Build on data, not code.
Follow a new service from a few sentences to a website, a request and the work your team does next. Then change the experience without starting over.
Start with your offering
Describe the service you want to launch, who it is for and how your team should handle a request. Add your existing brand and the business information it needs.
Offering
A new service a customer can request.
Audience
Who the service is for.
Request handling
What your team does next.
Brand and business information
The existing context the offering follows.
Build the customer experience
Ask: “Launch our new service with its own website and customer experience, using our brand.” Agents create the service’s brand from yours, its website and its request form. The experience draws from the same business definitions.
Brand
From your existing brand.
Website
Explains the same offering.
Request form
Captures what the customer needs.
Business definitions
The same business definitions connect it.
Put each request to work
A customer sends a request from the website. It reaches your team’s workspace with everything they asked for, so your team can handle it in the context of the offering and its rules.
The website, the request and the work behind it stay connected. See what agents changed and why, then change the rules yourself.
Customer request
Sent from the website.
Offering
The same offering stays with the request.
Team workspace
Everything the customer requested, together.
Rules
The rules for handling this request.
Change the business together
Ask: “Start selling this to teams.” A team plan appears on the live pricing page, a company-size field appears on the request form and a rule sends team requests to sales. The next move starts from the business already there.
Offering
A service a customer can request on the site.
Request
A customer asking for an offering, with the needs they stated.
Team request
A request where company size is more than one person. new
Rule
Team requests go to sales. new
Why:“Start selling this to teams.”
