Category Archives: Customer Experience

Losing Deals to a Competitor’s Experience, Not Their Price

Losing Deals to a Competitor's Experience, Not Their Price

by Braden Kelley and Art Inteligencia

There’s a specific kind of loss that stings more than losing on price, and it’s becoming more common: a deal you were competitive on, with a product that stacked up well, lost anyway — and the reason, when you dig into it, wasn’t the product at all. It was how easy the competitor was to do business with.

Why this loss is harder to see coming

A price loss shows up cleanly in a deal review. Someone quotes a lower number, the math doesn’t work, everyone understands what happened. An experience loss is messier — it rarely gets stated in those terms. The prospect says something vague about “fit” or “timing,” and the real reason (a confusing proposal process, a slow response to a technical question, friction in the trial) never makes it into the CRM note at all. Sales teams are generally good at capturing price objections and bad at capturing experience ones, because experience friction often isn’t recognized as the actual cause even by the prospect who felt it.

The tell that this is happening to you

If your win-loss reviews keep landing on soft, hard-to-pin-down explanations — “they went with someone who felt more aligned,” “the timing wasn’t right on our side” — that vagueness is itself a signal. A genuine timing or budget loss usually has a specific, nameable cause. A persistent pattern of vague ones often means the real cause is something nobody on your team experienced directly enough to name: the prospect’s experience of your process, compared to a competitor’s.

Where these losses actually happen

They rarely happen at the final pricing conversation. They accumulate earlier — in how quickly a technical question gets answered during evaluation, in how many people the prospect has to loop in to get a straight answer, in whether the trial or demo experience felt like something built for them or something generic run through for everyone. By the time price comes up, a prospect who’s had friction throughout the process is already primed to see a competitor’s slicker experience as the safer bet, even at a similar or higher price.

Why your team usually can’t self-diagnose this

The people running your sales and onboarding process are, understandably, not well positioned to evaluate whether that process creates friction — they’re used to it, they know the workarounds, and what feels like a minor extra step to someone who does it daily can feel like a real obstacle to a prospect experiencing it for the first time. This is a case where walking the actual prospect journey firsthand, the way an outside evaluator would, tends to surface friction that’s become completely invisible to the people running it.

What to do once you suspect this is the pattern

The instinct is usually to ask sales for more detail in win-loss interviews, and that helps, but it’s limited by the same problem — you’re asking people to accurately recall and report friction they may not have consciously registered as friction. A more reliable approach is auditing the actual buyer and evaluation journey directly: walking it the way a prospect would, mapping where friction lives at each touchpoint, and benchmarking specifically against how the competitors you’re losing to run their own process.

If this pattern sounds familiar — technically competitive deals lost for reasons nobody can quite pin down — a Customer Experience Audit scoped to your sales and evaluation journey, including direct benchmarking against the competitors you’re actually losing to, is built for exactly this. And if you want a rough sense of what those losses are costing before scoping an engagement, the CX ROI Calculator is a fast way to start putting a number on it.

Customer Experience Audit Checklist

Download the Customer Experience Audit Checklist as a PDF

Image Credits: Gemini

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article.

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New CX Leader? Why an Independent Audit Belongs in Your First 90 Days

New CX Leader? Why an Independent Audit Belongs in Your First 90 Days

by Braden Kelley and Art Inteligencia

Walking into a new customer experience role — CX lead, CMO, VP of Customer Success — comes with an unspoken clock. You have a window, usually measured in months rather than years, where you’re expected to understand what you inherited and start showing you can improve it. Most new leaders spend that window doing exactly the wrong thing first.

The trap of trusting what you’re told

Every new leader inherits a story about the customer experience, told by the people who built it. It’s rarely dishonest — it’s just inevitably shaped by whoever’s closest to each part of the business, and by what the previous regime chose to measure and report upward. Spending your first quarter absorbing that story, then acting on it, means your first major decisions are built on someone else’s blind spots, not your own judgment.

Why independence matters more here than almost anywhere else

An internal review, run by your own team in your first months, has a structural problem: the people doing the reviewing often have a stake in what it finds, whether or not anyone intends that. A team that built the current onboarding flow isn’t the ideal group to independently evaluate whether it’s working. An independent audit doesn’t carry that conflict — it walks the journey and evaluates the data with no incentive to protect any particular decision that came before you.

It gives you a real baseline, not a borrowed one

Six months from now, when you’re reporting on what’s improved, you’ll want a credible “before” picture that isn’t just a set of dashboard screenshots someone else built. An audit run at the start of your tenure — covering validated personas, a current journey map, an honest read of the existing data, firsthand walkthroughs of the real experience, and a look at how you compare to competitors — becomes the fixed point everything else gets measured against. Without it, your progress reporting six or twelve months in rests on metrics your predecessor chose, defined, and possibly optimized for their own narrative.

It tells you where to spend your political capital first

New leaders get a limited amount of organizational goodwill to spend on change, and spending it on the wrong priority is one of the most common ways a promising tenure stalls early. A structured audit gives you a prioritized, evidence-based view of where the real gaps are — not the loudest complaint in the building, not the pet project someone’s been pushing for years, but where the customer data and the firsthand journey walk actually point. That’s a far stronger position to walk into your first big budget conversation from than “my gut says we should fix X.”

It’s a credibility move, not just a diagnostic one

There’s also a simple organizational-politics benefit that’s easy to underrate: commissioning an outside, objective audit early signals that you’re not there to defend the status quo or protect any particular team’s prior decisions. That reads very differently to a skeptical organization than announcing changes based on your own first impressions, however well-founded those impressions might be.

Where to start

If you’re inside your first few months in a CX role and want to see where an independent read of your team’s own current state stands, the Customer Experience Audit Checklist walks through the same five activities a full audit runs. And if you want a defensible number to bring into your first budget conversation, the CX ROI Calculator is a fast way to get one. When you’re ready for the real diagnostic, a Customer Experience Audit run in your first 90 days gives you the independent baseline every decision after that can stand on.

Customer Experience Audit Checklist

Download the Customer Experience Audit Checklist as a PDF
Image Credits: Pexels

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article.

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2026 Customer Service and CX Trend Predictions

2026 Customer Service and CX Trend Predictions

GUEST POST from Shep Hyken

Welcome to my annual article featuring customer service and customer experience (CX) trends and predictions. This year is another two-part article divided into two specific categories. Part One features trends and predictions that have little or nothing to do with AI. It may be that technology, including AI, helps drive the trend, but the overarching concept is not specific to AI. Part Two (coming next week) will include my AI and technology predictions. With that in mind, here are the first five of my 10 predictions:

  1. When it comes to customer service and CX, customers continue to be smarter. I’ve opened with this same trend for several years, and it is becoming more relevant each year. Our customers know what great customer service is. They don’t compare you to your direct competitor. Instead, they compare you to their favorite company or brand to do business with. That sets a subconscious benchmark for what they consider good service. Brands like Amazon, Apple, Costco, Ritz-Carlton and others known for delivering a great experience are who you are now compared to.
  2. Proactive service will become a new competitive advantage. Convenience and speed have been important competitive differentiators. Now, we can add the concept of proactive service. Proactive service equates to “no service,” meaning customers don’t have to reach out because you’ve already fixed the problem or communicated with them before they needed to. For example, you receive an email or text message from your internet provider informing you of an outage, with updates on the progress they are making to repair the problem. Or the airline that informs you of a travel delay and automatically re-books you so you don’t have to pick up the phone and wait on hold to talk to an agent.
  3. Customers will expect companies to value and respect their time. My annual customer service and CX research finds that the importance of a company valuing its customers’ time is increasingly important. Customers equate speed with respect, and anything that they consider a waste of time, such as waiting on hold, repeating themselves, being transferred numerous times or anything else that steals their time away, is inconvenient friction that will cause customers to switch to a competitor, hoping for a better experience.
  4. Employees will expect the same experience internally that customers expect externally. Getting and keeping good employees has never been more important—and difficult. Customer experience starts on the inside of the organization. Treating employees the same way you want customers to be treated sets a standard. In addition, employees can’t deliver a great experience if they are struggling with broken systems, unclear processes and outdated tools. While I’ve written about this many times over the years, it seems to be one of the topics that comes up in almost every conversation I have with the leadership of a company.
  5. Trust will be recognized as part of the customer experience. Of course, the customer expects you to do what you say you will do. It’s always been that way. Customers want to do business with a company that delivers what it promises, with integrity and aligned values. And when companies deliver a better customer experience, they earn greater trust from their customers. (According to my annual CX research, 83% of consumers said a good customer experience increases their trust in a company or brand.) However, no matter how friendly and nice a company treats its customers, if the customer doesn’t get what they expect or there are ethical issues, it’s game over.

Most of these trends and predictions shouldn’t surprise you. The customer’s knowledge and experience with companies that excel in CX play a role in putting these trends and predictions in the spotlight. To make these trends actionable, consider the following:

  • Don’t compare your service experience to your direct competition, but instead to your favorite companies to do business with outside of your industry.
  • Be proactive and fix problems or communicate with customers before they contact you.
  • Identify the friction that causes customers to “waste time,” and work to eliminate or mitigate the friction.
  • Treat your employees the way you want your customers to be treated. Your CX strategy starts on the inside of your company.
  • Do what you promise. Whenever a customer decides to do business with you, there is an implied contract. In addition, an ethical breach becomes a bigger issue than just losing one customer. It puts your company’s reputation in jeopardy.

These trends aren’t complicated, but they are important. When companies focus on what customers value most (ease, honesty and consistency), they earn trust, loyalty and repeat business.

This article was originally published on Forbes.com.

Image Credits: Shep Hyken

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Customer Experience Audit for B2B SaaS

What Makes This Journey Different

Customer Experience Audit for B2B SaaS

by Braden Kelley and Art Inteligencia

Most customer experience frameworks are written with a single decision-maker in mind — one person, one moment of dissatisfaction, one chance to leave. B2B SaaS almost never works that way, and an audit approach borrowed from consumer retail will miss most of what actually matters in a software buying and renewal relationship.

The journey has more than one customer in it

A single SaaS account often includes a buyer who approved the budget, an admin who configured the product, and a set of end users who never spoke to sales at all and may not even know your company name. Each of these roles experiences a completely different journey, forms a completely different opinion, and has completely different influence over renewal. An audit that only interviews the buyer — the person easiest to reach — misses the end users whose day-to-day frustration is often what actually drives churn, quietly, long before a renewal conversation happens.

Onboarding failures don’t show up until months later

In consumer contexts, a bad first experience usually shows up immediately — a return, a one-star review, a quick churn. In B2B SaaS, a confusing onboarding often doesn’t kill the relationship on day one. It just means the product never gets adopted the way it was sold to be used, usage stays shallow, and the account quietly becomes a non-renewal a year later for reasons that trace directly back to week one. Walking the onboarding journey firsthand — not reviewing the onboarding flowchart, but actually going through it as a new user would — is where this kind of audit consistently finds the most expensive gaps.

Support tickets are a lagging indicator, not a leading one

By the time a SaaS customer files a support ticket, they’ve usually already tried to solve the problem themselves, asked a colleague, checked the help docs, and given up more than once. The ticket is the tip of a much larger iceberg of friction that a support-ticket dashboard alone will never show you. This is exactly why data evaluation in an audit has to be paired with firsthand journey walking — the tickets tell you what people were frustrated enough to report; the journey walk tells you everything they weren’t.

Expansion revenue depends on trust building quietly in the background

Upsell and cross-sell in SaaS rarely happen through a single sales conversation — they happen because a champion inside the account has quietly built confidence in the product over months of ordinary use. Every piece of friction in that ordinary use is a small tax on that trust, invisible individually, but cumulative. An audit that maps the full post-sale journey — not just the support-facing parts — is usually where the connection between “small usability annoyance” and “expansion revenue we didn’t get” becomes visible for the first time.

Competitive benchmarking means something different here

In B2B SaaS, your real competitive benchmark often isn’t your closest direct competitor — it’s the best onboarding flow or support experience your buyer has encountered anywhere in their software stack. B2B buyers import their expectations from whatever consumer-grade product experience they use daily, which means “good enough” is a moving target set well outside your own category.

Where to start

If any of this sounds like it’s describing gaps you suspect exist but haven’t confirmed, the Customer Experience Revenue Leakage Self-Assessment is a good first step to see where your own program stands across the five core audit activities. From there, a Customer Experience Audit scoped specifically to a multi-stakeholder SaaS journey — buyer, admin, and end user — finds what a single-persona review structurally can’t.

Download the Customer Experience Audit Checklist as a PDF
Image Credits: Pexels

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article.

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The Revenue Hiding In Plain Sight

The Revenue Hiding In Plain Sight

by Braden Kelley and Art Inteligencia

Why your gut already knows something’s wrong, and how to finally prove it.

You’ve seen it before. The numbers look okay on paper, but something just doesn’t feel right. Churn is creeping up. Conversions aren’t where they should be. Your support team is busier than ever. Yet, when you dig into the dashboards, nothing is jumping out and screaming for your attention.

So, like so many leaders do, you wait. You hope it’s a blip. You tell yourself the team will course correct. But deep down, you already know what’s really going on… Your customers are quietly voting with their feet.

Here’s the hard truth: The biggest threats to your revenue aren’t always obvious. They’re hiding in the frustrating onboarding flow your team has grown numb to. They’re buried in the clunky renewal process that only your customers seem to notice. They’re tucked away in the dozen micro-moments of friction you’ve accepted as “just the way things are.”

If You Can’t See It, You Can’t Fix It

For years, we’ve obsessed over measuring sentiment. NPS, CSAT, and star ratings all have their place. But as an experience designer, I can tell you this: sentiment doesn’t always open up a spreadsheet. Revenue does.

The problem is, most organizations don’t have a way to connect those frustrating customer moments to the bottom line. The result? CX initiatives get deprioritized, underfunded, or worse… they become shelfware because leaders can’t see the business case to act.

That’s exactly why I created the CX Revenue Leak Self-Assessment.

Five Minutes To Clarity

This isn’t just another survey. It’s a reality check for growth-minded leaders. In just five minutes, you’ll answer seven pointed questions about churn, conversions, support costs, renewals, customer sentiment, visibility, and your team’s ability to act. What you get in return is immediate clarity.

You’ll walk away with a Leak Score that tells you if you’re in a low, medium, or high-risk category, a laser-focused tip you can act on today, and a clear path forward. No email gate to get your results. No fluff. Just the truth about where your revenue is at risk.

So, if that nagging feeling hasn’t gone away, don’t ignore it. Take the CX Revenue Leak Self-Assessment right now and finally put a number to what your gut has been trying to tell you.

From “How Bad Is It?” To “How Much Can We Recover?”

Once you know where the leak is coming from, the next logical question is always, “how much is this actually costing us?” That’s where our CX ROI Calculator comes in. It’s the perfect companion to your results, helping you model a realistic, defensible range of recoverable revenue in seconds. It’s not the focus, but it’s the tool that will get your CFO nodding their head.

When You Need More Than a Quick Fix

Sometimes, a tip and a number are enough to get the ball rolling. Other times, you need to go deeper. You need to uncover the root cause of that leak, prioritize what to do first, and build a roadmap your team will actually adopt. Not one that collects dust.

That’s the heart of our independent Customer Experience Audit. It’s built on a simple belief: human-centered change only works when it’s paired with a business case that’s undeniable. That’s why we don’t just hand you a report, we deliver a 3-week action plan with effort vs. impact and estimated revenue lift for each of your top priorities.

The Cost of Waiting Is Greater Than You Think

Every day you wait to address that friction is another day of lost revenue you won’t get back. The good news? You don’t have to boil the ocean to make progress. You just need to start by shining a light on your biggest leak.

So, do what great leaders do. Get curious. Get clarity. Then, get moving.

Start Your 5-Minute Assessment Now

Your customers are already telling you something. It’s time to hear what their actions are saying about your revenue.

Image Credits: Microsoft AI

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Microsoft AI to clean up the article.

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7 Signs Your Company Needs a Customer Experience Audit

7 Signs Your Company Needs a Customer Experience Audit

by Braden Kelley and Art Inteligencia

Most companies don’t wake up one day and decide they need a customer experience (CX) audit. They notice something’s off — a number that won’t move, a complaint that keeps recurring in slightly different words — and spend months treating the symptom before anyone names the actual problem. If any of the following sound familiar, that’s usually the moment to stop treating symptoms.

1. Your satisfaction scores have plateaued, not declined

A declining NPS is easy to act on — something clearly broke, and you go find it. A plateaued score is harder, because nothing is obviously wrong, and yet nothing is getting better either, no matter what you try. That’s usually a sign the problem isn’t in the parts of the experience your survey is capturing. It’s in the parts nobody’s measuring.

2. Customer complaints keep circling the same theme without ever naming the same issue

Different words, different tickets, different customers — but if you squint, they’re all describing the same friction from slightly different angles. That pattern usually means the actual root cause is a step upstream of where the complaints are landing, and no one’s traced it back far enough to find it.

3. Your team has strong opinions about “what customers want” — and no recent research to back it up

Every organization develops internal folklore about its customers over time, and folklore calcifies fast. If the last time anyone formally validated your personas was more than a year or two ago, there’s a real chance the assumptions steering your roadmap and your customer’s actual expectations have quietly drifted apart.

4. Frontline teams routinely “work around” the same problem instead of escalating it

When support or sales staff have built informal scripts or manual fixes for a recurring issue, that’s a sign the organization has adapted to a problem instead of solving it. It also means leadership likely has no visibility into how often it’s happening, because a workaround is specifically designed not to generate a ticket.

5. You’re investing in acquisition, and retention isn’t keeping pace

New customer growth that isn’t showing up in overall revenue growth is one of the clearest tells that the experience, not the funnel, is where the leak is. It’s a math problem before it’s ever discussed as an experience problem — and by the time it’s obviously an experience problem, it’s usually cost you a lot more than an audit would have.

6. A competitor keeps coming up in customer conversations for reasons that aren’t about price

When customers mention a competitor unprompted, and the comparison isn’t about cost, it’s almost always about experience — how easy something is, how fast a question gets answered, how the relationship feels. That’s a benchmarking gap, and it’s one of the harder ones to see from inside your own organization.

7. Nobody in leadership has personally walked the customer journey in the last year

This is the simplest sign and the one most often overlooked. If the people making decisions about the customer experience are working entirely from dashboards and secondhand reports, rather than having recently gone through the journey themselves, there’s a structural gap between what leadership believes is happening and what’s actually happening.

What to do if two or more of these sound familiar

One of these signs, on its own, might just be normal organizational noise. Two or three together is a pattern worth taking seriously. If you want a more structured way to check where the real gaps are, the Customer Experience Audit Checklist walks through the same five areas a professional audit examines, so you can see for yourself before committing to anything larger.

If you’re already fairly confident there’s a real problem and want to know roughly what it’s costing you, the CX ROI Calculator is the fastest way to put a number on it — and from there, a Customer Experience Audit is how you find out exactly where to fix it first.

Download the Customer Experience Audit Checklist as a PDF

Image Credits: Pexels

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article.

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AI’s Absurd Response to an Absurd Question

AI's Absurd Response to an Absurd Question

GUEST POST from Shep Hyken

This article answers the question: Can AI be fully trusted to handle customer service issues, and what are the limitations of relying on AI for customer support?

As I write this article, I’m at the CX Malaysia conference, where I was the opening speaker, watching Dr. Shreekant Vijaykar of COPC Inc., one of the other speakers, talk about AI and how you can’t always trust its responses.

Dr. Vijaykar said that he asked ChatGPT the following question:

“I just bought a pair of shoes from Amazon, and they messed up the order. The shoe for the right foot was for the left foot, and the shoe for the left foot was for my right foot. What should I do about this mistake?”

He then shared that the response was to contact Amazon to let them know about the mistake, and they will refund the purchase price or exchange the shoes. I didn’t believe him, so I asked ChatGPT the same question. To my surprise, here was the answer:

That’s definitely a strange mix-up – and something Amazon should fix quickly. Here’s what to do:

  • Start the Return/Replacement Process: Go to Your Orders on Amazon. Find the shoe order and click “Return or Replace Items.” Choose the reason: “Wrong item was sent” or “Item defective or not as described.” Amazon will usually offer a free return label and a replacement option.
  • Describe the Issue Clearly: In the notes, explain exactly what happened–something like: “The right shoe is shaped for the left foot and vice versa. The pair I received cannot be worn properly.” That level of clarity helps Amazon’s quality control team flag the issue for the seller or manufacturer.
  • Choose the Replacement (if you still want the shoes): If you like the shoes and they’re still available, request a replacement instead of a refund. Amazon will often ship it out before your return even arrives.

Shep Hyken ChatGPT Cartoon
I took this absurd response a step further and wrote: “Maybe there’s a better response. It’s not really a mistake. … Just put the shoes on the opposite feet and they will work just fine. Thoughts?”

ChatGPT’s response was:

“Ha! That’s a funny way to look at it, but unfortunately, that’s not quite how shoes work. Even if you can technically put them on opposite feet, they’ll be uncomfortable and could mess up your posture or cause pain after a while – especially if you wear them for long periods.”

Dr. Vijaykar’s experiment revealed an important truth about AI: It makes mistakes. ChatGPT treated two normal shoes as if they were defective, offering a detailed explanation of Amazon’s return process.

AI is powerful, but just like humans, it can make mistakes. This ridiculous exchange is why some customers fear using AI for customer support. If you use AI tools like ChatGPT, Claude, or others, you must have a way to check answers. Apparently, common sense isn’t something that can be programmed. At least, not yet!

Image Credits: Pixabay

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How Long Does a Customer Experience Audit Take?

A Realistic Timeline

How Long Does a Customer Experience Audit Take?

by Braden Kelley and Art Inteligencia

The honest answer to “how long will this take” is almost always more useful than a vague reassurance that it “won’t take too long.” Vagueness here is what makes people hesitate — not the actual time commitment, which is usually more manageable than they expect once they can see it laid out phase by phase.

Why duration varies more than people assume

A Customer Experience Audit runs through five integrated activities, and each one has its own natural pace. The total timeline isn’t one number so much as it’s the sum of how much depth each activity needs for your specific journey — which is why a single-persona, single-channel audit might wrap in a few weeks, while a multi-segment, omnichannel engagement with full competitive benchmarking runs considerably longer. Here’s roughly what each phase involves.

Phase 1: Audience research and persona validation

This phase moves relatively quickly when personas already exist and mostly need validation against current reality, rather than being built from nothing. It slows down considerably when there’s no existing research to validate against — in that case, this phase does double duty as both discovery and validation, which naturally extends it.

Phase 2: Journey mapping and touchpoint analysis

This phase’s pace tracks directly with touchpoint count and channel count. Mapping a single-channel journey with a handful of touchpoints is straightforward. Mapping an omnichannel journey — where a customer might start on a website, continue on a phone call, and finish in person — takes meaningfully longer, because each channel handoff needs its own attention, not just each channel in isolation.

Phase 3: Existing data evaluation

This can run partly in parallel with the phases around it, which is one of the easiest ways to compress a timeline without cutting corners. The pace here depends less on data volume and more on data organization — data spread across disconnected systems that were never designed to talk to each other takes real time to reconcile, even when there isn’t much of it.

Phase 4: Walking the journey firsthand

This is usually the phase people underestimate, because it’s genuine fieldwork rather than analysis — retail visits, live service calls, full sales cycles observed end to end, sometimes across both B2B and B2C contexts in the same engagement. It’s also, consistently, where an audit turns up its most valuable and most surprising findings, which makes it a poor candidate for compressing even when the calendar is tight.

Phase 5: Competitive benchmarking

This phase can run largely independent of the others and is one of the more schedule-flexible components — it’s also the one most commonly trimmed or skipped entirely when timeline pressure is real, since it looks outward at competitors rather than inward at your own journey.

What actually extends a timeline

In practice, three things push a timeline out further than people expect: internal scheduling delays (getting the right stakeholders and frontline staff available for interviews and shadowing), data that’s harder to access or reconcile than anticipated, and scope that expands mid-engagement as new touchpoints or segments turn out to matter more than originally assumed. None of these are about the audit process itself moving slowly — they’re about the realities of coordinating across an organization, and they’re worth planning around rather than being surprised by.

What compresses a timeline

Running the data evaluation phase in parallel with early journey mapping, having stakeholder availability locked in before the engagement starts rather than scheduled reactively, and scoping deliberately — one primary journey and persona rather than every segment at once — are the three most reliable ways to bring a timeline in faster without sacrificing the depth that makes the findings useful.

Getting a real number for your situation

Because the actual timeline depends on your specific journey — how many personas, how many touchpoints, whether benchmarking is in scope — a general range is only ever a starting point for the conversation, not a substitute for it. If you’re building a case internally and need a realistic figure to bring to your own leadership, the audit page has the full detail on how an engagement runs, and I’m glad to talk through a specific timeline for your situation directly — the same way I would the disruption and cost questions that usually come up alongside it.

Download the Customer Experience Audit Checklist as a PDF
Image Credits: Gemini

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article.

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Customer Experience Audit Checklist

What a Professional Auditor Actually Looks For

Customer Experience Audit Checklist

by Braden Kelley and Art Inteligencia

People often picture a customer experience audit as something closer to inspiration than inspection — a few interviews, some good ideas, a workshop. It isn’t. A real audit runs a specific, repeatable checklist across five activities, and knowing what’s actually on that checklist is useful even if you’re not commissioning a full audit yet — it tells you exactly where your own internal review is likely leaving gaps.

1. Audience research and persona validation

  • Have you named your distinct audience segments explicitly, rather than treating “the customer” as one undifferentiated group?
  • Are your existing personas based on validated research, or on assumptions that were accurate once and never rechecked?
  • Do you know which needs, expectations, and pain points are consistent across segments, and which ones genuinely differ?
  • Has anyone recently asked customers directly what they expect, rather than inferring it from internal debate?

Most organizations have personas. Far fewer have validated them against current reality in the last two years — and a persona built on outdated assumptions can misdirect an entire audit before it starts.

2. Journey mapping and touchpoint analysis

  • Is there a current journey map for each validated persona, or one generic map applied to everyone?
  • Are all relevant channels represented, not just the primary one your team happens to work in?
  • Does the map capture emotional highs and lows at each touchpoint, or only the functional steps?
  • Have improvement opportunities been identified at the touchpoint level, rather than as vague, journey-wide observations?

A journey map that only lists steps, without the emotional experience at each one, tells you what happens without telling you what it’s like — and “what it’s like” is usually where the real problem lives.

3. Existing data evaluation

  • Are your KPIs, NPS, CSAT, and sentiment data being analyzed together, or read in isolation by different teams?
  • Have you looked for patterns across data sources that no single dashboard would surface on its own?
  • Is there a gap between what your data says and what your frontline teams say — and if so, has anyone reconciled it?
  • What insight is your current reporting structurally unable to produce, no matter how closely you look at it?

This step exists because most organizations already have more data than they’ve actually used. The checklist item isn’t “collect more data” — it’s “extract what’s already sitting there unexamined.”

4. Walking the journey firsthand

  • Has anyone on your team experienced the journey as a customer would — not reviewed it on paper, but actually gone through it?
  • Does that include the channels that are hardest to observe from a desk — a retail visit, a live service call, a full sales cycle?
  • For B2B experiences specifically, has the buying-committee journey been walked, not just the end-user journey?
  • What did that firsthand pass turn up that no dashboard or survey had previously flagged?

This is consistently where an audit finds its most valuable insights, and it’s also the step most internal reviews skip entirely, because it requires time in the field rather than time in a meeting.

5. Competitive benchmarking

  • Do you know how your experience compares to your closest competitors at the touchpoints that matter most, not just anecdotally?
  • Have you looked at best-in-class examples outside your own industry, where customer expectations are quietly being reset?
  • Is “good enough” being judged against your own history, or against where your customers’ expectations actually sit today?

Benchmarking is the item most often skipped to save time — understandably, since it’s the one activity that looks outward instead of inward. It’s also the one that answers the question your leadership will eventually ask: not “are we good,” but “are we good enough relative to the alternative.”

Using this checklist honestly

If you walk through these five sections and find real gaps — persona research from three years ago, a journey map from before a major process change, data that’s never been cross-analyzed, no one who’s actually walked the journey firsthand, no benchmarking at all — that’s not a failure. It’s an accurate picture of where a professional audit would start, and it’s useful information either way.

If the gaps are small, a lighter internal review might close them. If the gaps run through several of these five, it’s usually a sign that a proper Customer Experience Audit is worth the investment rather than another attempt to patch it internally — and if you want a sense of what closing those gaps could be worth before you commit, the CX ROI Calculator is the fastest way to find out.

Download the Customer Experience Audit Checklist as a PDF

Image Credits: Gemini

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article.

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Amazon Connect Combines Human Empathy with AI to Redefine Service

Amazon Connect Combines Human Empathy with AI to Redefine Service

GUEST POST from Shep Hyken

Will AI replace people?

This is a question I’m often asked. In the customer service world, there are many who say AI will replace human-to-human support. It’s been predicted by the world’s most reputable consulting firms. However, executives from some of the largest and most recognizable brands on the planet have said that while AI is making for a better customer experience, people are still needed and their companies are continuing to hire.

That sentiment was recently confirmed when I interviewed Pasquale DeMaio, vice president and general manager of Amazon Connect, on Amazing Business Radio. His specific approach to AI and human-to-human customer service is summed up in two words: Better Together.

Human and AI: Better Together

Customer service works best when technology and humans come together. While AI and automation can make things faster and easier, there will be times when customers still want to talk to a live customer support agent.

The point is to automate the simple requests and questions and empower agents to manage more complex issues. DeMaio said (referring to customer service agents), “No one is enjoying a password reset, neither talking to someone about it nor listening to the request.” Let AI take care of the simple questions and requests, and let humans manage the more complex problems and emotional issues.

AI Can’t Do Empathy — That’s What People Do

DeMaio said, “People aren’t really looking for technology to form that emotional connection when they’re trying to achieve an outcome.” While AI can talk to a customer and sound like a human, the customer knows it’s just a machine. It can say, “I’m sorry,” and sound empathetic, but it’s not, and the customer knows it. Authentic empathy is a human-to-human experience.

DeMaio shares his philosophy of friendly, empathetic service. He says, “At Amazon, we actually tell people to treat the customer on the phone like they’re your friend. But what we don’t say is the person on the phone is your friend. … What’s natural is to treat them the way you would treat a friend.” And that is how empathy begins.

Customer Support Doesn’t Cost — It Pays

Traditional contact centers have focused on quick, efficient resolutions. Metrics like AHT (Average Handle Time) are efficiency measurements. The goal of handling as many calls as quickly as possible is not as effective as using customer support to not only solve customer issues but also enhance customer relationships. Once again, let AI-fueled self-service tools handle simple problems and have people (customer support agents) spend a little more time with customers to drive repeat business and loyalty. In addition, DeMaio points out that businesses should aim to understand why a customer might want to leave and proactively create positive experiences well before they escalate, to get customers to want to come back. For example, Amazon Connect’s real-time analytics empower agents to detect customer sentiment, identify at-risk relationships and take the necessary steps to save the customer.

Finding the Balance Between Technology and Human-to-Human Conversations

The balance between technology and human support will vary. However, the future of customer service is not about choosing between AI and humans. It’s about using the strengths of both to create a convenient, efficient and seamless experience. Customer service is not just about fixing. It’s about caring and building long-term, loyal relationships. DeMaio summed it up by saying, “Think about the long-term value of the customer. And then think about how you would want to be treated as a human being. And then think about how AI can help you do that better.”

This article was originally published on Forbes.com.

Image Credits: Shep Hyken

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