Customer Experience Expertise

We Help You Win Customers And Keep Them Happy

Customer Experience expertise designed to elevate engagement, boost satisfaction, and create consistent experiences across digital and human touchpoints. Bold’s CX specialists bring deep experience in journey design, support workflows, and customer operations, enhanced by AI-Amplified™ delivery to improve resolution speed, reduce friction, and enhance responsiveness. This expertise is validated through real work during the 30-Day Prove-It Deployment™ before scaling.

What We Offer

AI-Amplified™ Customer Experience Expertise

Bold provides comprehensive Customer Experience expertise across support operations, journey mapping, feedback management, and experience optimization. Our AI-Amplified™ approach supports faster response times, consistent service quality, and deeper insight into customer behavior.

This delivery is enabled through Bold’s proprietary Bold AI-Workbench™, with access to 150+ AI tools, allowing CX expertise to be experienced and validated risk-free through the 30-Day Prove-It Deployment™.

01

Market Outreach and Lead Generation

Activities:

  • Define target profiles and outreach strategy
  • Enrich CRM with contact intelligence
  • Execute multi-channel campaigns
  • Qualify leads and book discovery meetings

Sales/CX Role:

  • Outreach Campaigns: Cold calling, emailing, and social engagement to generate interest
  • Prospect Research: Build and enrich lead lists
  • Lead Qualification: Score, route, and book with sales

Tools / Technologies Used:

  • ZoomInfo
  • LinkedIn Sales Navigator
  • Outreach
  • HubSpot
  • Salesforce
  • Public and Proprietary AI Tools

Involved Roles:

  • SDR / BDR (Execute outreach, qualify leads)
    Tools: Outreach, Salesforce, ZoomInfo
  • Data Researcher (Build ICP lists, enrich leads)
    Tools: LinkedIn, Apollo.io, Google Sheets
  • Campaign Coordinator (Schedule and track campaigns)
    Tools: HubSpot, Mailchimp
02

Sales Support and Pipeline Development

Activities:

  • Assist with quoting, RFPs, and proposal creation
  • Maintain CRM hygiene and reporting dashboards
  • Analyze pipeline health and sales KPIs

Sales/CX Role:

  • Sales Admin Support: Update deal stages and follow-ups
  • Proposal Management: Create and edit proposals
  • CRM Management: Clean, track, and report pipeline

Tools / Technologies Used:

  • Salesforce
  • HubSpot
  • PandaDoc
  • PowerBI
  • Excel
  • Public and Proprietary AI Tools

Involved Roles:

  • Sales Assistant (Manage CRM and follow-ups)
    Tools: Salesforce, Google Workspace
  • Proposal Writer (Prepare quotes and RFP responses)
    Tools: PandaDoc, Canva, Word
  • Sales Analyst (Report and analyze pipeline)
    Tools: PowerBI, Excel
03

Customer Experience and Support

Activities:

  • Deliver multichannel Tier 1/2 support
  • Troubleshoot product/service issues
  • Execute onboarding and success workflows
  • Capture feedback and manage satisfaction scores

Sales/CX Role:

  • Support Interaction: Respond to queries across channels
  • Escalation Management: Coordinate with Tier 2/tech teams
  • Success Outreach: Train and guide users through onboarding

Tools / Technologies Used:

  • Zendesk
  • Freshdesk
  • Intercom
  • Twilio
  • Aircall
  • Gorgias
  • Public and Proprietary AI Tools

Involved Roles:

  • Customer Support Agent (Handle Tier 1 tickets)
    Tools: Zendesk, Intercom, Gorgias
  • Tech Support Specialist (Resolve Tier 2 queries)
    Tools: Freshdesk, Loom
  • Customer Success Coordinator (Onboarding, outreach)
    Tools: Intercom, HubSpot
04

Feedback, Analysis & Retention

Activities:

  • Collect and analyze CSAT/NPS feedback
  • Recommend improvements from voice-of-customer
  • Drive renewals and upsells with success insights

Sales/CX Role:

  • CX Analytics: Survey management and interpretation
  • Success Reporting: Track engagement and outcomes
  • Retention Strategy: Deliver value-based check-ins

Tools / Technologies Used:

  • SurveyMonkey
  • Qualtrics
  • Google Forms
  • PowerBI
  • Public and Proprietary AI Tools

Involved Roles:

  • CX Analyst (Measure CSAT, feedback trends)
    Tools: Qualtrics, PowerBI
  • Account Coordinator (Assist in retention outreach)
    Tools: HubSpot, Gmail templates
  • Reporting Specialist (Dashboard builds)
    Tools: PowerBI, Excel

Stage | Key Customer Experience Roles

Stage

Key Roles

Bold’s 30-Day   Deployment™

Prove the Fit Through Real Work

Interviews and planning alone rarely reveal how well talent or solutions will perform once real work begins. True alignment becomes clear through execution inside real operating conditions.

Bold’s approach is built around this principle. The 30-Day Prove-It Deployment™ allows organizations to experience performance, collaboration, and fit through real work before making long-term decisions. This reduces risk, removes guesswork, and ensures expectations are validated through outcomes rather than assumptions.

(Terms and Conditions apply)

Comprehensive Remote Support for Sales & Customer Teams

Bold Business delivers scalable teams skilled in lead generation, pipeline management, customer success, and technical support. We help growth-focused companies drive engagement and increase conversion while aligning to your tools, metrics, and brand.

Customer Experience services are delivered through an AI-Amplified™ operating model, enabling both the initial proving phase and long-term operational scale while ensuring secure and consistent performance as customer needs evolve.

Management Process Support

Bold Business builds scalable marketing teams with deep channel expertise and agile operations. From strategy to execution, we help brands grow their reach, generate demand, and maximize return across every touchpoint and time zone.

Dedicated Team Leads and Campaign Managers

QA Programs and Creative Review Workflows

SOPs for Channel Execution and Campaign Cadence

Onboarding via Bold’s LMS

Custom Performance Dashboards via PowerBI

AI-Amplified™
Industry Expertise

Bold Business enhances industry expertise with AI-driven workflows that remove friction, accelerate execution, and improve decision-making. We achieve AI-Amplification™ through the use of Bold AI-Workbench™, enabling our specialists to do tasks faster, think deeper, and deliver higher productivity without compromising quality or human judgment.

The result: faster outcomes, smarter execution, and scalable impact across industries.

Partner with Confidence: Experience the Bold Business Advantage

Frequently Asked Questions
(FAQs)

What roles do you provide in business development and customer experience?

SDRs, BDRs, sales assistants, proposal writers, CX agents, success coordinators.

Yes. We work in Salesforce, HubSpot, Zendesk, Freshdesk, and more.

Absolutely. We provide global, shift-based coverage across languages.

Most teams can launch in 1–2 weeks with rapid scale-up options available.

Yes. Every engagement includes custom SOPs, QA checklists, and PowerBI dashboards.

Ready to Elevate your Customer Experience?

Let Bold Business show you how to accelerate your revenue and improve your CX using our AI-augmented execution model.

Customer Experience expertise should be demonstrated through dependable execution inside real workflows before support scales further.