
Enable your teams to take actions that result in better outcomes for your customers and your company
Customer engagement playbooks present the context, communication and actions your customer-facing teams need to maximize the value of your customer relationships. This information is delivered through the channel that’s most convenient for your employees. Traditionally, the kinds of actions these playbooks enable your teams to execute would require hours of research and combing through multiple tools, but with our customer engagement playbooks service, we take that responsibility off their backs, freeing them to spend more time working directly with your customers.
The benefits of Customer Engagement Playbooks
Your teams won’t have to spend an exorbitant amount of time researching your customers, hypothesizing how to act impactfully and composing personalized communications.
Fewer logins
Increased efficiency
Business-aligned results
“Because each recommendation is highly vetted and includes the data to confirm the recommendation and an easy way to act on it, [New Breed] has definitely helped us reduce the amount of time that we spend on our proactive outreach.”
Eric Wu | Head of Customer Success | Sentieo

The success of your company depends on the success of your customers
By enabling your teams to provide the best service and support to your customers, you’re creating loyal customers who will want to continue working with your company for the long-run. These resources will help you create the best possible customer experience.
Explore Resources
Process
How we craft your playbooks

Gather and discover
Technical experts extract and load data from source systems such as your CRM, ticket manager, subscription manager and product usage monitor into a staging environment. Then they use proprietary tools to identify key components of the raw datasets.

Cleanse and transform
The unstructured data is organized and cleaned to reduce redundancy and improve data integrity. This process lays the foundation to unify data from the disparate systems into a single source of truth for key information like MRR and segment performance.
Merge and enrich
Once data has been properly organized, it's fully enriched with any missing data points and merged into a single usable dataset, making it possible to identify patterns, capitalize on strengths and improve weaknesses in your customer base.
Analysis
Our customer success experts review the comprehensive dataset to determine the best actions your employees can take for the health and growth of your company. We identify which customers need action, what actions should be taken and how to best enact those steps.
Deliver recommendations
The recommended actions, who they’re targeted for and everything needed to implement them is delivered straight to your team’s inbox. Your team can then carry out the play with a single click or edit the provided template to customize it further.
Gather and discover
Technical experts extract and load data from source systems such as your CRM, ticket manager, subscription manager and product usage monitor into a staging environment. Then they use proprietary tools to identify key components of the raw datasets.

Cleanse and transform
The unstructured data is organized and cleaned to reduce redundancy and improve data integrity. This process lays the foundation to unify data from the disparate systems into a single source of truth for key information like MRR and segment performance.
Merge and enrich
Once data has been properly organized, it's fully enriched with any missing data points and merged into a single usable dataset, making it possible to identify patterns, capitalize on strengths and improve weaknesses in your customer base.
Analysis
Our customer success experts review the comprehensive dataset to determine the best actions your employees can take for the health and growth of your company. We identify which customers need action, what actions should be taken and how to best enact those steps.