Marketing & CX Leadership 2025: CMO Priorities, AI, Retention and KPIs
Practical playbooks for support leaders to cut tickets, lift retention, and tie CX to revenue. Data-first AI, tight ops, clear metrics, and a 30-day plan you can ship now.

Marketing & CX Leadership: A Field Guide for Customer Support Leaders
There's a lot of noise about "marketing and CX leadership." Here's the signal for people running support teams. Use these trends to cut tickets, improve retention, and make your contact center a driver of revenue - not a cost sink.
AI in the Contact Center: From Hype to Help
Vendors keep shipping new "generative agents" for contact centers. Your job: turn them into measurable outcomes - lower handle time, higher containment, safer responses.
- Data first: Clean, current knowledge articles and macros. No AI fixes messy knowledge ops.
- Guardrails: Define red lines (refunds, PII, legal). Force human approval on risky intents.
- Pilot smart: Start with one queue and 5-10 high-volume intents. Track AHT, FCR, CSAT, and escalation rate.
- Human-in-the-loop: Agents approve/ edit draft replies for 2-4 weeks before any automation.
- Post-launch review: Weekly error analysis; update prompts, intent routing, and knowledge gaps.
If you need a simple framework for ethical and safe AI with humans involved, this guidebook helps: People + AI Guidebook.
Retention Beats Acquisition: Support Is the Multiplier
Money is tight. Winning is about keeping customers, not chasing new ones. Support owns the moments that decide churn or renewal.
- Core metrics: Customer Effort Score (CES), First Contact Resolution (FCR), Time to Resolution, Save rate, and Churn within 30/60/90 days of a critical ticket.
- Proactive saves: Flag risky events (billing fails, repeated bugs, onboarding delays). Reach out with a concrete fix and a timeline.
- Failure demand: Root out repeat contacts caused by unclear comms, broken flows, or poor handoffs.
- Expansion assists: Train agents to identify use cases that point to add-ons or higher tiers - without turning service into sales.
Want the research behind effort reduction? Start here: Stop Trying to Delight Your Customers (HBR).
Customer Advisory Boards → Support Advisory Circles
Marketing uses customer advisory boards. Support can run smaller, faster "Support Advisory Circles" with power users and high-value accounts. The goal: fix the right problems first.
- Who: Mix of advocates, neutrals, and critics; 6-10 customers per circle.
- Cadence: 60 minutes every 6-8 weeks with notes shared back to participants.
- Agenda: Top friction points, proposed fixes, experiment roadmap, and feedback on outcomes.
- Incentive: Early access, recognition, and a direct line to product leadership.
Contact Center 2025: What to Track
Whether you're on-prem, cloud, or hybrid CCaaS, measure what moves retention and cost-to-serve. Keep reporting simple, visible, and tied to action.
- Quality & speed: FCR, AHT, ASA, SLA, Abandonment
- Experience: CSAT, CES, Sentiment on escalations
- AI performance: Bot containment, intent accuracy, safe-response rate, deflection quality
- Business impact: Save rate, NRR influenced by support, Cost per contact
- Risk & compliance: PII handling, policy overrides, audit pass rate
Discipline Over Disruption: Cut Waste, Tighten Ops
Big bets are fine. Waste isn't. Run your team on short learning cycles and ruthless prioritization.
- 90-day roadmap: 3 outcomes, 3 metrics, 3 constraints to remove. Everything else is backlog.
- Weekly ops review: Queue health, SLA risks, top 5 drivers, and one experiment per team.
- Cost-to-serve mapping: Find the flows that drive repeat contacts, refunds, or manual escalations - fix those first.
Social Channels (Yes, Even TikTok): Service Over Noise
Social isn't just for marketing. Customers expect help wherever they talk. If your audience lives on TikTok or X, set crisp response rules.
- Routing: Triage by intent; public replies move to private channels fast.
- Playbooks: Pre-approved responses for outages, billing, abuse, and legal issues.
- Tools: Unified inbox, sentiment flags, escalation macros, and clear SLAs.
Experimentation Mindset: Small Tests, Real Wins
Borrow from growth teams. Treat every change as a test with a control. Ship in days, review in weeks.
- For AI: Offline eval sets, shadow mode, then limited production with rollback ready.
- For people/process: A/B test scripts, forms, and workflows. Keep what moves FCR and CES.
Why B2B Deals Stall - And How Support Unblocks Them
Sales slows down when buyers fear risk. Support removes that fear.
- Proof: Publish case studies on recovery times, security posture, and uptime during incidents.
- Standards: Share SLAs, support tiers, and response playbooks early in the cycle.
- Readiness: Fast-path security questionnaires and a public status page.
Your 30-Day Action Plan
- Day 1-7: Audit knowledge base and top 20 intents. Patch the top 10 broken articles.
- Day 8-14: Set a pilot for AI-assisted replies on one queue. Define guardrails and metrics.
- Day 15-21: Launch a weekly ops review. Start one save-play for high-risk customers.
- Day 22-30: Form your first Support Advisory Circle. Commit to one product fix per month from this group.
Skill Up Your Team
If you're building AI-savvy support workflows, structured learning helps. Explore role-focused options here: AI courses by job or scan the latest programs: Latest AI courses.
Keep it simple. Measure what matters. Fix the friction your customers feel this week - and your renewal math improves fast.