Welcome to Customer Engagement OS

What is Customer Engagement OS?

Customer engagement is all about moving away from one-off transactions and delivering seamless customer experiences. Easier said than done though! 


It is a battle on many fronts and involves optimizing your team structure, operations, and tech stack. That’s why creating a holistic customer engagement plan that considers all these moving parts takes time, money, and of course, a great team.


This free tool is designed to help you with that! It provides a breakdown of all aspects of customer engagement and introduces templates, tools, experts, and more for each step.

Step-by-step guides

Understand your customers

Learn your customers' needs before creating an engagement strategy, and choose the methods that best resonate with your users.

Create an onboarding experience

A robust customer onboarding process is your first chance to build strong relationships with new users.

Educate customers and communicate

Keep in touch with customers to build relationships, and provide educational material to engage customers while setting them up for success.

Nurture relationships

Stronger customer relationships protect against churn and harness customer advocacy—a powerful tool to use when growing your business.

Build trust

People won’t engage with your brand if they don’t trust it. Here are some ways you can build trust amongst your target audience.

Cultivate culture and celebrate

The final step to building effective customer engagement is to celebrate the engagement that is already happening.

Measure and improve

Understand the metrics that will help you track and improve your customers' experience.

All you need, in one place!

600+ Resources

Get deeper into any topic with articles, books, podcasts, and more. Review examples to see how others are engaging their customers, and read popular Twitter threads that shed light on your favorite topics.

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162 Apps

What you need to build your customer engagement engine. See the best tools to collect customer feedback, map customer journeys, build a community, and more.

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245 Experts

Follow them on social media to expand your knowledge or get a helping hand when needed.

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Transform your customer engagement with curated resources

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FAQs

Customer Engagement OS is designed in seven steps, covering every aspect of customer engagement -- from getting to know your customers to measuring the performance of engagement initiatives. In each step, you can access a step-by-step guide, relevant apps, and experts. You can dive deeper into every topic with a curated list of articles, books, podcasts, webinars, and more. 

Either start from step one and follow the predefined flow or simply pick the topics you are most interested in to expand your knowledge. Use the search bar at the top to find what you are looking for!

Looking for an app, or a professional to tackle a specific issue? Start from the All Apps or All Experts sections. Both apps and experts are categorized into different use cases, and you’ll be able to find what suits your needs.