Customer Experience Strategy Templates
Jumpstart Your CX Projects
Use Gilliam Portal – CX Strategy Templates to expedite your project needs and enhance productivity.
Boost Your Organization
Generate ideas and concepts that address both business goals and customer expectations.
Simple & Easy Installation
Each template comes with detailed instructions and all the information you’ll need to get started.
Create outstanding customer experience across all of your unique use cases
Your Customer Experience Strategy should be built in such a way that it highlights both the company objectives and the general expectations of customers.
It’s the outcome of every interaction your customer has with your product or service, whether it’s viewing a current campaign ad or contacting your support team.
To effectively develop a seamless customer experience, test your hypothesis, acquire essential feedback, and implement critical improvements.

Ready-to-Use CX Templates
WE’LL FEATURE A COMMON PAIN POINT EACH QUARTER AND
ADDRESS IT WITH OUR FOUR STEP CX STRATEGY
June 2022 Featured Pain Point:
“Customer Support“
Templates compatible with the following tools:

Customer
Journey Map
A Customer Journey Map illustrates a users interactions with a product or brand across time and across multiple channels. It enables you to communicate the experience of your consumers’ interactions with your brand at all touchpoints.
Check out this easily customizable template!

Interaction Process & Product Roadmap
A Customer Interaction Process focuses on the tactics that can be used to achieve company objectives while also pleasing customers in the short to long term. A Product Roadmap illustrates why and what you’re creating. It’s a strategy as well as a plan for implementing the customer interaction process in a strategic way.



Customer
Flow Diagram
A Customer Flow Diagram is a diagram that shows how a website or program works. To completely appreciate these needs and the experience you want your customers to have, you should map and visualize them.
Check out this easily customizable template!

Test Plan &
Feedback Analysis
A Test Plan aims to test a range of digital and physical products as well as services that span multiple online and offline points throughout the customer’s journey. A Feedback Analysis identifies customers’ needs and problems, allowing businesses to increase customer satisfaction and reduce attrition.



Accelerate Your Design Process
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(Template compatible with Axure RP 10+)
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About the
Designer
Greetings! I’m Sherry Gilliam, Founder and Customer Experience Strategist at Gilliam Portal. During the early phases of my freelance career, I worked with companies that were more concerned with fulfilling organizational goals and assessing product success than creating a better customer experience.
This misalignment caused a great deal of uncertainty, a slew of organizational changes, and a divergence with customers’ wants and expectations.
As a result, I created these robust CX templates to assist you in better implementing and evaluating solutions that correspond with your company’s goals and customer desires.