❔"Our organization has talked a lot about customer experience, and we always say that the customer comes first. We want to get more intentional, more serious about [CX], but we're not really sure where to get started. Do we need to hire someone who is just focused on CX and can lead our organization in building customer experience initiatives and activities, or is there a way for us to do this more organically with the team that we have? ...Once we start to get people aligned, where do we begin? How do we make [CX] something that is impactful for our business?" ❔

These are great questions! Jeannie Walters says that if you are not asking these questions, then you are probably just coasting. As she walks through some of the ways to address CX leadership and strategy, think about where you are with your organization. Examine if you are being as intentional and proactive as you could be around customer experience strategy – and if not, what's stopping you. In this episode, Jeannie outlines some steps to take and people to include to get you set in the right direction toward successful CX. Be that CX Change Agent – you can move forward with CX wherever you are in your organization!

Resources Mentioned:
CX Mission Statement Workbook -- bit.ly/cx-mission-workbook
CX Success Statement Workbook -- bit.ly/cx-success-workbook
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"I was talking to a colleague of mine in the marketing department, and we had a question for you: could the customer experience that our company delivers be used as a brand differentiator? If so, what would you recommend?"❔

Shoutout to all the Chief Marketing Officers and Marketing Leaders who have been "gifted" the role of leading Customer Experience. Our host, Jeannie Walters, knows a lot of marketing leaders are looking for ways to lead CX and get those marketing benefits, like brand differentiation. In this episode, Jeannie talks about using CX as a brand differentiator and the astounding results that can come from making CX a focus. Studies show brands that focus on customer experience throughout the customer journey are more successful than brands that don't. Tune in for more!

Resources Mentioned:
Customer Journey Mapping Workbook -- bit.ly/cjmworkbook
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"My employee experience team is on the right track, and I'm really excited about the progress we are making. I want to ensure we can continue our projects, but I'm concerned about the company budget. Do you have any tips for approaching this and staying ahead?"❔

The employee experience and the customer experience are tightly linked. How do we make sure our leaders know that? In this episode, Jeannie Walters answers how we can show our leaders that investing in employee experience is a true return on investment of time, money, resources, people, etc. It all starts with having a holistic view of what employee experience really means. Then it comes down to defining our goals, defining what success looks like, and making sure we are collaborating with the very people we are trying to serve.

Resources Mentioned:
Employee Journey Map Template -- bit.ly/ejmtemplate
CX Mission Statement Workbook -- bit.ly/cx-mission-workbook
CX Success Statement Workbook -- bit.ly/cx-success-workbook
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"What does CXI® stand for? What does it mean?"❔

What a fun, quick question! All of us, as experience investigators, are looking for things. We are investigating, exploring, and evaluating all the time. Our registered trademark, above all, stands for Customer Experience Investigation. However, the "I" in CXI® can mean so much more. Tune in to find out!

BONUS: In this episode, Jeannie shares three methods CX leaders often overlook when investigating the customer experience.

Resources Mentioned:
CXI® Navigator -- experienceinvestigators.com/#framework
Take the CXI® Compass assessment -- CXICompass.com
Learn more about CXI® Flight School -- cxiflightschool.com
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"I represent CX in my organization. Although I try to be a change agent regarding the CX perspective, my organization continues to use NPS as a KPI (Key Performance Indicator) for the entire organization. What are your recommendations for promoting change in an organization where there is a high focus on the NPS and a lack of openness to alternate thinking?"❔

If you are asking this question, you are already on the right track. Often when we talk about customer experience (CX), the first instinct is to measure. From surveys to feedback, many CX leaders are looking for that one magic metric. It just doesn't exist. We are dealing with complex humans, and reducing their experience to one metric misses out on huge opportunities to look at nuance and discover wonderful ways that we can really deliver for customers.

In this episode, Jeannie Walters talks about:
• Getting people on your team to buy into a cross-functional, holistic view of CX
• What NPS (Net Promoter Score) means, and how it can be used to change the conversation
• Creating a new formula for CX success and better business results

Resources Mentioned:
CX Mission Statement Workbook -- bit.ly/cx-mission-workbook
CX Success Statement Workbook -- bit.ly/cx-success-workbook
Experience Investigators Learning Center -- experienceinvestigators.com
Learn more about CXI® Flight School -- cxiflightschool.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"Many times, we will get feedback from our customers about a pain point. We'll map their journey, identify opportunities for improvement and even implement changes. But then what?"❔

When making changes to better the customer experience, we want to make sure they are actually working for our customers. Monitoring the impact of changes is often where organizations fall short, and yet it's such a vital part of the whole idea of customer experience (CX)! In this episode, Jeannie Walters shares some recommendations and best practices regarding monitoring and measuring the effectiveness of improvements. Implementing changes is more than just about monitoring. Jeannie addresses the importance of communicating with customers and closing the loop on any feedback that puts your changes into motion.

Resources Mentioned:
Learn more about CXI® Flight School -- cxiflightschool.com
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"I work for a large company. We have several individuals that have CX in their title and are doing work, but it's siloed and not connected. Each person has a journey that applies to their own perspective. How can we become better connected?" ❔

This is something that a lot of customer experience leaders and teams really struggle with. When we encounter siloed organizations, there are often three challenges that leaders face: a focus on tactics over strategy, process maps vs. the actual customer journey, and connecting CX people and data across departments. In this episode, Jeannie Walters addresses each of these challenges. She shows you ways to look at CX as a mindset, strategy, and business discipline. Let's break down those silos and build bridges!

Resources Mentioned:
Article: How to Run an Effective Customer Experience Team Meeting -- experienceinvestigators.com/customer-centric-culture/customer-experience-team-meeting/
Take the CXI® Compass assessment -- CXICompass.com
Join the Waitlist for the CXI® Flight School -- cxiflightschool.com
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"What platforms are worth using for small to medium enterprises so that they can manage omnichannel communications with customers (email, phone call, social media, etc.) that are also integrated with a CRM?"❔

Keeping track of various customer communications, especially as you grow from a small to medium size business, is something many organizations struggle with. There is a dizzying array of technology options out there. Our host Jeannie Walters rarely makes specific recommendations about technology or platforms because the effectiveness of the same tool changes from client to client. There is no one perfect solution yet. In this episode, Jeannie helps you hone in on what you want from these tools to make the best choices based on your business needs, limitations, and requirements. Tune in for some examples and features to think about.

Resources Mentioned:
Join the Waitlist for the CXI® Flight School -- cxiflightschool.com
Experience Investigators Learning Center -- experienceinvestigators.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

❔"I find myself in operations, and I keep helping other departments with their CX. I'm looking to join another company where their CX strategy isn't that solid yet, and I want to place myself in a position to run that for them. I've learned a lot, and I know I can learn a lot more. What's the best way to present myself in that scenario where I can help them take their CX journey to the next level?"❔

One of the most frustrating things about walking into a leadership role of any kind in customer experience (CX) at any organization is that the playbook is somewhat different depending on their CX maturity level and how they define CX leadership and success. In this episode, Jeannie Walters explains how to step back to understand CX management in an organization to figure out where they need to start or how to get to the next level with realistic and aligned goals. Tune in for some examples, insights, and challenging questions to ask. You are invested in success, and we love that!

Resources Mentioned:
Experience Investigators Learning Center -- experienceinvestigators.com
Article: Your 2023 Customer Experience Plan: Strategies, Videos, & Resources -- bit.ly/2023cxplan
SMIRC Goals Checklist -- bit.ly/smirc-checklist
Take the CXI® Compass assessment -- CXICompass.com
Join the Waitlist for the CXI® Flight School -- cxiflightschool.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)

Are you ready to investigate what is missing in your organization to make things better for your customers? We wanted to have some fun to mark the 6th month anniversary of the Experience Action Podcast, so we've put a true crime spin on this episode. Crack the case with Chief Experience Investigator Jeannie Walters and tune in to this first edition of CX Chronicles: Unmaking the Secrets of Customer Experience.

Resources Mentioned:
Experience Investigators Learning Center -- experienceinvestigators.com
Join the Waitlist for the CXI® Flight School -- cxiflightschool.com

Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie on LinkedIn! www.linkedin.com/in/jeanniewalters/)