This toolkit is designed to help you build smarter, more personalized customer experiences using AI. Whether youโre a solo marketer, startup builder, or lifecycle lead, this kit will save you hours and give you a ready-to-use framework for mapping, launching, and scaling customer journeys.
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Expectations
By working through this kit, youโll:
- Build scalable, automated customer journey maps
- Increase retention and customer lifetime value
- Personalize messaging at scale with AI
- Save time by using pre-built frameworks and prompts
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Access Instructions
- Click the provided link for each template or playbook.
- Choose File โ Make a Copy to add it to your Google Drive or Notion.
- Start customizing to match your business needs.
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How to Use This Kit
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Start with the Intro Video
Watch the mini-course video "How to Use This CX Marketing Starter Kit" to understand the process and expectations.
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Work Through Each Step
Each step includes editable templates, AI prompts, and playbooks you can copy into your own workspace (Google Docs, Notion, Airtable).
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Make a Copy
When accessing each file, click File โ Make a copy so you can edit and customize your own version.
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Implement and Track
Use the included audits, prompts, and trackers to execute campaigns and measure results across your funnel.
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Whats Included
Step 1: Your AI-Powered CX Strategy
- ๐ฅ Mini Course Video: How to Use This Kit
- ๐ Generative AI Setup Checklist
Step 3: Kickstart Your Email Campaign Engine
- ๐ Competitor Email Marketing Strategy Playbook
- ๐ Email Generator Tool
- ๐ค AI Email Marketing Prompt Library
- ๐ CX Marketing Playbook Template
Created By: Paige Renatรฉ
Marketing Development and CX Lab
Step 2: Kickstart Your Customer Journey Mapping
- ๐ CX Strategy Generator Worksheet
- ๐ค Buyer Persona Prompt
- ๐ CX Persona Builder Template
- ๐ CX Journey Audit Template
- ๐ CX Journey Map Playbook
Step 4: Delegate and Scale Your Operations
- ๐ Password & Login Management Playbook
- ๐ Team Delegation Guide