The Connected CX Session.
A one-on-one working 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 our session, 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, just the two of us.
- →Custom prompts tailored to your business' client experience
- →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 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 and client base.
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 work inside your actual tools
This isn't a demo on my screen using a fake community. We're going to work inside YOUR Circle, YOUR Slack, YOUR Notion, whatever you're using. The prompts we build are the prompts you'll actually use.
Your custom prompt library, finalized after the call
We workshop together on the call, then I clean everything up after and send you a finalized prompt library built around what we covered. Yours to keep, edit, and grow as necessary.
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 session 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 our session, and for the weeks after, when you're actually putting it to work.
- Pre-session intake formSo I show up to our call already prepared with your business in mind
- 60 minutes live on ZoomWorking inside your actual tools and community
- A finalized prompt libraryTailored to your specific community and tools, delivered after the session
- Session summarySo you have it documented and ready to reference
- The five strategic questionsEvery CX-focused founder should be able to answer about their business
That's what she said. 😊
Early Bird Bonus.
Book your session during the month of May and receive a complimentary community experience audit.
I'll review your community setup, engagement patterns, and client touchpoints — then send you a personalized report with clear, actionable recommendations before our call even starts.
Claim your bonus→A working session that changes how you see the people you serve and how you show up for them.
Book your session→BOOK YOUR SESSION VIA THE TWO PAYMENT OPTION HEREQuick 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.