The Strategic Ticket Tagging Playbook
Spot insights faster, your tagging playbook is here with guided walkthroughs in under 2 hours. Start and stop anytime. Your playbook is yours forever.
Inside This Playbook
📒 1.1 What Tagging Really Is (And Isn’t)
FREE PREVIEW📒 1.2 Why Tags Matter: From Chaos to Clarity
📒 1.3 Types of Tags and When to Use Them
📒 1.4 Structuring Tags: A Practical Starter Guide
💼 1.5 Zendesk: Building a Scalable Tagging Foundation
🧠 1.6 Tagging Foundations & Strategy
✔️ 1.7 Knowledge Check
📒 2.1 The Anatomy of a Good Tag Structure
📒 2.2 How to Choose What to Track
📒 2.3 Designing Tags for Human Use (Not Just Reports)
📒 2.4 Advanced Tag Architecture: Flat, Prefix, and Nested Models
💼 2.5 SentiSum: Enhancing Support Operations with AI-Driven Tagging
🧠 2.6 Structuring Tags for Clarity, Scalability, and Action
✔️ 2.7 Knowledge Check
📒 3.1 Mapping Tags to Your Workflow
📒 3.2 Training Agents to Tag Accurately
📒 3.3 Agent QA and Feedback Loops for Tag Health
📒 3.4 Tag Governance: When to Revise or Replace Tags
💼 3.5 MeUndies: Building a Tagging Strategy That Powers Data-Driven Support
🧠 3.6 Making Tagging Work in Real Life
✔️ 3.7 Knowledge Check
📒 4.1 From Tags to Insights
📒 4.2 Reporting Without Overwhelm
📒 4.3 Presenting Tag-Driven Insights Internally
💼 4.4 Schuh: Leveraging AI-Driven Tagging for Strategic Insights
🧠 4.5 Turning Tags into Strategic Insight
✔️ 4.6 Knowledge Check
📒 5.1 Wrap up
📖 5.2 Download Your Workbook
Yes. Once you download a playbook, it’s yours for life — even if your access window ends.
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.
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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.
Both. Many managers and directors start individually, then expand access for their team to scale faster.
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.
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