Clarity workshop: Strategic, operational and technical approaches to excellent customer service
We understand customer service processes as well as technology, engineering, IT, AI and interfaces.
Technology where it makes sense – people where it’s necessary!
Why a clarity workshop?
When it comes to customer service, many companies focus on tools and technologies. However, they often lack a holistic view. Customer service is more than just a silo; it is part of the entire customer journey.
Our 3 pillars for excellent customer service
Strategic
We work with you to develop a clear vision and specific goals for your customer service – from positioning to KPI definition. Strategically sound and practical.
Operational
Processes, team structures and customer journey mapping. We look at how your service really works – through shadowing, interviews and joint workshops.
Technical
Tool landscape review, AI use cases and automation potential. We help you deploy the right technology – where it really makes sense.
The process: From kick-off to roadmap

1. Workshop preparation
Identify topics, create an agenda, define participants. Together, we prepare the workshop so that we can work in a focused and efficient manner.

2. Workshop implementation
Clarify expectations, define goals and visions, shadow customer service, analyse processes, develop a roadmap and define specific action items.

3. Follow-up
Document results, finalise the roadmap and define the next steps. You will receive a clear, actionable basis for the coming months.
Our common goal
Working together to deliver excellent customer service
With shared KPIs, best practices and a clear roadmap. We don’t view customer service as a silo, but as an integral part of the entire customer journey.
Ready for the next step?
Let’s work together to create clarity and take your customer service to the next level.
What makes us special?
Holistic approach
We understand customer service processes just as well as technology, IT, AI and interfaces. Not viewed in isolation, but integrated into the entire customer journey.
Technology where it makes sense
We rely on the right mix: technology and AI where they really add value. People where empathy and personal contact count.
Practical roadmap
No theoretical slide battles. You will receive a concrete, actionable roadmap with quick wins and long-term strategic levers.
Measurable results
Common KPIs and best practices ensure that success can be measured. CSAT, ESAT and other relevant metrics remain in focus.
Let’s find out together what you really need!
Leafworks helps companies make customer processes more efficient, digital and customer-centric. We optimise processes, integrate systems and implement automation. This takes the pressure off your teams and increases customer satisfaction. With our experience from a wide range of projects, we combine technical expertise with a clear view of business goals. We support you in optimising the customer journey, CX and customer service processes. Our customers appreciate our practical approach to collaboration and rapid implementation, which delivers immediately noticeable results.
Robert Cwicinski
Customer service and technology expert
- Customer-Service-Prozesse
- Automation
- Integrations
- Customer Journey
- Tech + AI