Internal · For Shawn + Jeannie

Seventeen tools. One pitch.

Each tool turns one piece of XI methodology into something a CX leader can use in ten minutes. All seventeen share one codebase, one brand, one AI model. Built to be cheap to run, fast to pitch, easy to extend.

For Apr 22 with Shawn
Pipeline map of the three concepts Shawn approved: sources, connectors, Membership.io destinations, cost, and the decisions that need his call in the meeting.
Open pipeline map →
17
Tools shipped
~$7/mo
at demo scale
Claude 4.5
One model
Edge-ready
Cloudflare compat
01
Live

CX Mission Statement Builder

4 reflection questions → team-ready Mission Statement + PDF. Chapter 1 made tangible.

ForAny CX leader / book readerCost~$0.05

Lead magnet → Membership trial + book sales. Captures emails on download.

Open →
02
Live

Keynote Research Brief

Paste event details → full pre-talk brief (audience, hook, Q&A, pitfalls) in 30s.

ForJeannie + any XI speakerCost~$0.06

Internal productivity - cuts Jeannie's prep time 2-4 hrs per keynote.

Open →
03
Live

CX ROI Calculator

Plug in churn/revenue → three-scenario projection + CFO-ready exec summary.

ForCX leaders pitching internallyCost~$0.04

Sales enablement for Membership + workshops. Justifies the budget ask.

Open →
04
Live

LinkedIn Post Drafter

3 post variants tuned to Jeannie's voice: story-first, framework-first, contrarian.

ForJeannie + XI social teamCost~$0.03

Content velocity. More posts → more inbound keynote + Membership leads.

Open →
05
Live

Book GPT

Chat with the book. Every answer cites the specific chapter. Full book loaded.

ForBook readers + MembersCost~$0.08

Member-gated in production → drives Membership signups + retention.

Open →
06
Live

CXI Compass v2

11 questions → scored across 4 Navigator pillars + personalized 90-day plan.

ForCX leaders · ProspectsCost~$0.07

Replaces ScoreApp. Free assessment → 90-day plan anchored to book + Membership.

Open →
07
MVP

Ask Jeannie (Shawn-approved · Pilot)

Jeannie's body of work as an AI assistant. Frameworks, book, workshops, public teaching - cited.

ForMembers · XI internal teamCost~$0.05

Membership retention + internal productivity. The third concept Shawn approved Apr 14.

Open →
08
Live

Statement Critique

Paste a statement, get Jeannie's rule-by-rule critique + rewrite. Runs against Ch 1 rules.

ForCX teams with a draft · agencies reviewing client statementsCost~$0.04

Lead magnet for teams that already have a statement. Routes into Mission Builder for a full rewrite.

Open →
09
Live

CX Success Blueprint

Ch 3 tool. Outcome → customer behaviors → capabilities → 30-day moves → metrics. The artifact execs respond to.

ForCX leaders pitching internally · workshop 05Cost~$0.06

Turns workshop 05 into a pre-workshop tool. Members do the Blueprint draft, walk into the workshop ready.

Open →
10
Live

CX Charter Drafter

Ch 7 tool. Ownership, decision rights, cadences, metrics, rollout coaching. Governance for CX.

ForCX leaders scaling the programCost~$0.07

Charter = the artifact that makes CX survive past one practitioner. Natural upsell path: Mission → Blueprint → Charter.

Open →
11
Live

Voice of Customer Synthesizer

Paste survey responses, tickets, reviews → themed analysis + root causes + closed-loop template.

ForAnyone with a stack of feedback · workshops 22-24Cost~$0.06

Workshops 22-24 made executable. Members run the synth themselves between workshops.

Open →
12
Live

Executive Briefing

Brief your CEO/CFO/board on a CX decision. One-line pitch, objections, email draft, one-pager.

ForCX leaders with an exec meeting tomorrowCost~$0.05

The exec-buy-in tool. Members who get sponsorship stay in CX longer, stay in Membership longer.

Open →
13
Live

Rollout Planner

After drafting the Mission Statement - week-1 checklist, announcement email, slide outline, workshop agenda, 30-day survey.

ForCX leaders rolling out a new statementCost~$0.07

Chain Mission → Critique → Rollout. Makes the Mission Builder value bigger (it survives the launch).

Open →
14
Live

Micromoment Mapper

Journey maps show arcs. Micromoments show seconds. One step decomposed to observable actions + emotions + ranked fixes.

ForCX leaders fixing specific steps · aligns with Jeannie's upcoming IPCost~$0.06

Tracks XI's IP pipeline, not just the current book. When Jeannie publishes the IP, this tool is ready.

Open →
15
Live

Change Agent Weekly

One question. One 30-min move. One framework moment. Jeannie-voice weekly note for overwhelmed CX leaders.

ForEvery Change Agent · the retention driverCost~$0.03

Return-visit loop = Membership retention. Asks a lingering question each week that pulls them back.

Open →
16
Live

NPS Survey Designer

Three questions tuned to context. Band-specific follow-ups. Closed-loop commitment. Owners per score range.

ForCX + product teams who want actionable surveysCost~$0.05

Surveys members actually act on → more closed loops → better retention data → Jeannie becomes the NPS-remediation voice.

Open →
17
Live

Renewal Conversation Script

5-minute renewal call script tuned to customer signal. Pre-call prep, opening options, objections, three close paths.

ForCSMs · Renewal specialists · Customer-facing teamsCost~$0.06

CSM productivity + renewal uplift. A tool any member can share with their CS team to prove they save hours per week.

Open →
Talking points

What to emphasize in the meeting

01

These aren't toys

Every tool ships a real artifact (PDF, scored report, post drafts). Not a chatbot. Leaders leave with something they can send to their exec team today.

02

Methodology-grounded, not generic AI

Every prompt is trained on Jeannie's actual frameworks: CXI Navigator, the Connect Template, the 4 reflection questions. Outputs cite Chapters and workshops by name.

03

Cheap to run, easy to scale

~$0.04-0.08 per generation. Hosting is free tier. Adding a 7th tool is a day of work once the patterns exist.

04

Every tool is a lead magnet

Email capture on download routes into ActiveCampaign. Compass scores feed sales triggers. Book GPT is the best Membership upsell XI has.

05

Jeannie's time compounds

Keynote Brief saves 2-4 hrs per talk. LinkedIn Drafter lets her publish 3x more with the same voice. Internal productivity wins fund everything else.

06

Nothing is locked in

Every input/output is JSON. Swap Claude for GPT-5 in an hour. Export to Notion/Airtable/HubSpot in a day. No vendor dependency beyond Anthropic.

Revenue paths

Three ways this turns into money

Membership upsell
Book GPT gated behind Membership. Compass results recommend workshops by # + name.
+5-10 signups/mo
Keynote pipeline
ROI Calculator shared with procurement pre-sales. Mission Builder shows leader XI's teaching style.
+1-2 qualified leads/mo
Productivity dividend
Jeannie saves 2-4 hrs per keynote. LinkedIn cadence 3x without ghostwriter hours.
~20 hrs/mo reclaimed

If XI says yes, the next 30 days:

  1. 01Point tools.experienceinvestigators.com at the app
  2. 02Wire ActiveCampaign so email captures sync to the XI list
  3. 03Load full book into Book GPT once manuscript is cleared
  4. 04Gate Book GPT behind Membership login
  5. 05Add the Matt-branded "built by" footer + agreement