Agree on the work
Review locations, customer journeys, policies, priorities, coverage and escalation limits. Confirm what CX Labs owns and what stays with your team.
No mystery handoff and no starting over with your software. We agree on the work, prepare around your standards, test the setup and make progress visible.
Start a conversationHuman-reviewed. Tailored to your operation. No purchase or automatic booking.
Onboarding starts after signing. The team goes live only after the agreed access, training and readiness checks are complete.
The exact timeline depends on the systems and responsibilities in scope. These are the stages we use to make the handoff deliberate.
Review locations, customer journeys, policies, priorities, coverage and escalation limits. Confirm what CX Labs owns and what stays with your team.
Configure approved access, document common situations, introduce the teams and train against your real workflows.
Test calls, messages and account or booking tasks in scope. Resolve blockers before live customer work begins.
For 14 days after setup, review the agreed work, open items and starting measures. Use that evidence to decide what to continue or adjust.
Setup comes first. The live pilot begins once access, responsibilities and readiness are confirmed.
Agree on scope, access, contacts and a starting baseline.
Start approved support with regular check-ins. Review progress at the midpoint.
Refine workflows and track the work against the baseline.
Review activity, workload and your team’s feedback before choosing next steps.
Reporting is shaped around the scope, not a generic dashboard.
The calls, follow-ups or account tasks completed within the agreed scope.
Items still open, blocked or waiting for your team’s decision.
Recurring questions, workflow gaps and opportunities to make the next cycle clearer.
We will discuss scope, pricing and a starting baseline before the pilot begins. A request is not a purchase or booked appointment.
Start a conversation