Customer Experience Templates

Download various templates for your CX & management consulting strategies

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customer experience archetype

Explore our Experience Journal for the latest industry insights, trends, and best practices in our management consulting and customer experience blog.

customer experience archetype

Explore our Experience Journal for the latest industry insights, trends, and best practices in our management consulting and customer experience blog.

customer experience archetype

Explore our Experience Journal for the latest industry insights, trends, and best practices in our management consulting and customer experience blog.

customer experience archetype

Explore our Experience Journal for the latest industry insights, trends, and best practices in our management consulting and customer experience blog.

customer experience archetype

Explore our Experience Journal for the latest industry insights, trends, and best practices in our management consulting and customer experience blog.

customer experience archetype

Explore our Experience Journal for the latest industry insights, trends, and best practices in our management consulting and customer experience blog.

Change Readiness Observation Framework

Creating a seamless and emotionally satisfying customer journey is key to building loyalty and advocacy. Our Categories of Assessment for Change Readiness Observation is designed to help you evaluate and enhance your organization’s readiness for change.

Frameworks

Change

Word

Understand

Workshop Ideas for Change Readiness Assessment

Creating a seamless and emotionally satisfying customer journey is key to building loyalty and advocacy. Our Workshop Ideas for Change Readiness Assessment is designed to help you evaluate and enhance your organization’s readiness for change.

Frameworks

Change

Word

Understand

Interview Questions and Possible Answers for Change Readiness Assessment

Creating a seamless and emotionally satisfying customer journey is key to building loyalty and advocacy. Our Interview Questions and Possible Answers for Change Readiness Assessment is designed to help you evaluate and enhance your organization’s readiness for change.

Frameworks

Change

Word

Understand

Focus Group Mechanics for Change Readiness Assessment

Creating a seamless and emotionally satisfying customer journey is key to building loyalty and advocacy. Our Change Readiness Assessment Toolkit is designed to help you evaluate and enhance your organization’s readiness for change.

Frameworks

Change

Word

Understand

Change Readiness Assessment Questionnaire

Creating a seamless and emotionally satisfying customer journey is key to building loyalty and advocacy. Our Change Readiness Assessment Questionnaire is designed to help you evaluate and enhance your organization’s readiness for change.

Frameworks

Change

Word

Understand

Customer Experience (CX) Journey Emotional Gap Template

Our CX Journey Emotions & Emotional Gap Template helps you visualize and analyze customer emotions at each touchpoint. Available in PPT and Key formats, it identifies emotional gaps to improve overall customer satisfaction.

Frameworks

Experience

Keynote

PowerPoint

Customer Experience (CX) Archetype and Persona Template

Our CX Archetype or Persona Template helps you create detailed customer profiles to enhance your marketing strategies. Available in PPT and Key formats, it provides a comprehensive structure to identify and understand your target audience's behaviors, preferences, and pain points.

Templates

Personas

Keynote

PowerPoint

Understand

Customer Experience (CX) Vision Template

The CX Vision Template helps you define and communicate your customer experience goals and strategies. Available in PPT and Key formats, it aligns your team around a clear vision to drive customer-centric initiatives.

Tools

Design

PowerPoint

Keynote

Design

Customer Experience (CX) Light Journey Mapping Template

Our CX Journey Template helps you map and optimize the customer journey from initial contact to post-purchase. Available in PPT and Key formats, it provides a clear visual representation of each touchpoint and interaction.

Templates

Experience

PowerPoint

Keynote

Design

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Experience Journal

Discover the latest industry trends and expert insights in our blog.

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Behavioral Economics

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Employee Experience

Employee Experience (EX) Officer Job Description: Key Responsibilities And Requirements

The role of an Employee Experience (EX) Officer has transformed from a supporting HR function to a strategic leadership role critical to organizational success. In 2026, EX Officers are expected to do far more than manage surveys or support onboarding — they are responsible for designing, leading, and embedding employee-centric cultures, backed by behavioral science, analytics, and cross-functional collaboration.
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Employee Experience

Insights From Employee Experience (EX) Experts: Trends, Tips, And Predictions

Employee Experience (EX) has moved beyond the realm of HR buzzwords. It’s now a strategic differentiator, influencing everything from performance and innovation to retention and brand equity. But what separates real EX impact from performative gestures? The answer lies in what the experts are doing — and more importantly, what they’re predicting next.
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Customer Experience

Building a Successful CX Lab: Strategies, Tools, and Case Studies

A Customer Experience (CX) Lab is more than a workspace — it’s a system for testing, learning, and scaling what truly works for customers. Organizations serious about designing emotionally intelligent, frictionless, and measurable experiences now treat CX Labs as core infrastructure, not innovation theatre.
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April 6, 2025
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Behavioral Economics

What Are Behavioral Science Examples? Real-Life Cases Illustrating Human Behavior

Behavioral science isn’t a theory you memorize — it’s a toolkit you apply. Across industries and governments, behavioral science has been used to improve everything from tax compliance to customer onboarding, retirement savings to medication adherence. These interventions are rooted in understanding how humans actually behave, not how classical models say they should.
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Behavioral Economics

Behavioral Economics Chicago: What the Windy City Teaches Us About Bias

Chicago isn’t just known for deep-dish pizza and windy winters — it’s also one of the most intellectually influential cities in the development of behavioral economics. From Nobel Prize-winning research to groundbreaking experiments in policy, finance, and public behavior, Chicago has long been a proving ground for challenging traditional economic models.
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April 6, 2025
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Customer Experience

How a CX Lab Drives Innovation: Best Practices for Testing and Learning

Customer experience (CX) innovation can’t rely on assumptions — it requires structured experimentation, live testing, and the ability to fail forward. That’s where the CX Lab comes in. A CX Lab is not just a physical space, but a formalized approach where real user behaviors, feedback, and outcomes are observed and analyzed to improve services, systems, and emotional journeys.
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April 6, 2025
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Behavioral Economics

Behavioral Economics Jobs: Careers That Make a Difference

It’s no longer just about being an economist. In 2026, behavioral economics has become one of the most applied, impactful, and interdisciplinary fields for professionals who want to drive change — in policy, business, healthcare, education, customer experience (CX), and beyond.
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April 4, 2025
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Employee Experience

Employee Experience (EX) Officer Job Description: Key Responsibilities And Requirements

In 2026, companies across sectors — from tech and government to retail and real estate — are investing in dedicated EX leaders to redesign work not as a set of tasks, but as a series of emotionally intelligent, friction-minimized, memory-positive experiences. This article outlines exactly what this role requires — from strategic scope to behavioral capabilities.
Aslan Patov
April 4, 2025
15
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Behavioral Economics

Behavioral Economics Overview: A Comprehensive Snapshot

Forget everything you thought you knew about how people make decisions. Behavioral economics flipped the script on the old-school belief that humans are rational agents calculating costs and benefits with machine-like precision. Instead, it introduced a more human truth: we're emotional, biased, distracted, and sometimes beautifully irrational.
Aslan Patov
April 4, 2025
15
min read
Employee Experience

Insights From Employee Experience (EX) Experts: Trends, Tips, And Predictions

Employee Experience (EX) has matured. What started as a rebranding of HR engagement now powers decisions in C-suites, boardrooms, and digital transformation programs across the globe.
Aslan Patov
April 4, 2025
15
min read
Behavioral Economics

Behavioral Economics for Leaders: How to Make Better Decisions

In 2026, the most effective leaders are not just mastering finance or operations — they’re mastering behavioral decision design: how to reduce bias, shape choice, and build systems that align with how people truly think and feel. This article explores how behavioral economics is transforming leadership decision-making — from boardrooms to frontlines.
Aslan Patov
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Employee Experience

The Ultimate Employee Experience (EX) PPT Template: Design, Content, And Strategy

There’s nothing worse than an Employee Experience (EX) presentation that looks like it was made for shareholders. Slides packed with jargon, charts that don’t speak to emotion, and a strategy that feels more like a policy memo than a vision. In 2026, the best EX presentations do more than inform — they inspire.
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April 4, 2025
15
min read
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