What's inside
A practical 15-page guide to putting AI to work in your customer operation, responsibly and measurably.
1
AI Readiness Scorecard
Ten questions across data, process, governance, people, and measurement, with the weakest-link rule.
2
12 practical prompts
Five that strengthen your foundation and seven for daily work: onboarding, churn signals, recovery plans, escalations, and business reviews.
3
Guardrails
Review matched to risk, what never goes into AI tools, and what never to fully automate.
4
30-day rollout plan
One team, one problem, four weeks, with a deliverable each week.
5
Pilot charter
A one-page template to agree on the problem, owner, baseline, and decision rule before you start.
Want to check your readiness first? Take the free scorecard online. For the operating foundation underneath it, see the Customer Operating System Playbook.