See What's Inside

    1. 📒 1.1 What Counts as an Escalation

    2. 📒1.2 Spotting Escalation Triggers Early

    3. 🧠 1.3: Recognizing and Responding to Escalations

    4. ✔️ 1.4 Knowledge Check

    1. 📒 2.1 Mapping Escalation Tiers

    2. 📒 2.2 Defining Roles and Hand-offs

    3. 💼 2.3 Streamlining Support with Jira Service Management

    4. 🧠 2.4: Recognizing and Responding to Escalations

    5. ✔️ 2.5 Knowledge Check

    1. 📒 3.1 Language That Calms, Not Escalates

    2. 📒 3.2 Emotional Regulation for CX Professionals

    3. 🧠 3.3: Communicating Calm in Escalated Moments

    4. ✔️ 3.4 Knowledge Check

    1. 📒 4.1 Internal Escalations: Common Pitfalls

    2. 📒 4.2 How to Escalate Internally Without Blame

    3. 💼 4.3 Zendesk's Commitment to Empathetic Communication and Efficient Escalation

    4. 🧠 4.4: Escalating Internally Without Friction

    5. ✔️ 4.5 Knowledge Check

    1. 📒 5.1 Coaching Agents Through Escalation Moments

    2. 📒 5.2 Root Cause Reviews After Escalations

    3. 💼 5.3 Coveo’s Strategy for Coaching Agents and Preventing Escalations

    4. 🧠 5.4 Coaching, Review, and Prevention

    5. ✔️ 5.5 Knowledge Check

    1. 📒 6.1 Final Recap: Escalation Readiness Checklist

    2. 📖 6.2 Download Your Playbook

About this course

  • $149.00
  • 25 lessons
  • 0.5 hours of video content

FAQ

  • Do I really get to keep the playbook forever?

    Yes. Once you download a playbook, it’s yours for life — even if your access window ends.

  • How fast can I complete a playbook?

    Most leaders finish in under 2 hours, but you may be able to go faster. The goal is for you to quickly absorb the concepts and apply them immediately. They’re designed for busy CX leaders who want quick wins, not long lectures.

  • What if I buy one playbook and later want All-Access?

    No problem — we’ll credit your single playbook purchase toward your All-Access Pass.

  • What’s included in the All-Access Pass?

    Every current playbook, every new release for the year (rolling 12 month period), and all certification tracks. Plus, you can download and keep them all.

  • Are these playbooks for individuals or teams?

    Both. Many managers and directors start individually, then expand access for their team to scale faster.

  • Do you offer refunds?

    If the playbook isn’t what you expected, reach out within 7 days and we’ll do everything we can to make it right. Once a playbook has been downloaded, refunds aren’t available since you’ve already unlocked its value — but we’ll work with you to find a creative solution, whether that’s credit toward another playbook or helping you get the most out of what you purchased.

  • How do I know which playbook is right for me?

    Start with the Playbook Match quiz — it takes one minute and points you to the best fit for your role and goals. https://www.cxcollectiveadvantage.com/match