and strategic profitability.
Get In-Sync
How to relate any role to customer experience wins and losses. Show them why customers pay for their salary.
How to guide non-customer-facing and touchpoint groups in syncing their annual strategy to core-growth customers’ goals.
Your CX Playbooks include:
Positioning — clarity on what this is, and what it isn’t, for leaders’ shared vision.
- Step-by-Step Guide — so you know exactly what to do, in what order, starting day one.
- Pitfalls to Avoid — so you skip the costly mistakes others have already made.
- Scenario Tables — how to adapt to unique circumstances and fast-track different types of players.
Templates — so your team can take action immediately, not after weeks of prep.
Examples — so you can see exactly how this works in companies like yours.
Your Complimentary Bonuses:
- CX Multipliers Forum Friends Access — get peer support for your lessons learned, join interactive skill-building events, and tap into 5-minute guides for ongoing wisdom.
- Discovery Call Option — not sure which CX Playbook is right for you? Book a free pre-purchase call with Lynn to make sure you’re investing in exactly the right topic and level. Prevents a wrong-fit purchase — priceless.
Your Optional Value Boosters:
- Coaching Session — $300 Get on-the-spot answers to your questions any time, up to one hour total.
Train-the-Trainer Session — $600 Get certified to facilitate playbook deployment across your organization — so the impact multiplies beyond you.
Your CX Playbooks author is Lynn Hunsaker. She used these approaches to exceed her CX stretch goals every year while leading company-wide customer alignment strategy. She is an MBA, Certified Customer Experience Professional (CCXP), Certified Quality Manager, Certified Professional Marketer, and Myers-Briggs Certified Practitioner. 100+ giant gains for customers and her company were achieved every year, with millions of hours saved and several hundred million dollars grown sustainably for several years ongoing.
“I am so glad I got a front row seat learning and gaining key insights from decade’s of wisdom amassed in influencing customer- centered management at a global scale. Expectations exceeded!!!”
— Liz Mwandila, Head of Customer Experience
For $25,000 consulting projects, on average, we delivered any one of these competencies to you before 2020.
Now, you can get the same value with more than 90% savings — with no delays, no paperwork, no ongoing dependency!
When your playbook helps you redirect $50,000 or more in wasted budget — that’s 100× ROI on a $500 investment.
Your message will be sent by Lynn Hunsaker.
Replay will be available only to Friends, Bronze, Silver, or Gold Members in the CX Value Multipliers Forum.
Your message will be sent by Lynn Hunsaker.
Replay will be available only to Friends, Bronze, Silver, or Gold Members in the CX Value Multipliers Forum.
Your CX Playbooks include:
Positioning — clarity on what this is, and what it isn’t, for leaders’ shared vision.
- Step-by-Step Guide — so you know exactly what to do, in what order, starting day one.
- Pitfalls to Avoid — so you skip the costly mistakes others have already made.
- Scenario Tables — how to adapt to unique circumstances and fast-track different types of players.
Templates — so your team can take action immediately, not after weeks of prep.
Examples — so you can see exactly how this works in companies like yours.
Your Complimentary Bonuses:
- CX Multipliers Forum Friends Access — get peer support for your lessons learned, join interactive skill-building events, and tap into 5-minute guides for ongoing wisdom.
- Discovery Call Option — not sure which CX Playbook is right for you? Book a free pre-purchase call with Lynn to make sure you’re investing in exactly the right topic and level. Prevents a wrong-fit purchase — priceless.
Your Optional Value Boosters:
- Coaching Session — $300 Get on-the-spot answers to your questions any time, up to one hour total.
Train-the-Trainer Session — $600 Get certified to facilitate playbook deployment across your organization — so the impact multiplies beyond you.
For $25,000 consulting projects, on average, we delivered any one of these competencies to you before 2020.
Now, you can get the same value with more than 90% savings — with no delays, no paperwork, no ongoing dependency!
When your playbook helps you redirect $50,000 or more in wasted budget — that’s 100× ROI on a $500 investment.
“I am so glad I got a front row seat learning and gaining key insights from decade’s of wisdom amassed in influencing customer- centered management at a global scale. Expectations exceeded!!!”
— Liz Mwandila, Head of Customer Experience
Your CX Playbooks author is Lynn Hunsaker. She used these approaches to exceed her CX stretch goals every year while leading company-wide customer alignment strategy. She is an MBA, Certified Customer Experience Professional (CCXP), Certified Quality Manager, Certified Professional Marketer, and Myers-Briggs Certified Practitioner. 100+ giant gains for customers and her company were achieved every year, with millions of hours saved and several hundred million dollars grown sustainably for several years ongoing.
CX experts in 50+ countries relied on us since 2005
Frequently Asked Questions
Who is this for?
- Any manager or leader of customer experience, employee experience, or partner experience — in B2B, B2C, nonprofit, or government. If you’re responsible for CX outcomes, but don’t control every function that affects them, these playbooks are built for you.
How is this different from a book or online course?
- Playbooks are implementation tools, not learning tools. You get templates you can use today, scenario tables tailored to your situation, and step-by-step deployment guidance — not just theory.
I don’t have a big team or budget. Can I still use this?
- Absolutely. All CX Playbooks can be deployed by one person or a team. You don’t need extra budget to start seeing impressive results.
Is this only for customer experience professionals?
- No, these CX Playbooks are universally applicable in Customer Experience, Employee Experience, Partner Experience, and Marketing Operations.
- Will I really be able to use my CX Playbook right away?
- Yes. You will receive your Standard, Gold, or Platinum CX Playbook within 3-7 days, and start using it that same day.
What if I choose the wrong topic?
- Book a free discovery call before purchasing — Lynn or her team will help you identify which CX Playbook delivers the fastest, highest-value results for your situation.
- Are these CX Playbooks up-to-date with AI?
- Yes, and these step-by-step guides will make your use of AI less costly, more strategic, and faster to generate money and value in multiple ways.
Still have questions? Book a discovery call or send a message to Success@ ClearAction.com
Ready to switch from typical CX practices to indispensable value practices?
Success factors are clear from the start, so you don’t have to learn by mis-steps.
- Shared vision is easier among decision-makers and key participants.
- Cooperation is long-lasting from all the needed players, so you can achieve more.
Your leaders are immediately impressed, so you get approvals even when others can’t.
- Your achievements stand out, so everyone wants to learn from you in conversations, conferences, awards, podcasts, and books.
⚡ Don’t let another quarter pass without upgrading your strategic impact.
Choose the Plan
That’s Right For You
Standard CX Playbook
$500
- Ready-to-use High-Growth Approach
- Positioning Clarity
- Step-by-Step Guide
- Success Factors and Pitfalls to Avoid
- Scenario Tables
- Templates and Examples
- CX Value Multipliers Forum Friends
Gold CX Playbook
$900
- Questionnaire for Customization
- Ready-to-use High-Growth Approach
- Positioning Clarity
- Customized Step-by-Step Guide
- Success Factors and Pitfalls to Avoid
- Customized Scenario Tables
- Customized Templates and Examples
- CX Value Multipliers Forum Friends
Platinum CX Playbook
$1800
- Extensive Resources for Success
- Questionnaire for Customization
- Ready-to-use High-Growth Approach
- Positioning Clarity
- Customized Step-by-Step Guide
- Success Factors and Pitfalls to Avoid
- Customized Scenario Tables
- Customized Templates and Examples
- CX Value Multipliers Forum Friends
Standard CX Playbook
$500
- Ready-to-use High-Growth Approach
- Positioning Clarity
- Step-by-Step Guide
- Success Factors and Pitfalls to Avoid
- Scenario Tables
- Templates and Examples
- CX Value Multipliers Forum Friends
Gold CX Playbook
$900
- Questionnaire for Customization
- Ready-to-use High-Growth Approach
- Positioning Clarity
- Customized Step-by-Step Guide
- Success Factors and Pitfalls to Avoid
- Customized Scenario Tables
- Customized Templates and Examples
- CX Value Multipliers Forum Friends
Platinum CX Playbook
$1800
- Extensive Resources for Success
- Questionnaire for Customization
- Ready-to-use High-Growth Approach
- Positioning Clarity
- Customized Step-by-Step Guide
- Success Factors and Pitfalls to Avoid
- Customized Scenario Tables
- Customized Templates and Examples
- CX Value Multipliers Forum Friends
You’ll thank yourself for jump-starting
your maturity with ClearAction Playbooks!
Think about what 1 failed project handoff —
or 1 lost account, or 1 disengaged team —
costs your organization.
Now think about preventing that —
repeatedly — with a skill you keep
for the rest of your career.
You’ll move from siloed CXM to synchronized,
value-multiplying growth.
You’ll thank yourself for jump-starting your maturity with ClearAction Playbooks!
Think about what one failed project handoff — or one lost account, or one disengaged team — costs your organization.
Now think about preventing that — repeatedly — with skills you keep for the rest of your career.
You’ll move from siloed CXM to synchronized, value-multiplying growth.