Power Up Your CX with Proven Templates, Guides & Calculators
From agent engagement to customer retention, these CX-focused tools are designed to help you improve service, reduce effort and get results — fast. Just browse the options below to get started.
Looking for other tools? We’ve also got downloads to help with WFM, call centre operations, and more.
View All DownloadsCustomer Experience (7)
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The Customer Journey Mapping Template is available for download in a PowerPoint file and is completely editable.
This download is only available for ACXPA Individual Members. Learn more>
Filename Customer-Journey-Map-Template.pptx Filesize 177.46 KB Version 2.0 Date added March 25, 2022 Category Customer Experience -
Download an example of a Human-Centred Design Framework.
This download is only available for ACXPA Subscribers and Members. Discover which membership is right for you >
Filename Human-Centred-Design-Framework.jpg Filesize 323.36 KB Version 1 Date added December 22, 2022 Category Customer Experience -
How to Build the Foundations of a CX Program
Exclusive for ACXPA Individual members, this presentation by Scott Downing covers all you need to know about setting up a CX program in your business. This slide deck accompanies the presentation that can be viewed here and it contains:
- The rationale of why it is important to know why you need a CX Program
- How to kick start your CX Program; the tactical steps and order in which to do them
- What you can expect to see happen in the business
- NPS – is it the right metric and if so where to use it
- A framework for sustainable change
This download is only available for ACXPA Individual Members. Learn more >
Filename How-to-build-the-foundations-of-a-CX-Program.pdf Filesize 884.47 KB Version 1 Date added April 7, 2023 Category Customer Experience -
Customer Retention Calculator
It’s a lot harder trying to acquire new customers than retaining your existing customers and a way businesses measure the retention of their existing customers is by using a Customer Retention Rate (CRR). Download this free Excel calculator to quickly calculate your CRR.
The Customer Retention Calculator is only available to download for ACXPA Subscribers (join for free) and ACXPA Members. Learn more about a membership >
Filename Customer-Retention-Rate-Calculator.xlsx Filesize 123.56 KB Version 2.0 Date added March 25, 2022 Category Customer Experience -
The Customer Persona template will help you create customer personas for your business. The download is in Microsoft Powerpoint and all fields are completely editable making it easy to adapt to your business.
This download is only available for ACXPA Individual Members. Learn more >
Filename Customer-Persona-Template.pptx Filesize 93.10 KB Version 1 Date added December 14, 2022 Category Customer Experience -
Tennis Australia CX Strategy & Insights
The full slide deck as featured in the CX Matters Podcast with Karen ‘KC’ Clydesdale, Head of Customer Experience and Customer Relationships for Tennis Australia.
The slide deck contains:
- CX Strategy and Principles
- Human Centred Designed (HSD)
- Tennis Australia CX Journey
- Customer Segments
- Building a customer-centric culture
- CX Metrics and results
This download is only available for ACXPA Individual Members. Learn more >
Filename Tennis-Australia-insights-for-ACXPA-2023.pdf Filesize 2.34 MB Version 1 Date added March 8, 2023 Category Customer Experience -
Our Excel-based CLV calculator to quickly calculate your customer lifetime value. Input your customer data to generate insights in seconds.
The calculator includes fields for average purchase value, frequency, customer lifespan, and costs, with automatic calculations for both basic and advanced CLV models.
The CLV Calculator is only available to download for ACXPA Subscribers (join for free) and ACXPA Members. Learn more about a membership >
Filename CLV_Calculator.xlsx Filesize 55.87 KB Version 1 Date added December 29, 2024 Category Customer Experience
