Stop Fixing Symptoms. Start Building Systems.
The Customer Experience OS™️ gives you the complete toolkit to diagnose leaks, fix churn, and build compounding growth—without consultants, complex implementations, or six-month delays.
You're bleeding 81% of your customer value.
Here's how:
Imagine you acquire 1,000 customers this quarter. Sounds like growth, right?
But watch what happens at each stage of the customer journey:
Acquisition: You bring in 1,000 new customers
Onboarding (40% activate): Only 400 actually start using your product or service → 600 lost
Engagement (60% engage regularly): Of those 400, only 240 become regular users → 160 more lost
Retention (80% stay annually): Of those 240, only 192 remain loyal after a year → 48 more lost
You started with 1,000. You ended with 192.
That's an 81% value leak.
You pour resources into acquiring customers. Run campaigns. Launch initiatives. Hire CX teams. Your best customers still quietly leave.
The problem is diagnosis.
Most organizations treat Customer Experience as a department. Something to fix when customers complain. They optimize survey scores, redesign websites, and run engagement campaigns.
Value keeps leaking at every stage.
They're treating symptoms instead of building systems.
Customer Experience is an operating system. It's the complete architecture of how customers discover you, get value, build habits, and stay loyal.
For 25+ years, I've watched organizations make the same mistake: fragmented initiatives instead of systematic fixes. I've built CX systems across financial services, membership organizations, and high-growth companies. Everything is distilled into one complete toolkit.
The Customer Experience OS gives you the frameworks, templates, and diagnostic tools to stop the leaks and build compounding growth.
No consultants. No complex implementations. Just plug-and-play tools you can use this quarter.
What will you learn?
My goal with the Customer Experience OS is to give you everything you need to diagnose where growth is leaking and systematically plug the gaps—across acquisition, onboarding, engagement, and retention.
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Diagnose Your Growth Leaks
Use the Customer Growth Assessment™ to pinpoint exactly where value is escaping—and calculate the economic impact of each leak.
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Fix Acquisition That Converts
Stop optimizing for volume. Learn the 3-pillar framework for attracting the right customers who actually stay and grow with you.
⚡
Build Onboarding That Activates
Master the "Aha Moment" framework that gets customers to value in 7 days or less—and sets them up for long-term retention.
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Create Engagement That Compounds
Design habit-forming experiences using the 3 layers of sustainable engagement: functional, habitual, and compounding value.
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Prevent Silent Churn
Build an early warning system that spots at-risk customers weeks before they leave—and the intervention playbook to save 30-50% of them.
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Track the Metrics That Matter
Stop measuring vanity metrics. Focus on the 5 KPIs that actually predict revenue growth and tie CX directly to business outcomes.
Everything you need to start or scale your customer growth engine.
The full Customer Experience OS framework walking you through each stage of the customer lifecycle—from acquisition to retention. No theory. Just what to do and how to do it.
The full Customer Experience OS framework walking you through each stage of the customer lifecycle—from acquisition to retention. No theory. Just what to do and how to do it.
Complete 7-Step Playbook
Ready-to-use worksheets, calculators, scorecards, and frameworks including: Customer Churn Calculator, Value Ladder Builder, Onboarding Journey Mapper, Engagement Score Framework, and 26 more.
30+ Plug-and-Play Templates
Step-by-step launch plan that tells you exactly what to focus on each week to implement the system without overwhelming your team. Fix one leak at a time. Measure. Compound.
90-Day Implementation Roadmap
Ready to Build Your Growth Engine?
The Customer Experience OS™️
$149
One-time payment. Lifetime access. No subscription.
✅ Complete 7-step Customer Experience OS playbook
✅ Customer Growth Assessment™ (diagnostic scorecard)
✅ 30+ ready-to-use templates and worksheets
✅ 90-day implementation roadmap
✅ KPI tracking dashboards
✅ Lifetime updates (new templates added regularly)
✅ Instant access via Google Drive—no login required
Frequently Asked Questions
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The Customer Experience OS is for CEOs, COOs, Chief Experience Officers, Marketing Directors, Product Leaders, and anyone accountable for customer retention, lifetime value, or growth. If you're responsible for turning customers into revenue, this is for you.
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Everything is delivered via Google Drive as downloadable PDFs, editable spreadsheets, and Notion templates. No login required. You get instant access immediately after purchase and can use the tools offline.
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No. The system scales to your size. You can start with just a few hours per week. The $149 investment gives you everything you need—no ongoing costs, no consultants required, no hidden fees.
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Consultants cost $10K-$100K+ and take months. The CX OS gives you the same frameworks for $149 and you can start implementing today. You get the playbook, not the billable hours.
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If you want hands-on support, I offer 1:1 coaching for teams that need strategic guidance, stakeholder alignment, or accountability. Book a free 20-minute call to explore if coaching makes sense for you.
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I don't offer refunds. Why? Because this is a proven system with 25+ years of real-world experience baked in. If you're on the fence, start with the free 7-Day CX MBA to see if my approach resonates. If you're ready to implement, this is your toolkit.I don't offer refunds. Why? Because this is a proven system with 25+ years of real-world experience baked in.
If you're on the fence, start with the free 7-Day CX Masterclass to see if my approach resonates. If you're ready to implement, this is your toolkit.
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Yes. You get lifetime updates. As I add new templates, frameworks, and tools to the CX OS, you'll get them automatically at no extra cost.
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The Customer Experience OS can be applied within weeks.
Coaching engagements are designed to create momentum within 60–90 days.