Customer Engagement OS

Best practices, apps, experts, and templates in one place. Get access to this free tool and build a customer engagement plan for your business. 

A step-by-step guide covering every aspect of customer engagement

  • Understand your customers and their experience 
  • Create a powerful onboarding experience
  • Educate customers and communicate 
  • Nurture relationships
  • Build trust
  • Cultivate culture and celebrate
  • Measure and improve

Engaging customers is multi-dimensional. Make sure nothing falls through the cracks. 

Customer engagement is all about moving away from one-off transactions and delivering seamless customer experiences. Easier said than done though! 

It is a battle on many fronts and involves optimizing your team structure, operations, and tech stack. That’s why creating a holistic customer engagement plan that considers all these moving parts takes time, money, and of course, a great team.

This free tool is designed to help you with that! It provides a breakdown of all aspects of customer engagement and introduces templates, tools, experts, and more for each step.

Get it for free and start building your own customer engagement plan.

What you’ll find inside

162 Apps

See what you need to build your customer engagement engine.

400+ Resources

Get deeper into any topic with articles, books, podcasts, and webinars.

245 Experts

Follow them on social media to expand your knowledge or get a helping hand when needed.

Ready to engage your customers?


Evaluating different community platforms based on known business needs can be time-consuming. Apart from that, often there are latent needs that can potentially remain unidentified and later cause issues when building the actual community.

CommunityScout considers a wide range of factors and centralizes community software comparison data points so you can make an informed decision. This will save you time during the research process and help you understand what kind of factors you should consider for building online communities.

Here is a brief overview of the different factors considered: goal for building a community, customization options, the ability to add new functionality to the community, direct integrations, embed tools, growth & engagement tools, administration, analytics, pricing, and more!

Yes, it is completely free to use Community Engagement OS. It gives you all the resources you need to create a holistic customer engagement plan.

Customer Engagement OS is divided into seven steps. You can choose to start from the first one and follow the step-by-step flow, or you can simply pick the topics that matter to you most and tackle them first.
In every step, you’ll find several related articles, templates, apps, and experts. These will help you get deeper into every topic, build your tech stack, or get the help you need.

Tribe is a customer community platform designed to help businesses drive customer success, scale customer education, improve customer support, collect product feedback, and engage customers.
It is popular for its customizability, the ability to deeply integrate into products, and a thriving app ecosystem that extends the functionality of the communities.