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Transforming Metrics into Action

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Customer Experience (CX) Leaders At Verizon, Autodesk And Prudential Are Going Beyond NPS

Transforming Metrics Into Action

GUEST POST from Shep Hyken

Is Net Promoter Score (NPS) still relevant? How can you transfer insights and data into meaningful actions? And how do you hire the right people to meet your Keep Performance Indicators (KPIs) and success metrics? Those were the questions I asked a panel of esteemed executives at a LinkedIn Live interview.

The guests were Brian Higgins, chief customer experience officer at Verizon Consumer, Elisabeth Zornes, chief customer officer at Autodesk, and Abhii Parakh, head of customer experience at Prudential. Their answers are important to any leader making decisions that impact the customer experience.

NPS Is A Foundational Metric, But Its Role Is Evolving

NPS is a powerful metric when used properly. It’s a simple question that determines whether a customer likes you enough to recommend you. From that single question, a follow-up question could seek further insight or action can be taken to improve what’s not working and elevate what is working. So, the first question I asked was about using NPS as a primary metric.

  • Parakh led off by saying, “No metric is perfect. Whether it’s NPS or something else, it’s always about a combination of tactics and measurements to get the insights on what our customers and advisors want. … We run the numbers on how much more value is being driven by our promoters or passives versus detractors, and we see a very meaningful connection between the two.” He cited three key benefits: effectively tracking long-term relationships, correlation with growth metrics and providing actionable insights.
  • Higgins said that Verizon uses NPS to benchmark in two important places. He said, “I want to look at how we are benchmarking against the competition and then against ourselves.” He looks at three areas: one, is Verizon growing or churning? The second is measuring interaction, both digital and with their reps. The third is taking a look at the overall health of the business. And in addition to measuring customer satisfaction, Verizon also uses NPS for employee satisfaction. If employees aren’t happy, the customer is going to feel it.
  • Zornes uses the measurement to strike a balance between Autodesk’s long-term relationships and direct engagement. She explained, “NPS is a great, long-lasting customer impression measurement for services, solutions and products, but we are in the age of digital first engagements, so we, of course, also measure specific moments in the digital journey along with customer effort scores.” While NPS is a foundational metric at Autodesk, they also use the Deloitte Trust ID to assess transparency, capability, reliability and care.

Bring Numbers To Life Through Employees

Competition turns companies and their products into commodities. All three companies represented on the panel have competition. Assuming the products and services do what they are supposed to do and meet their customers’ needs, what differentiates them from competitors is experience. Often, that experience is driven by employees. The next question focused on the hiring criteria that align with CX KPIs.

  • Zornes said, “The internal team and culture are really what determines the customer experience for our customers. So it’s absolutely critical we bring the right talent on board and foster it accordingly.”
  • Higgins focuses on three big areas for hiring. First, Verizon wants a wide range of experience and knowledge. Second, they want employees to act as “CX detectives,” meaning they never let small details get by. Listen and pay attention to the customer feedback and recognize the power of the details. Third, and what Higgins says is most important, is empathy. “A little voice in the back of your head says, ‘I don’t know if the customer is right, but that doesn’t matter. You’ve got to believe in them and make it right for them.’”
  • Parakh says, “It’s super important for any customer-facing role. But I would also say that in addition to customer experience roles, I think that a customer-obsessed mindset is important for any business role. It’s not just the CX team. I think customer experience is everybody’s job. So, across the company, we need to be looking for folks who have empathy for the customer, a growth mindset and familiarity with CX, as well as business knowledge.”

Rethinking How Technology And People Support CX

As the CX landscape evolves with new technology, so do the roles of employees. How do these three iconic brands rethink talent development to support the team’s ability to deliver an exceptional experience?

  • Higgins kicked off with a call back to Parakh’s comment about CX being everyone’s job. “If everyone owns CX across the company, it also means they have to get comfortable with the new sets of tools we’re putting in place. I think about AI, gen AI and agentic AI. You have to make sure employees are comfortable with these new tools that are engaging directly with customers.”
  • Parakh emphasized the importance of keeping up and changing with the times. “You can’t survive for 150 years by doing what you’ve always done. We’ve been through multiple stock market crashes and multiple pandemics, and we’ve done that by constantly reinventing, so when it comes to talent, we have to have the same mindset. Everybody in the company, starting from the top leadership, has to understand where things are going because everything is changing so fast.”
  • Zornes believes that the future is now. “AI is not coming. AI is here. And with that, there is a huge opportunity to really convert those transactions that we might have done in the past to a more smooth and self-service experience. … Some of the profiles of what jobs looked like in the past, what they look like now and what they will look like in the future continue to evolve.”

The future of customer experience lies at the intersection of meaningful metrics, empathetic teams and evolving technology. As Higgins, Zornes and Parakh shared in their answers, success comes not from any single measurement tool but from creating integrated systems that consistently detect, analyze and improve the interactions customers have with the brand. And when you add the right people who are able to demonstrate empathy, curiosity and adaptability, you have a winning combination of KPIs, technology and people that gets customers to say, “I’ll be back!”

Image Credit: Pexels

This article was originally published on Forbes.com

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Companies Don’t Control Loyalty

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Companies Don't Control Loyalty

GUEST POST from Roger Dooley

Carnival Cruise Line is getting a painful lesson in customer psychology.

When they scrapped their lifetime loyalty program for a spend-based model that resets every two years, their most loyal customers revolted. One Diamond member with 37 years and 31 cruises called it “a slap in the face.” Another with 18 years of loyalty said their “brand loyalty is now completely nonexistent.” Some weren’t printable! I saw ZERO favorable comments from long-term loyalists.

Reading these furious reactions, I spotted one reason for their anger: the IKEA effect.

The IKEA effect says that when we build or help create something, we value it FAR MORE than if someone else made it. Longtime cruisers didn’t just receive their status, they BUILT it. They tracked progress through tiers, planned trips, and maybe even took a longer itinerary just to reach the next tier.

I get this. For years, I’ve chased United’s 1K elite status. In the old days, I’d create spreadsheets tracking YTD miles and future trips. I’d optimize routes for mileage and even did a few end of year “mileage runs,” super-cheap flights to places like Johannesburg or Taipei purely to hit that elite level. I was CO-CREATING my status, which made it even more valuable to me.

When customers actively help build their relationship with your brand, yanking it away feels like theft. Carnival is finding this out.

Smart brands leverage this psychology. Mint and Robinhood don’t just sell tools, they let customers set goals and budgets, track investments, etc. Users who shape their own strategies feel deeper ownership and loyalty.

Peloton members who customize workout plans and track achievements develop stronger commitment than passive users. They’re building their fitness journey.

Starbucks Rewards customers track stars, earn badges, work toward goals… This turns buying coffee into a gamified journey they help create. So do their complex, one-of-a-kind drink orders!

Three powerful psychological forces make this work. First, when customers help shape their experience, they feel autonomous, not passive. This increases perceived value.

Second, personal investment in decisions creates stronger identification with your brand. Their success is tied to yours.

Third, time and effort invested make customers less likely to switch competitors. They’ve built something with YOU.

Every business can do this:

  • Replace passive consumption with active participation.
  • Let customers customize, choose, or contribute to their experience.
  • Make progress visible to show how actions build toward something meaningful.
  • Create milestones that give customers reasons to celebrate their journey with you, not just end results.

If you must change programs, honor the investment customers have already made. They are emotionally invested!

What are you letting your customers build?

If they’re just buying from you, their loyalty will be weak.

Image credit: Unsplash

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How Customer Advisory Boards Fuel World-Class Experiences

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The Unbreakable Bond with the XMO

How Customer Advisory Boards Fuel World-Class Experiences

by Braden Kelley and Art Inteligencia

I’ve long championed the idea that truly transformative experiences don’t happen by accident. They are meticulously designed, continually optimized, and deeply rooted in a profound understanding of the human beings they serve. In this quest for world-class experiences, two powerful entities emerge as indispensable partners: the Customer Advisory Board (CAB) and the Experience Management Office (XMO).

Too often, companies operate under the illusion that they know what their customers want. They develop products, services, and processes based on internal assumptions, market research that’s broad but lacks depth, or perhaps feedback that’s too late to be truly impactful. This is where the Customer Advisory Board steps in as a game-changer.

The Indispensable Role of Customer Advisory Boards

A Customer Advisory Board is far more than a focus group or a complaint department. It’s a carefully curated group of your most strategic customers, brought together to serve as trusted advisors. These aren’t just your biggest spenders; they are customers who represent diverse segments, who are forward-thinking, and who are willing to provide candid, strategic input on your company’s direction, product roadmap, service offerings, and overall customer experience.

The power of a well-run CAB lies in its ability to:

  • Provide Authentic, Proactive Insights: Unlike reactive feedback channels, CABs offer a direct, unfiltered line to the strategic challenges and opportunities your customers face. They help you anticipate needs, identify emerging trends, and validate ideas *before* significant investment.
  • Validate and Refine Strategy: Before launching a new product, entering a new market, or implementing a major policy change, a CAB can provide invaluable feedback, helping you refine your approach and identify potential pitfalls.
  • Foster Deeper Relationships and Loyalty: By inviting customers into your strategic discussions, you demonstrate that their opinions truly matter. This elevates them from transactional customers to genuine partners, fostering unparalleled loyalty and advocacy.
  • Identify Blind Spots: Internal teams, no matter how customer-centric, often develop blind spots. CAB members bring external perspectives, challenging assumptions and revealing areas for improvement that might otherwise go unnoticed.
  • Generate Co-Creation Opportunities: The collaborative environment of a CAB can spark ideas for new solutions, features, or service models, co-created with the very people who will benefit most from them.

Case Study: Adobe’s Global CABs

Adobe, a leader in creative software, effectively leverages global Customer Advisory Boards to shape its product strategy, roadmap, and go-to-market approach. These boards provide a continuous stream of customer-driven ideas for Adobe’s solutions, informing development and even serving as a source for beta testers. This direct engagement ensures that Adobe’s offerings remain highly relevant and user-centric, directly addressing the evolving needs of its diverse customer base and fostering ongoing innovation.

The XMO: Orchestrating the Experience Ecosystem

While CABs provide invaluable strategic insights, the challenge then becomes: how do these insights translate into tangible, consistent, and continuously improving experiences across the entire organization? This is precisely the mandate of the Experience Management Office (XMO).

An XMO is a dedicated, cross-functional entity responsible for orchestrating, governing, and continuously improving all facets of an organization’s experiences – be it customer experience (CX), employee experience (EX), or partner experience (PX). It acts as the strategic hub, connecting disparate efforts and ensuring a cohesive, compelling narrative across every interaction. The XMO moves beyond simply collecting feedback to proactively designing, measuring, and optimizing experiences with a strategic lens.

Key functions of a robust XMO include:

  • Defining a Unified Experience Vision: Establishing a clear, organization-wide understanding of what “great experience” looks like and how it aligns with strategic business objectives.
  • Establishing Experience Governance: Setting standards, processes, and guidelines for experience design, delivery, and measurement across all functions and touchpoints.
  • Fostering a Culture of Empathy: Championing a mindset where every employee understands their role in delivering exceptional experiences.
  • Driving Cross-Functional Collaboration: Breaking down silos to ensure seamless handoffs and consistent experiences across departments.
  • Leveraging Technology for Experience Management: Identifying and implementing tools for feedback collection, journey mapping, analytics, and personalization.
  • Measuring and Monitoring Performance: Defining key metrics and establishing robust reporting mechanisms to track progress and identify areas for improvement.
  • Strategically Managing the Experience Improvement Backlog: Prioritizing and sequencing experience enhancement initiatives based on impact, feasibility, and strategic alignment.

The Synergy: CAB and XMO in Concert

The true magic happens when Customer Advisory Boards and the Experience Management Office work hand-in-hand. They form a powerful feedback loop and execution engine that propels organizations toward experience excellence.

Here’s how they collaborate:

  1. CAB Informs XMO Strategy: The strategic insights and forward-looking perspectives gathered from the CAB directly inform the XMO’s overarching experience vision and strategic priorities. For example, if a CAB identifies a critical unmet need in a specific customer journey, the XMO can prioritize a cross-functional initiative to address it.
  2. XMO Translates Insights into Action: The XMO takes the qualitative feedback from the CAB and translates it into actionable initiatives. This involves:
    • Journey Mapping: Incorporating CAB feedback into detailed customer journey maps to pinpoint pain points and moments of truth.
    • Prioritization: Using CAB insights to prioritize items in the experience improvement backlog, ensuring that efforts are focused on what truly matters to customers.
    • Pilot Programs and Beta Testing: Leveraging CAB members as ideal participants for pilot programs or beta tests of new features or services, garnering early, critical feedback before a wider rollout.
  3. CAB Validates XMO Initiatives: As the XMO designs and implements new experiences, they can loop back to the CAB for validation. This iterative process ensures that the solutions being developed truly resonate with customer needs and preferences, minimizing risk and maximizing impact.
  4. XMO Demonstrates Impact to CAB: It’s crucial for the XMO to regularly report back to the CAB on how their feedback has been actioned and the positive impact it has had. This demonstrates respect for their time and contribution, reinforces their value, and strengthens their commitment to the partnership.

Case Study: Ryder’s Customer-Centric Transformation

Ryder, a logistics and transportation company, leveraged its Customer Advisory Board to promote its supply chain business. The insights gained directly informed a successful ad campaign that boosted leads by 21% in just one month. More broadly, Ryder’s CMO stated that their CAB helped break down internal silos by providing leadership with customer insights they might not otherwise have received. This led to the development of several successful products and even the acquisition of a company, directly resulting from CAB input. This demonstrates how CABs, when integrated into a strategic framework like that of an XMO, can drive significant business outcomes and cultivate a truly customer-obsessed organization.

In essence, the CAB provides the critical “voice of the customer” at a strategic level, while the XMO provides the operational structure and governance to act on that voice effectively and systematically. Without the CAB, the XMO might design experiences in a vacuum, missing crucial customer nuances. Without the XMO, the powerful insights from a CAB might remain just that – insights, without a clear path to widespread implementation and measurable improvement.

Building world-class experiences in today’s hyper-competitive landscape is not a luxury; it’s a strategic imperative. The combined power of a well-orchestrated Customer Advisory Board and a disciplined Experience Management Office creates an unbreakable bond, ensuring that your organization not only listens to its customers but actively co-creates a future where every interaction is a delight. It’s time to stop treating experience as an afterthought and elevate it to the strategic imperative it truly is, with the CAB and XMO leading the charge.

Contact me if you’re interested in working together to build or enhance your Experience Management Office (XMO).


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, shaped into an article introducing the topic with a little help from Google Gemini.

You’ll find more Customer Advisory Board (CAB) case studies here.

Image credit: Gemini

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Why Customers Pay More for Brands with Purpose

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Why Customers Pay More For Brands With Purpose

GUEST POST from Shep Hyken

How important is a social cause to your customers? More than half of the customers (62%) we surveyed for our 2025 annual customer service and customer service (CX) study said they prefer to do business with a brand that supports a social cause that is important to them. Fifty-two percent of customers said they would be willing to pay more to do business with a brand that gives back.

Patagonia is one of the most recognizable brands in business known for “giving back” to the world. Sustainability is a big part of its brand promise, and it is a model of how to practice commitment to the planet. For the customers who care about sustainability—and many of the brand’s customers do—this is an important reason they spend more money for a Patagonia product and remain loyal to the brand.

Money

Let’s start with money. Its 1% for the Planet program pledged 1% of sales to the “preservation and restoration of the natural environment,” and since starting the program in 1985, it has given back more than $140 million in cash and in-kind donations to environmental groups around the world.

Buying Back Used Merchandise

If you own used Patagonia or gear that’s in good shape, the company will pay you to send it back, provided it’s still usable. Patagonia’s Worn Wear program pays customers 25% of the MSRP in the form of credit that can be redeemed in-store or online.

Recycling

If you have worn-out Patagonia merchandise that is not usable, the company will take it back and recycle or repurpose it for you at no charge. All you do is send it back to its service center or drop the items off at a Patagonia store, and they will make sure it doesn’t end up in a landfill.

Repair Could Be a Better Option than Replacement

Imagine a company that would rather keep you using its merchandise and repair it for you or give you what you need to repair it yourself, even if it means you might not replace it for years. That would be Patagonia, which will do most of the repairs on its items at no charge. The company will also send free patch kits to repair tears and small holes in its apparel.

While Patagonia is a case study for sustainability, you don’t have to be an international brand to make an impact. Small, local companies give back to their communities. Regional chains support various charities and causes that are important to their customers. The size of your business doesn’t matter. A significant percentage of your customers care that you care.

Here are additional facts from our annual research that could compel you to start, continue or grow your cause and philanthropic efforts:

Trust

In the U.S., 52% of customers say a company’s involvement in a social cause increases their trust in that company. If you want customer loyalty, you must create trust. Without it, there’s no confidence. Caring for something more than the bottom line increases trust.

Customer Experiences Improves

Almost six in 10 customers (57%) in the U.S. believe that companies and brands that support social causes are more likely to treat customers better. When the customer has a great experience and the company gives back, you have a winning combination.

Know Your Customers

Some customers appreciate a company supporting a social cause more than others. Specifically, 53% of Gen-Z customers rate companies giving back as “important” compared to 29% of Baby Boomers. And price becomes less sensitive to Gen-Z’s as 60% of them say they would pay more, versus 27% of Baby Boomers. While there is a big difference between the generations, that doesn’t mean a company that caters to older customers shouldn’t be philanthropic. Twenty-nine percent of Boomers is almost one-third of the generation.

Conclusion: A Social Cause Is a Good Marketing Strategy

Social causes can be part of a company’s marketing strategy. There’s nothing wrong with that. More companies should “give back” if the result attracts and retains more customers. While the business benefits of supporting social causes are clear—increased trust, stronger loyalty and potentially higher sales—the most powerful social and charitable programs come from authentic commitment to the supported causes.

We can learn from companies like Patagonia. They make their cause part of their mission and core values, and customers feel their authenticity. Regardless of the type of business or industry you are in or how large or small your company is, when a social cause or charity matters to a company’s leadership, customers sense it and respond with their wallets. Yes, the financial returns are a natural byproduct, but not the primary goal. In today’s world, doing good is good business. It’s that simple.

Image Credit: Unsplash

This article was originally published on Forbes.com.

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Fueling Competitive Advantage Through Continuous Experience Improvement

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Rise of the Experience Management Office (XMO)

Fueling Competitive Advantage Through Continuous Experience Improvement

by Braden Kelley and Art Inteligencia

In today’s hyper-competitive landscape, the battle for market share is no longer waged solely on product features or price points. It’s fought and won on the battleground of experience. From the first touchpoint to ongoing engagement, every interaction a customer, employee, or partner has with your organization shapes their perception and ultimately, their loyalty. As a human-centered change and innovation author, I’ve seen firsthand how organizations that prioritize experience improvement don’t just survive – they thrive. But how does an organization systematically achieve this? The answer, increasingly, lies in the strategic establishment and effective operation of an Experience Management Office (XMO).

For too long, experience initiatives have been fragmented, siloed within individual departments, or relegated to one-off projects. This piecemeal approach might deliver incremental gains in specific areas, but it rarely translates into a holistic, differentiating experience across the entire organizational ecosystem. This is precisely where the XMO steps in, acting as the central nervous system for all things experience-related.

What is an Experience Management Office (XMO)?

At its core, an XMO is a dedicated, cross-functional entity responsible for orchestrating, governing, and continuously improving all facets of an organization’s experiences. Think of it as the strategic hub that connects the dots between customer experience (CX), employee experience (EX), partner experience (PX), and even product experience (PX), ensuring a cohesive and compelling narrative across every interaction. It moves beyond simply collecting feedback to proactively designing, measuring, and optimizing experiences with a strategic lens.

The XMO isn’t just another committee; it’s a strategic imperative. Its mandate extends to:

  • Defining a Unified Experience Vision: Establishing a clear, organization-wide understanding of what “great experience” looks like and how it aligns with strategic business objectives.
  • Establishing Experience Governance: Setting standards, processes, and guidelines for experience design, delivery, and measurement across all functions and touchpoints.
  • Fostering a Culture of Empathy and Experience-Centricity: Championing a mindset where every employee understands their role in delivering exceptional experiences.
  • Driving Cross-Functional Collaboration: Breaking down silos to ensure seamless handoffs and consistent experiences across departments.
  • Leveraging Technology for Experience Management: Identifying and implementing tools for feedback collection, journey mapping, analytics, and personalization.
  • Measuring and Monitoring Experience Performance: Defining key metrics and establishing robust reporting mechanisms to track progress and identify areas for improvement.
  • Strategically Managing the Experience Improvement Backlog: Prioritizing and sequencing experience enhancement initiatives based on impact, feasibility, and strategic alignment.

Defining and Monitoring Experience Metrics: The XMO’s Data-Driven Approach

You can’t improve what you don’t measure. This timeless adage holds particularly true for experience. A mature XMO moves beyond vanity metrics to establish a comprehensive suite of experience metrics that provide actionable insights. These typically include a mix of:

  • Lagging Indicators: These reflect past performance and often include traditional metrics like Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), and employee engagement scores.
  • Leading Indicators: These provide foresight into future performance and can include metrics related to website navigation ease, call resolution rates, time-to-onboard new employees, or speed of partner response.
  • Operational Metrics: These track the efficiency and effectiveness of processes that impact experience, such as average handle time in customer service or employee training completion rates.
  • Financial Impact Metrics: Ultimately, experience must link back to business outcomes. The XMO tracks how experience improvements contribute to revenue growth, cost reduction, customer retention, and employee productivity.

The XMO is responsible for the systematic collection, analysis, and dissemination of these metrics. They establish dashboards, conduct regular reviews, and translate data into compelling narratives that drive action at all levels of the organization. This data-driven approach allows the XMO to identify pain points, celebrate successes, and most importantly, make informed decisions about where to focus improvement efforts.

Strategic Management of an Experience Improvement Backlog: Prioritization for Impact

One of the most critical functions of an XMO is the strategic management of the experience improvement backlog. In any large organization, there will be a seemingly endless list of ideas, suggestions, and identified issues related to improving experience. Without a centralized, strategic approach, these can become overwhelming and lead to a reactive, rather than proactive, improvement cycle.

The XMO brings discipline to this process by:

  1. Centralizing Experience Feedback and Insights: Gathering input from all sources – customer surveys, employee feedback, market research, competitive analysis, operational data, and frontline observations.
  2. Structuring and Categorizing Backlog Items: Organizing identified improvement opportunities by experience type (CX, EX, PX), impact area, customer journey stage, or strategic alignment.
  3. Quantifying Impact and Feasibility: Working with relevant stakeholders to assess the potential impact of each improvement on key metrics and the feasibility of implementation (cost, resources, technical complexity).
  4. Prioritizing Based on Strategic Value: Applying a strategic framework (e.g., Weighted Shortest Job First – WSJF, Kano Model, RICE scoring) to prioritize backlog items based on their potential to drive competitive advantage, address critical pain points, or capitalize on emerging opportunities.
  5. Translating into Actionable Initiatives: Working with product teams, IT, HR, marketing, and other departments to translate prioritized backlog items into concrete projects and initiatives with clear owners and timelines.
  6. Monitoring Progress and Measuring Outcomes: Tracking the progress of improvement initiatives and, critically, measuring the actual impact on the defined experience metrics to ensure the desired outcomes are achieved.

“An XMO transforms experience from a reactive afterthought into a proactive, strategic differentiator. It’s about building a muscle for continuous improvement, not just a one-time fix.”

Building and Maintaining Competitive Advantage Through Continuous Experience Improvement

In a world where products and services are increasingly commoditized, the truly sustainable competitive advantage lies in the experience you deliver. Organizations with a mature XMO don’t just react to market changes; they proactively shape customer expectations and employee capabilities. They build a culture of continuous learning and adaptation, where experience is not just a buzzword, but a measurable, managed asset.

By systematically defining and monitoring experience metrics, and strategically managing an experience improvement backlog, the XMO enables organizations to:

  • Increase Customer Loyalty and Retention: Delighted customers stay longer and refer more.
  • Improve Employee Engagement and Productivity: Empowered and positive employees deliver better experiences.
  • Enhance Brand Reputation and Equity: A consistently positive experience builds trust and a strong brand.
  • Drive Operational Efficiencies: Streamlined, user-friendly experiences often reduce costs and rework.
  • Accelerate Innovation: A deep understanding of experience pain points and desires fuels meaningful new solutions.

The journey to becoming an experience-led organization is not a sprint; it’s a marathon. But with an XMO leading the charge, equipped with the right metrics and a disciplined approach to improvement, organizations can systematically build and maintain a formidable competitive advantage. It’s time to stop treating experience as an afterthought and elevate it to the strategic imperative it truly is.

Contact me if you’re interested in working together to build or enhance your Experience Management Office (XMO).


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, shaped into an article introducing the topic with a little help from Google Gemini.

Image credit: Gemini

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Doing Personalization Correctly

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Doing Personalization Correctly

GUEST POST from Shep Hyken

Companies today face three critical marketing and Customer Experience (CX) challenges:

  1. How can you keep customers coming back?
  2. How can you get your customers’ attention so they don’t consider switching to the competition?
  3. How do you create an experience that makes price less relevant?

These questions and others can be answered in one word: Personalization.

It used to be that personalization was a marketing tactic. Simply using the customer’s name in the salutation of an email or letter, such as “Dear Shep,” was personalization in its most basic form. Include a reference in the body of the message, for example, what city the customer lives in, and you had what many considered to be a more sophisticated personalization program.

Today, the concept of personalization has blended into part of the customer experience. Using a name is barely a personalized experience. Using information about the customer that feels like the company or brand knows them takes marketing from promotional to customer experience.

For example, if I call a company that I’ve done business with and have questions about a new product I’m interested in purchasing or a customer service question, the company representative should have enough information about me to know how long I’ve done business with them, what products or services I’ve purchased, what problems, questions, or complaints I’ve called about and more. Using that information the right way is the beginning of a more powerful personalized experience. Customers like it when you know them.

And this concept goes beyond live interactions between a customer and an employee. A modern-day personalization messaging campaign is powerful and turns traditional email or text message marketing into a highly personalized experience.

This same experience can be used in email or text messages, either as part of customer support when customers “write in” with a question or for marketing when you want to push a message to the customer. Used the right way, you’re showing your customers that you know them.

On a recent Amazing Business Radio episode, I interviewed Ronn Nicolli, chief marketing officer of Resorts World Las Vegas. He talked about how storytelling can hit an emotional chord with a customer, helping to create and maintain an image that customers embrace and look forward to. And when the customer can relate to the story—or maybe they are part of the story—you connect at a different level. A higher level.

Nicolli said, “Ten years ago, email marketing was like fishing with dynamite. Throw the dynamite in the water—in the form of a big email campaign—and see what floats to the surface.” It was a mass marketing campaign, and the extent of personalization was the customer’s name. Today, because of advances in technology, Nicolli says, “AI gives us the ability to market in mass, but on a one-to-one basis.”

What you’re selling may be the same for everyone, but the message is highly personalized by merging the customer’s name, dates they did business, comments they made and more into the message. Nicolli referred to the AI program as an intelligent learning program.

Curating personalized messaging and visuals in mass that speak to each individual is going to resonate far better than a general message with no personalization other than the customer’s name. Nicolli shared that he can send out a million emails, and the messages are all re-curated to ensure they are meaningful and speak directly to the customer. For example, the resort may want to promote a seasonal package to its database. A message to a customer/guest who comes in with a group of friends for college basketball’s March Madness tournament weekend will receive a different email than a customer who frequents the hotel with a spouse or loved one for the occasional romantic weekend—even if the promotion is asking for the same call to action.

So, whether you’re personalizing the experience for customer support or a marketing message, it’s now all part of the customer experience. Our latest customer experience research finds that eight out of 10 customers prefer a personalized experience. They will even pay more for it, making price less relevant. They want to do business with or go to the place, like the title of the theme song from the hit 1980s TV sitcom Cheers implies, ‘Where Everybody Knows Your Name’.

This is what your customers want and expect. So, take your customer experience efforts to the next level with a personalization strategy that creates an emotional connection and gets customers to say, “I’ll be back.”

Image Credit: Shep Hyken, Pexels

This article was originally published on Forbes.com

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The Enemy of Customer Service is …

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The Enemy of Customer Service is ...

GUEST POST from Shep Hyken

I recently had the wonderful opportunity to interview Brian Hamilton on Amazing Business Radio. Brian is the chairman of LiveSwitch and an entrepreneur who has started, built up, and sold numerous businesses. At the end of every show, I ask, “What last nugget of wisdom can you share with our listeners?” He shared an amazing answer:

“The enemy of customer service is pride.”

As he shared what he meant by this profound statement, I knew it was going to be something I would write and talk about.

If you’ve been following my work, you know one of my favorite concepts is The Customer Is NOT Always Right! Let’s use that as a starting point to understand how pride can be the enemy of customer service.

When we’re taught (or told) by the boss that the customer IS always right, and one day a customer makes a statement that isn’t right or accurate, we have conflict. Or maybe the customer is argumentative. We have been taught and told – maybe even ordered – to treat that customer as if they are right. But they are not. For example, what happens if you have a liberal 30-day return policy and the customer comes to return the item on day 60, insisting they were told the store had a 90-day return policy? Can you see the conflict? They are clearly wrong, and that conflict is where pride kicks in and gets in the way of good customer service.

Enemy of Customer Service is Pride

For some, it’s hard to put pride aside and empathize and sympathize with the customer’s errant point of view. While we may not directly tell the customer they are wrong, we say something that is combative or argumentative – even if we say it nicely. When pride gets in the way, we might find ourselves thinking:

  • “I know more than this customer.”
  • “They clearly don’t understand how our system works.”
  • “If they just listened to reason, they would realize they’re wrong.”

Those types of thoughts are our pride getting in the way of serving our customers at the highest level. Instead, consider this:

  1. Listen without interrupting, even if you know they’re wrong.
  2. When you do finally talk, choose the right words to avoid escalating the situation.
  3. Empathize and acknowledge their frustration or concern.
  4. Focus on finding a solution rather than proving who’s right.

Remember, the goal isn’t to win an argument. It’s to win the customer. (Another concept I’ve preached for years.) When we let go of pride and focus on helping, we create better outcomes for everyone involved. So, the next time you find yourself in a situation where you know the customer is wrong, ask yourself, “What’s more important, being right or being helpful?” The answer will guide you toward better customer service. Don’t let pride get in the way of good customer service!

Image Credit: Shep Hyken, Pexels

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Why Customers Don’t Trust Five-Star Reviews

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Why Customers Don't Trust Five-Star Reviews

GUEST POST from Shep Hyken

How important are online ratings and reviews? Our annual customer experience research found that 85% of U.S. customers say ratings and reviews help them decide if they want to make a purchase. That’s almost nine out of 10 customers!

However, that same number of customers (85%) also believe that some ratings and reviews are fake. While not all ratings and reviews are fake, the number of dishonest reviews has become a problem. RetailWire’s recent article about how Amazon is fighting back against fake reviews with strict policies and technology is an important place to learn how top online brands deal with the problem. The article also cites research from Fakespot estimating that 42% of Amazon reviews are fake.

It’s important to note that the fake reviews are not Amazon’s attempt to persuade consumers. On the contrary, the company is waging a war against fake reviews with stricter policies and proactive detection.

I recently made a purchase from a retailer selling through the Amazon Marketplace, which allows third-party sellers to list and sell products on Amazon. About two weeks after the purchase, I received a postcard asking me to leave a five-star review. A request to leave an honest review is acceptable, but that’s not what happened. This “third-party” seller offered a bribe for the positive review in the form of a $20 Amazon gift card or a payment directly to my PayPal account. All I had to do was send a screenshot or link to the review.

Fake reviews come in several different forms:

  1. Friends, company employees or others—not customers—are asked to leave reviews.
  2. Customers are bribed, like I was, to leave a positive review.
  3. Companies take down negative reviews and only leave the good ones.

And, not all fake reviews are positive. Negative reviews left by competitors—not customers—that lie about a company’s products or customer service to make them look bad can impact the reputation of a company or brand.

But having 100% five-star ratings and/or reviews isn’t good either. Our annual research found that 76% of customers are skeptical about the authenticity of reviews if they are all positive, and 30% of customers say they won’t purchase from a company that doesn’t have any negative reviews.

So, what’s a company to do?

  1. Make It Easy for Customers to Leave Reviews: If you want reviews, it’s okay to ask for them. Send an email with a link to leave the review.
  2. Respond to Negative Reviews: If most reviews are good, having a bad one isn’t going to hurt, especially if the company responds to it. A good response from a company can actually improve customer trust. Use negative reviews as opportunities to demonstrate good customer service.
  3. Respond to Positive Reviews: We coach our clients to respond to all reviews, not just negative ones. Depending on how many you get, this can seem like a daunting task. But if someone takes the time to leave a lengthy message of positive feedback, give them the respect of a simple response.
  4. Identify Verified Customers: If you look at Amazon reviews, you’ll see the notation of “Verified Purchase” next to the review. This is credibility.
  5. Don’t Game the System: Offering bribes and incentives for positive reviews crosses an ethical line. And, taking down negative reviews is, in effect, lying to your customers.

Almost every industry, not just B2C, has the opportunity for customers to leave reviews. Depending on the company (and industry), the review sites may not be public like a retailer’s website or a review platform like Google Reviews. Many industries in the B2B world have forums where customers can share experiences about companies and suppliers they do business with. With a shift in the importance of reviews, the company that practices the five tactics mentioned above will build trust. It’s not realistic to have 100% perfect reviews. As the research shows, customers don’t trust the “perfect” company. But they do trust and appreciate the authentic company. The best way to get excellent reviews isn’t to buy them or game the system. It’s to earn them!

Image Credit: Pixabay

This article was originally published on Forbes.com

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Should My Brand Take a Political Stand?

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Should My Brand Take a Political Stand?

GUEST POST from Pete Foley

Many of you may have noticed that we are in a period of unparalleled social and political polarization in the US. For better or for worse, the public is probably more engaged and more passionate about politics and related social issues than it’s ever been.

So how should we, and the organizations we are a part of respond to this?  When we feel passionate about something, there is always motivation to take action. And for many of us, the place where we have the most influence, resources and leverage is via work.    

Does Politics Belong at Work? So should we blur the boundary between our personal beliefs and our work? Should our marketing and communication reflect the social or political passions of ourselves, and our colleagues? It’s a question I’ve been asked a lot over the last few years, and even more over the last few months. And not surprisingly, it’s often fueled by a working group who share passionate common values. 

Job Satisfaction: Acting on these shared passions certainly has potential to benefits job satisfaction, team building and even perception of work life balance. Despite this, I nearly always advise to avoid politicizing a brand, and to even be very cautious about social engagement. That’s often an unpopular opinion, especially if team members care deeply about a cause.  But aligning a brand with politics opens a door that is extremely difficult to close.  

Bud-Light: The news story below is a good example. Anheuser-Busch is currently facing negative social media for pulling it’s support for a Pride Festival.

https://www.fox5vegas.com/2025/03/26/anheuser-busch-pulls-out-pride-festival-after-30-year-partnership/?fbclid=IwY2xjawJRIflleHRuA2FlbQIxMQABHdeKDxDCkmbH0QkJNegb-TZxi1TiwDpqs35z4gcx7AwYH3nCOVH01VEscg_aem_w6v3QjCD_cWvEnFdcP2NIA

It’s not the first time Bud-Light has found itself in the news for a politically related topic. I’m sure we all remember the Bud Light controversy over it’s association with Dylan Mulvaney. That resulted in massive backlash from the ‘right’ and loss of its position as the #1 beer in the US.  Now it’s facing backlash from the ‘left’ over Pride. Basically they now cannot win, and that is the core issue. Once you’ve taken a position in a controversial space, even somewhat unintentionally as Bud Lite did, it becomes a part of your brand, and that lens is applied to virtually everything you do. It is then extremely difficult to recapture a neutral position.

No-Win Scenario? It really doesn’t matter which side of the political fence a brand chooses.  Once that door is open, the repercussions’ can last for years, and any course correction almost inevitably upsets one side or the other.  Budweiser, Chick-Fil-A, even Pepsi have all dipped their toes in to political and social arenas, and had to manage fall-out that is typically disproportional to the original content.   

All of that said, a brand following a purpose can have positive impact on internal job satisfaction, at least in the short term. At of course, it can and often does resonate positively with a subset of its customers.   But unless that purpose is unambiguously and universally supported by all existing and potential customers, and frankly very little is these days, the risks almost inevitably outweigh the benefits.  Even apparently successful campaigns like Nike’s featuring Colin Kaepernick, which had strong appeal for their core, younger demographic, are high risk-high reward, and come with long-term risks which are hard to quantify.  Negative emotions tend to drive strong, and more resilient behavioral changes than positive ones. So even if initially polarized markets sees offsets between positive and negative consumer response, the positive tends to fade faster. Humans have evolved to more heavily weight negative experiences for good survival based reasons.

Universal Appeal and Availability: At the heart of this challenge is that growing and maintaining a brand requires reaching and appealing to as many customers as possible.   Whether we view markets through the eye of Ehrenberg-Bass models, or follow more traditional volume forecasting models, the single biggest variable that enables a brand to grow is reach. And that reach needs to operate on both a mental and physical vector. Physical availability is generally achieved via wide distribution or ubiquitous access. Quite simply, if potential customers cannot find you, then most will not buy you. But mental availability is equally important. If and when shoppers do find you, they need to both desire and understand you. This is a bit more complex, and achieved by great marketing, branding, media, packaging and messaging.

But if a brand aligns with a controversial cause, it risks losing positive mental availability, and being either consciously or implicitly rejected. The reality is that pretty much any political or social cause these days carries a real risk of upsetting half of your customers.  Positive Brand loyalty is often at best fickle, but once someone has decided they dislike a brand for whatever reason, that de-selection can be quite resilient.   

Treat Marketing like Thanksgiving: And it can become even harder when brands try to course correct.  Reversals tend to look inauthentic and manipulative, while attempts to ‘read the room’, and go with current trends risks being distrusted by both sides!!  In a vast majority of cases, by far the best strategy is to treat marketing like Thanksgiving dinner, and keep out of politics and religion

Keeping Purpose Alive: So should brands abandon any form of purpose or altruism. I’d hope not. Altruism is good for community, good for employee satisfaction, good for long-term equity and more. So what should we do?

I think there are at least three important guidelines.

  1. One is stay in your lane.  Most people struggle with a drink, food or soap powder having a political or social opinion.  
  2. The second is to find ways to contribute that are at least largely universally supported, and avoid the flavor of the month’.  Even in today’s polarized society, helping cancer research, disaster victims, helping kids, animal shelters, and ma minimum controversy.   
  3. The third is to ask ‘why am I doing this? Is this the best use of company money, and am doing this for the brand, the business, or is it more in support of my own values?”  If it’s the latter, maybe find ways to achieve that without opening your brand to future risk  
    Bottom line, basically anything that politicians talk a lot about, and certainly argue about, is best avoided. And even be careful how you frame what you do to avoid affiliation with groups perceived as political. Channeling money through a non-profit can be very effective, both in endorsements and validating claims.  But many non-profits have become increasingly politicized. I’m not here to make judgment on that, except that from a marketing perspective, we risk becoming aligned with that bias.

But if we are thoughtful, we can combine purpose and innovation and marketing. I think Tide’s ‘Loads of Hope’ is a great positive example. It’s about cleaning laundry, which is perfectly in lane for the brand, & it helps disaster victims, which at least for now is political neutral, and more importantly, largely future proofed.

Image credits: Wikimedia Commons

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Commercializing New Concepts is Hard

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Commercializing New Concepts is Hard

GUEST POST from Mike Shipulski

If you have the data that says the market for the new concept is big enough, you waited too long.

If you require the data that verifies the market is big enough before pursuing new concepts, you’ll never pursue them.

If you’re afraid to trust the judgement of your best technologists, you’ll never build the traction needed to launch new concepts.

If you will sell the new concept to the same old customers, don’t bother. You already sold them all the important new concepts. The returns have already diminished.

If you must sell the new concept to new customers, it could create a whole new business for you.

If you ask your successful business units to create and commercialize new concepts, they’ll launch what they did last time and declare it a new concept.

If you leave it to your successful business units to decide if it’s right to commercialize a new concept created by someone else, they won’t.

If a new concept is so significant that it will dwarf the most successful business unit, the most successful business unit will scuttle it.

If the new concept is so significant it warrants a whole new business unit, you won’t make the investment because the sales of the yet-to-be-launched concept are yet to be realized.

If you can’t justify the investment to commercialize a new concept because there are no sales of the yet-to-be-launched concept, you don’t understand that sales come only after you launch. But, you’re not alone.

If a new concept makes perfect sense, you would have commercialized it years ago.

If the new concept isn’t ridiculed by the Status Quo, do something else.

If the new concept hasn’t failed three times, it’s not a worthwhile concept.

If you think the new concept will be used as you intend, think again.

If you’re sure a new concept will be a flop, you shouldn’t be. Same goes for the ones you’re sure will be successful.

If you’re afraid to trust your judgement, you aren’t the right person to commercialize new concepts.

And if you’re not willing to put your reputation on the line, let someone else commercialize the new concept.

Image credits: misterinnovation.com (1 of 850+ free quote slides for download)

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