Welcome, Partner! to your SST for all things CX.


<aside> ⭐ What is CX?

*Customers digitally interact with organizations multiple times before reaching any goal. These repeated interactions make up what is called the customer journey. The overall experience across these channels, where customers interact with organizations, make up the customer experience.

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<aside> ⭐ What is the most important directional goal for CX?

To use tech to facilitate as many steps in our customer journey as possible so that people can focus on hyper personalization wherever and whenever appropriate.

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<aside> ⭐ Important Links

Process Store Dashboard Where business outcomes related to the worksharing app are tracked. Our Top 3 outcomes are Revenue, Engagement, and Gross Margin.

**Mixpanel,events:!((aggregationOperator:total,aggregationOperatorPerUser:!n,entryIndexLabelToggle:!f,event:(isRecentlyUsed:!f,label:useLaunchpad_use_template_button.clicked,tags:!(),value:useLaunchpad_use_template_button.clicked),filters:!(),filtersOperator:and,property:!n,type:event),(aggregationOperator:total,aggregationOperatorPerUser:!n,entryIndexLabelToggle:!f,event:(isRecentlyUsed:!f,label:useDelegate_button.hovered,tags:!(),value:useDelegate_button.hovered),filters:!(),filtersOperator:and,property:!n,type:event),(aggregationOperator:total,aggregationOperatorPerUser:!n,entryIndexLabelToggle:!f,event:(isRecentlyUsed:!f,label:useDelegate_button.clicked,tags:!(),value:useDelegate_button.clicked),filters:!(),filtersOperator:and,property:!n,type:event)),frequencyAggregateType:Distribution,frequencyBuckets:(bucketSize:1,max:20,min:1,offset:0),frequencyType:Conversion,frequencyValueRepresentation:relative,frequencyVizType:Bar,funnelAttributionSelection:(action_mode:last_touch),funnelOrder:loose,selectedTableColumns:(conv-first-step:!f,conv-prev-step:!t,count:!t,stat-sig:!t,time-first-step:!f,time-prev-step:!t),sorting:(colSortAttrs:!((sortBy:value,sortOrder:desc,valueField:step-0)),sortBy:value,sortOrder:desc,valueField:step-0),stepsVizType:Steps,timeBuckets:(bucketSize:172800,isDrilledDown:!f,max:2592000,min:0,offset:0),title:'',trendCountType:linear,trendType:conversion,trendUnit:week,ttcAggregateType:Distribution,ttcValueRepresentation:relative,ttcVizType:Bar,v:2)** CX uses mixpanel to monitor events making up our Delegation Funnel and other flows and funnels describing user engagement with our worksharing app.

**Customer Journey WIP** A miro board laying out the different stages of our customer journey for clients and for agents.

**Technology Vision** The greater vision within which CX sits.

**Jira Project** Where work happens.


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Contents

Chris’s Daily Workflow Screen Stack

  1. Open apps:
    1. Screen 1
      1. Gmail
      2. Calendar
      3. Slack
      4. Process Store Dashboard
    2. Screen 2
      1. Jira: CX Board, DS Board
      2. Notion: CX, MKT
    3. Screen 3
      1. Figma
    4. Screen 4
      1. Google Ads
    5. Screen 5
      1. portal.inv.tech
      2. admin.inv.tech
      3. app.inv.tech
      4. inv.tech

CX Mission + North Stars

<aside> ⭐ To realize a customer journey that is facilitated by technology and personalized by people.

</aside>

<aside> ⭐ Where business success stories start: create a clean window to easily view, share, refine, launch, manage, and analyze processes.

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CX Meeting Note Docs

Reports Squad

1:1 Chris :: Atusa :: Wendy

1:1 Chris and Scott

Joe :: Chris

Client Comms Calendar (WIP)

Product One Sheets

Client Onboarding

In-App Messaging

Process Reports

Automated Invoicing

Tables UI / IA