The Connected CX Workshop.
A live two-hour session for coaches, creators, and community owners ready to stop scrolling for answers — and start running their client experience like the CEOs they already are.
Hi, hey, hello there. Let's talk about how you actually run your business.
You have dashboards for sales. Reports for finances. Analytics for marketing. Lists of tasks you have to get done. I see you — and you make actual decisions based on actual numbers in almost every part of your company.
And then there's your community. Or your client list. Or your students. The part of your business you care about most.
You log in. You scroll. You squint at the customer data and think I'll come back to this when I have time. And then you never have time, because running a business is a thing.
This right here is a major data-blind spot for a ton of people. You start seeing members cancel because you didn't realize they didn't see value in time. Clients who don't renew because you missed the early signs. Content you keep making because somebody once said they liked it, and now you don't know if it's actually working.
The good news: a lot of the tools we use every day — Claude, Circle, Slack, Notion, Asana, thousands more — can now talk to each other through these things called MCPs. Which means you can finally have a live data analyst and an extra set of hands ready to work on the relationship side of your business.
So that's what we're doing in two hours. Pinky promise.
Here's the thing about MCPs.
You don't need to know what one is yet. By the time we move past the first ten minutes of the workshop, you will. And it will be the easiest tech concept anyone has ever explained to you.
The short version? MCPs are how AI tools like Claude finally get permission to look at your stuff — and do things with it. Your community data. Your CRM. Your Slack channels. Your Notion. Your Gmail. The whole shebang you're already working with.
A working session, not a passive watch.
- →Prompts you can use the same day
- →The five questions every CX founder should answer
- →A clear, honest sense of what to do next
You run a paid community, a coaching practice, a course with active students — or any kind of business where client experience is a lever for getting people wins and building revenue. You're a coach, course creator, membership host, mastermind owner, or service provider. The keeper of relationships.
You may already use AI for content. Planning. The occasional brainstorm when you're stuck. But now you want to bring it into the client side of things — in a way that feels warm and intentional, not weird and robotic. Because you're a people-first type of person. (Same.)
Or maybe you just want more time and brain space to actually show up for your people. Less Circle thread hunting. Less Slack scrolling. More solving and sitting with the fun nitty-gritty.
Sound like you? Cool. Let's keep going.
So here's some of what we're covering.
What MCPs are, in plain language
By the time we move on, you'll know what an MCP is, what it does, and why this is a meaningful shift. If you've ever felt vaguely behind on AI, this section alone will fix that.
Why CX has been your data-blind spot
What it actually costs when you can't see what's happening across your community, why most founders run on instinct — and what changes when you stop guessing.
Claude + MCPs for your client experience
The GOOOODS. Pulling member data. Spotting who's slipping. Drafting engagement plans. Generating health reports. The mountain-moving stuff, made small.
The five strategic questions
Five questions that, if you could answer them on demand, would change how you lead.
Live demos in Circle & Slack
You watch me actually do the things. For the visual learners out there.
Your next step, made clear
What to confidently DIY, what's worth having someone build properly. An honest read on both paths.
I'm Natalie.
I run Perfect Your CX, a consultancy focused on the post-sale side of client experience. The onboarding. The retention. The community strategy. The part where someone says yes to working with you — and you actually have to deliver.
I've spent 10+ years doing CX work at companies like Meta, Google, Kustomer, and Mighty, plus a handful of startups and nonprofits where retention wasn't a nice-to-have — it was the thing keeping the lights on.
These days I work with founders and community owners on the customer cycle that happens after the sale. I've also been one of the early users of MCPs with Claude — specifically inside Circle and Slack — which is part of why this workshop exists. (Yay.)
If that lines up with what you're trying to figure out, you're in the right place. I cannot wait to hang.
What's included.
A complete kit — for the workshop, and for the weeks after, when you're actually putting it to work.
- The live workshop2 hours · Thursday, June 4 · 3 PM ET
- The full recordingBecause life be lifing
- A starter prompt libraryYours to edit and use
- The five-questions reference docFor the CX-focused founder
- $400 off The Connected Community BuildThe done-with-you version — I set the whole thing up around your needs
That's what she said. 😊
Two hours that change how you see the people you serve and how you show up for them.
Reserve your seat→Quick Note: Some platforms like Circle require a pro account. If you're unsure, send me a note with the platforms you'd want to integrate — I'll let you know the requirements before you sign up.
You walk away knowing how to use Claude as your data analyst and your extra set of hands for the relationship side of your business. AI clears the runway, so you can do more of the part only you can do.
Ready?
Questions? DM me or reach out at natalie@perfectyourcx.com