CXO Playbook
At the heart of the CXO mandate are two pivotal questions: How must the Experience evolve with the growth? How can Customer Experience drive growth? By aligning departments and leveraging AI and insights-making, the CXO role redefines customer relationships and drives long-term competitive advantage.
Understanding the CXO Role
The CXO role is not merely an extension of customer service; rather, it brings a unified vision to every customer interaction and places the customer's voice at the heart of strategic decision-making. This strategic leadership position is focused on driving organic growth, aligning departments, and embedding customer-centricity across the organization. Beyond optimizing experiences, the CXO also drives innovation to differentiate the brand and create ‘wow’ moments that foster loyalty and advocacy. They own NPS, the organic portion of blended CAC, and the Rewind Score—ensuring retention, word-of-mouth acquisition, and long-term customer engagement

1

Awareness
Empowering the company to know what customers like and dislike is fundamental. By collecting and analyzing customer feedback, the CXO ensures that every department is informed about customer preferences and pain points. This deep awareness helps the organization anticipate needs, tailor its offerings, and create true customer experience.

2

Alignment
A CXO unites all departments around a shared customer-centric vision. With no compromise but consensus, they create buy-in and foster cultural maturity, driving alignment and inspiring every team member to contribute to a culture that prioritizes exceptional customer experience.

3

Customer Journey
The CXO ensures that every touchpoint—pre-purchase, purchase, and post-purchase—is optimized for satisfaction, ease, and engagement. By mapping the full journey, the organization can reduce friction, improve personalization, and build long-term loyalty.

4

AI can analyze customer behavior, predict needs, and automate experiences to enhance their lives. This includes intelligent chatbots, predictive analytics, and personalized content - ultimately saving customers time and effort.

5

Proactive
Rather than reacting to problems, the CXO champions a proactive approach—anticipating needs, preventing issues, and delivering unexpected value. This means shifting from problem-solving to problem-prevention. A truly customer-centric organization is one step ahead, not one step behind.

6

One Company
Customer experience is a company-wide mission. The CEO empowers the CXO to drive customer-centricity, ensuring all teams share a unified vision and accountability. Together, they break down silos, embedding customer satisfaction into the company’s DNA as a shared responsibility
CXO Self-Assessment
As the CXO, you drive a unified, customer-first culture. This self-assessment invites you to reflect on your impact, measure initiative effectiveness.
The CXO's view on Customer Centricity in the Org
CEO
Unified Customer-Centric Organization
Do we have a unified definition of the experience we want to deliver?
Are all leaders accountable for CX, not just one department?
How do we ensure CX decisions are not compromised for short-term gains?
Survey CEO
CHRO
Employee Experience as CX Foundation
Are we hiring employees who are passionate about helping customers succeed?
How do we ensure employee well-being translates into better CX?
Do our job descriptions reflect our commitment to customer-centricity?
CMO
Aligning Promise with Reality
Does our marketing set realistic expectations that align with the actual customer experience?
How do we measure customer perception of our brand?
What do our best leads have in common?
Survey Marketing & Survey CRM Survey Social Media
CSO
Ethical Selling and Customer Success
Are we nurturing long-term relationships rather than focusing solely on short-term sales?
Do we provide value in our sales solutions rather than just selling our product?
Do we consistently avoid signing bad-fit customers?
Survey Sales
CCO
Proactive Issue Prevention
Are we proactive in preventing issues before they arise?
Do we empower service teams to make customer-centric decisions?
Are our service interactions personalized and empathetic, or do they feel scripted?
Do we always report back on what customers want and how the contact could have been avoided?
Survey Customer Service
CPTO
Designing with the Customer in Mind
Is our product roadmap driven by customer insights?
Are we eliminating unnecessary complexity in UI/UX?
Do we consistently integrate customers into the development of our products and services?
What are the unshakable industry beliefs about what customers want?
Survey Product
CFO
Understanding CX Beyond Cost
How do you see the impact of customer experience on our long-term financial performance and profitability?
How involved is the CXO in the annual budgeting process?
Do you think that investing in customer experience improves long-term financial stability?
Survey Finance
CIO
Real-Time Insights for Measurable CX
Are we tracking customer interactions across all touchpoints?
Do we provide departments with real-time CX insights?
How do we measure the impact of CX initiatives on revenue?
What is the one thing our customers like the most and the least?
Here are the key strategic questions a CXO should ask across your organization
CXO Metrics
The CXO must own critical metrics such as Net Promoter Score and Rewind Score, with the goal of achieving industry-leading scores while providing regular Customer Insights Reports to keep all stakeholders in the comapany informed.
  • Earned New Customers
  • Blended Customer Acquisition Cost (CAC)
  • Net Promoter Score (NPS) (Customer, Partner, Employee)
  • Rewind Score
  • Customer Effort Score (CES)
  • Cancellation Rate / Churn Rate
  • Customer Lifetime Value (CLV)
  • Complaints / Negative Feedback Volume
  • Active Customer Listening (feedback loops, surveys, focus groups)
NPS 3.0
NPS 3.0 builds on NPS 2.0 by integrating the Earned Growth Rate, aiming for a comprehensive growth and feedback analysis.

Harvard Business Review

Net Promoter 3.0

Since its introduction, in 2003, the Net Promoter System, which measures how consistently brands turn customers into advocates, has become the predominant customer success framework. But as its popularity grew, NPS started to be gamed and misused in ways that hurt its credibility. Unaudited, self-reported Net Promoter Scores undermined the usefulness of NPS. Over time its creator, Fred Reichheld, realized that the only way to correct this problem was to introduce a hard, complementary metric that drew on accounting results. In this article he and two colleagues from Bain introduce that metric: the earned growth rate, which captures the revenue growth generated by returning customers and their referrals. To calculate their earned growth rates, firms must have systems that gather data on the costs and revenues for each customer over time and must ask all new customers why they came on board. If the reason is a referral or recommendation, a customer is “earned”; if it’s advertising, a promotional deal, or a persuasive salesperson, the customer is “bought.” Earned growth rates reveal the real-world impact of customer loyalty. Because they’re auditable, they can help firms validate investments in customer service and convince investors of their businesses’s underlying strength.

From an Earned Growth Rate perspective, Company A shows healthier, more sustainable growth because it stems from loyalty and word-of-mouth advocacy—factors that tend to be more profitable and enduring over time. Company B’s heavy reliance on “bought” growth signals that its success may be more fragile and potentially less profitable in the long run. Source: HBR
The Rewind Score
If you could turn back time, would you buy from us again?” It’s a simple yet powerful question that reflects the entirety of a customer’s journey—encompassing product use, service interactions, and overall satisfaction—to gauge whether they’d willingly make the same decision knowing everything they do now. Make the truth visible with a simple “Yes” or “No.”
Brand Experience
Creating a great customer experience is the essence of a great brand.
Selling a product in a highly competitive market is inherently risky—there’s always a chance someone else can replicate features, reduce prices, or outspend you on marketing. By focusing on creating experiences, however, you forge an emotional connection with customers, offer unique value beyond mere product functionality, and differentiate you from competitors who are stuck in a race to the bottom. This approach cultivates deeper loyalty, encourages word-of-mouth advocacy, and propels sustainable growth.
In competitive markets, selling a product alone is a losing game. Competitors can copy features, undercut prices, or out-market you. What can’t be copied? Experiences. 💡 Product + Experience = Unbeatable Brand
🔹 Emotional Connection → People buy feelings, not just products.
🔹 Community & Belonging → Create a brand people want to be part of.
🔹 Personalization & AI → Make every interaction tailored and meaningful.
🔹 Service-Driven Ecosystem → Offer memberships, education, and exclusivity.
🔹 Surprise & Delight → Small unexpected moments create lifelong customers.
Read here why not all buyer personas are right for you company

1

Identify Your Profit Drivers
Analyze customer data to pinpoint the accounts generating the highest returns. These are your most valuable engagements.

2

Recognize Drains on Resources
Customers demanding too much without respecting your value are often not worth the strain on your organization.

3

Cultivate Brand Ambassadors
Seek out customers who stick around, purchase more, and actively refer others - these are your most loyal advocates.

4

Prioritize Growth Potential
Focus on customers who have room to grow alongside your business, not those stuck in a static relationship.

5

Monitor Acquisition Costs
Customers with lower acquisition costs tend to be more profitable in the long run.
CX ♡ Sales
The CXO view on Sales is to guide customers through informed decision-making processes. It prioritizes their needs without applying pressure, advocating for clear, honest communication. The leadership sets realistic sales targets, rewarding quality and sustainable sales. A good framework supports an operating model that ensures compliance through consistent systems, incentives, training, and monitoring.
Pitch
  • Be honest and transparent. No misleading information.
  • Take your time: Provide thorough answers to all questions to ensure customers have understood everything
Targets
  • Make sure targets are ambitious, yet realistic to achieve
  • Ensure psychological safety, cultivate a positive culture, promoting ethical selling.
Incentives
  • eward not only for revenue generated.
  • True success is measured by your ability to create value across the entire customer experience.
  • Incentivise on NPS, too
Operating Model
  • Provide the tools that Sales employees need to serve the customer and that provides a 360 view.
  • Ensure seamless communication between Marketing and Sales for a unified customer message.
CX ♡ Customer Service
The Golden Rule of Customer Service is, “The Best Service is No Service,” which means designing products and processes so well that customers rarely need help. If they do, Agentic AI like smart chatbots can quickly handle requests end to end, with empathetic human support on standby for complex issues. Ultimately, customers want a seamless omnichannel experience that meets them wherever they are.

Agentic AI self services

Eliminate

Simplify

Intensify

Value to Customer

Value to Company

Classify your customer contacts into four buckets to reduce volume and costs:

Eliminate (Bugs): Repeated errors, crashes, or payment glitches that drive multiple complaints.

Simplify (Complex Processes): Overly complicated steps or unclear procedures causing confusion.

Automate (Agentic AI Self-Service): Bring AI on top of your backend / CRM and automate all processes possible

Intensify (Revenue related): Cancelations, purchases, or collections.

Cost Calculation: Assign a cost per contact (agent time, tools, overhead) and map each bucket for an ROI view.

Next Steps: Present these findings to leadership and prioritize fixes or automation in product roadmaps, focusing first on high-volume, high-cost areas

Not only do customers appreciate the investment, but you also gain a competitive edge through customer service. Speaking directly with customers provides invaluable insights into your product—when you interact human-to-human, you address immediate concerns and uncover detailed feedback on functionality, usability, and areas for improvement. This direct dialogue not only strengthens customer relationships but also drives product enhancements that keep you ahead of the competition. Proactive service is the king's class—it anticipates customer needs and solves issues before they even arise.
Employee Experience
investing in employee experience is investing in customer experience—the two are inseparable. A brand known for great CX inevitably has a strong internal culture behind it, proving that supporting employees is the most direct route to delighting customers and driving sustainable growth. In the future, employees will choose the leaders they want to work for. To maintain effective leadership, survey your leadership team at least once a year using a standardized questionnaire at TALOOB.com

taloob.com

Taloob

Leader, Leadership, Reviews, Review, Leadership Training, Certificate, MBTI, C G Jung, Psychologische Typen, Führungskräfte, Teamleader, Learning and development

CXO - The first 100 days
1
Define The CX Vision
  • On your first day, outline the ideal Customer Journey before you are too biased
  • Defining the Customer Experience Vision
  • Aligning the Entire Organization Around a Customer-Centric Vision
2
Unify CX Across Departments
  • Embedding CX into every department’s roadmap
  • Outline the whole customer journey and make sure all touchpoints are reviewed
3
Employee Experience
  • Empowering employees to make customer-focused decisions
  • Ensuring employee engagement and satisfaction are visible
4
Setting Up Customer Insights
  • Owning key metrics such as organic growth, churn, NPS, Rewind Score,
  • Providing a monthly insights report to the organization
5
  • Personalize interactions through AI
  • Reduce Customer Effort in Customer Service through Agentic AI
Customer Journey Example. Here: B2B SaaS
AI fixes CX
A CXO must guide the strategic integration of AI. This boosts customer engagement and streamlines processes.
1
Personalized Interactions
Use AI to understand customer preferences. Anticipate needs for tailored experiences.
2
Reduce Customer Effort
Implement AI-driven self-service tools. Provide quick resolutions and effortless support.
3
Insights and Analytics
Employ AI to analyze customer data. Identify trends and improvement areas.
Hi, I'm Carmen. We offer consulting subscription services in CX
Customer and employee experience is the sum of all actions, by all employees, including AI, every day!
Elevate your customer experience to new heights with my expertise honed over two decades in Customer experience, sales, customer service, operations, marketing, and business strategy. As a seasoned executive, I've driven success for renowned brands like Deliveryhero, N26, Autodoc, Scout24 and share in C-Level Roles.
My passion is crafting unforgettable journeys for your customers, leveraging the power of AI to anticipate their needs and deliver seamless, personalized interactions. This doesn't just delight your customers - it reduces costs and boosts your NPS too.
I've assembled a dream team of customer experience experts, business strategists, and ML engineers. Together, we'll implement cutting-edge CX and AI solutions that transform the way you engage with your customers.
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Carmen Beissner
carmen@beissner.eu
10437 Berlin

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Carmen Beissner
10437 Berlin

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