B2B relationships are rarely simple. Behind every account are buyers, end users, operators, and executives—each with different goals, pressures, and definitions of success. In this episode, we unpack how to design for roles, not just accounts, and how to anchor decisions to a shared definition of success everyone agrees on up front.

We walk through a practical approach to role-based journey mapping, showing how to surface friction, clarify what success looks like for each role, and navigate competing priorities without politics. You’ll hear how to spot misaligned incentives, rebalance when one team bears the cost while another captures the value, and use a clear North Star to make smarter trade-offs. We also get tactical on role-based communication—what executives, buyers, end users, and operators actually need to hear—and why your most important job is acting as a translator between metrics, outcomes, and real business impact.

If you’re juggling competing priorities inside complex B2B relationships, this conversation gives you a repeatable framework for alignment, decision-making, and momentum.

Resources Mentioned:
Take the CXI Compass® assessment -- CXICompass.com
Learn more about CXI Membership™ and apply -- CXIMembership.com
Order your copy of Experience Is Everything -- experienceiseverythingbook.com
Experience Investigators Website -- 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/)

Losing a customer hurts—but missing what their exit can teach you hurts more. In this episode, we unpack a two-phase offboarding feedback strategy that captures the truth twice: immediately after churn and again once customers have settled with a new provider. You’ll learn how to ask hard questions without defensiveness, why timing changes insight quality, and how to turn churn into actionable CX signals.

We cover the exact questions that surface breaking points, broken promises, and hidden process gaps—then show how to translate those patterns into leadership language around risk, speed, and results. Plus, why AI can support workflows but can’t replace trust, adoption, or accountability.

If you’re ready to move from CX heroics to consistent, scalable experience design, this conversation gives you the framing, timing, and questions to start.

Please subscribe, share with a teammate, and leave a review to help other CX leaders find the show.

Resources Mentioned:
Learn more about CXI Membership™ and apply -- http://CXIMembership.com
Order your copy of Experience Is Everything -- http://experienceiseverythingbook.com
Experience Investigators Website -- https://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/)

Start the year with clarity instead of clutter. We’re sharing five decisive questions that help you cut noise, design automation that still feels human, and align your customer experience strategy with outcomes your executives and your customers actually care about. If AI, tight budgets, and shaky trust are pulling you in every direction, this conversation gives you a practical way to choose what matters and let the rest go.

We dig into where value is truly created across your journey and where activity masquerades as progress. You’ll learn how to build a balance between fast, scalable automation and the empathy customers crave when stakes are high. We talk through using a CX mission and a success blueprint to connect initiatives to revenue, retention, cost to serve, and risk reduction—without resorting to vanity metrics. Along the way, we share how to craft human-centered stories that move leaders, and how to build guardrails so AI augments your team instead of eroding trust.

Customer expectations have shifted, so your insights need to as well. We outline practical methods for refreshing journey maps with real behavior, analytics, and interviews, and we show how co-creating with customers accelerates clarity. Finally, we turn the mission from a poster into an operating system: a tool for prioritizing roadmaps, guiding trade-offs, and running quick post-launch reviews that keep experience quality high. Call this the year of intention—simplify, align, and keep showing up with respect and consistency.

If this resonates, follow the show, share it with a teammate who’s buried in dashboards, and leave a quick review to tell us which question you’ll tackle first. Your feedback helps more leaders find the tools to build trust and deliver results.

Resources Mentioned:
CX Mission Statement Workbook -- https://bit.ly/cx-mission-workbook
CX Success Statement Workbook -- https://bit.ly/cx-success-workbook
Order your copy of Experience Is Everything -- http://experienceiseverythingbook.com
Experience Investigators Website -- https://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/)

Clicking “buy now” shouldn’t feel like shouting into the void. In this episode, we explore how digital retail can feel more human by pairing smart personalization with trust-building micromoments. Instead of proving what we know, we focus on what customers need next: clear fit guidance, delivery transparency, and friction-removing policies that build confidence before checkout.

We share practical moves you can use this week—from confirmations that speak to the shopper (not the order number) to shipping updates in plain language, short stylist videos, and behind-the-scenes warehouse moments. We also cover how to use chat well: being upfront about bots, designing warm handoffs to humans, and giving AI a role that feels helpful, not blocking.

Reassurance is the real conversion multiplier. We talk about sizing honesty, responsible return signals, clear expectations on duties and timelines, and how to keep the warmth going after checkout. The simple test we return to again and again: would this message feel kind and useful if you sent it to a friend?

If these ideas help, subscribe for more customer experience strategies, share this episode with your team, and leave a quick review so others can find us. Your feedback shapes what we explore next.

Resources Mentioned:
Order your copy of Experience Is Everything -- http://experienceiseverythingbook.com
Experience Investigators Website -- https://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 if customer experience stopped living in customer service and started living in the core of your business? We tackle a listener’s challenge and turn it into a practical playbook: define a shared mindset, build a success blueprint tied to revenue and cost, and practice the daily discipline that makes change stick. Along the way, we share the one-line definition leaders can use to rally teams: customer experience is the system we build to deliver on the promises we make.

We start by stripping away the fuzziness around CX. Instead of ten different definitions across the company, we push you to craft a clear CX mission statement that guides choices in sales, product, marketing, operations, and HR. From there, we elevate CX from reactive troubleshooting to proactive design—fixing upstream processes that create downstream tickets, refunds, and churn. The message to skeptics is grounded and simple: fewer service issues, lower cost-to-serve, stronger retention, and more referrals.

Then we map CX to executive priorities with a customer experience success blueprint. We talk through how to align with the CFO’s bottom line, show the CMO how advocacy can lower paid media spend, and help product and operations choose fixes that move the needle. You’ll hear how to translate friction into financial levers, set a tight measurement set that includes outcome, perception, and behavior metrics, and build governance that runs like any other business function. Finally, we offer storytelling tips to earn buy-in, celebrate small wins, and keep momentum through the long, non–light switch journey of change.

If this resonates, share it with a colleague who still thinks CX is a department. Subscribe for more practical plays, leave a quick review to help others find the show, and send us your questions—your challenges fuel the next conversation.

Resources Mentioned:
Order your copy of Experience Is Everything -- experienceiseverythingbook.com
Experience Investigators Website -- 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/)

The most dangerous number in customer experience isn’t low—it’s shiny. In this CX Pulse Check, we unpack why a single score can seduce teams into storytelling that investors love and customers don’t feel, and we make a case for the harder, more honest work of proving value creation by cohort, not by kudos. With Rob Markey of Bain & Company and Harvard Business School, we discuss whether customer metrics predict growth or distract from it, and we separate real loyalty from repeat purchase.

We go straight at the NPS debate: what the score can predict, where it fails, and how it becomes powerful only as part of a system that links feedback to actions that change renewal, cross-sell, referrals, and cost-to-serve. We talk airlines, captive markets, and the language games behind “loyalty” programs that purchase repetition without building emotional commitment. Then we get practical. You’ll hear a little about how to read interaction telemetry for risk signals, and build models that translate service performance—wait times, abandon rates, repeat contacts—into forward revenue forecasts your CFO will respect.

This is a great listen for leaders who want both heart and proof: real-time feedback to understand emotion and expectation shifts, behavioral data to see what customers actually do, and investor-ready visuals like tenure curves and revenue per customer by acquisition year. If you’ve ever wondered how to tell a CX story that earns budget because it earns returns, tune in to this conversation.

If this resonates, follow the show, share it with your team, and leave a review wherever you listen to podcasts. Then send in a question you want us to tackle next at askJeannie.vip.

About Rob Markey
Advisory Partner, Bain & Company
Senior Lecturer, Harvard Business School

Rob Markey (https://robmarkey.com) is a Senior Lecturer at Harvard Business School and an advisory partner at Bain & Company. The creator of the Net Promoter System, he has spent more than three decades helping companies grow by earning customer loyalty and increasing the value of their customer relationships.

He teaches Managing Service Operations in the MBA program at HBS and hosts the Customer Confidential podcast, where he speaks with leaders building customer-centric businesses.

He is the co-author of The Ultimate Question 2.0 and a leading voice in the movement toward Customer Capitalism.

Follow Rob on...
LinkedIn: https://www.linkedin.com/in/robmarkey/


Articles Mentioned:
- The American Customer Satisfaction Index (ACSI): Quarter 3, 2025 - A Threat Potentially More Damaging Than the Great Recession (American Customer Satisfaction Index) -- https://theacsi.org/news-and-resources/press-releases/2025/11/13/press-release-national-acsi-q3-2025/
- CoStar (CSGP) Q3 2025 Earnings Call Transcript (The Motley Fool) -- https://www.fool.com/earnings/call-transcripts/2025/10/28/costar-csgp-q3-2025-earnings-call-transcript/

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 if the next 90–180 days could lock in measurable customer loyalty? In this episode, we break down a practical, no-fluff playbook for building a retention strategy that customers actually value—whether you’re serving consumers or complex B2B accounts.

We focus on intentional success and segmentation, identifying high-value customers and the signals that predict renewal, frequency, and advocacy. Then we narrow in on the KPIs that matter most and design loyalty mechanics that make sense: points, tiers, access, bonuses, and earned surprise moments. You’ll learn why swag rarely drives loyalty, how to reduce early friction with smart onboarding, and where re-engagement triggers fit when momentum slows.

We compare B2C and B2B loyalty without clichés. For B2C, convenience, delight, and timely nudges win. For B2B, loyalty must support the whole account through shared benefits like premium support, admin training, success reviews, and milestone-based usage credits. Throughout, we lean on behavioral analytics, automation that enhances relevance, and a communication cadence that drives action without fatigue.

To keep programs fresh, we champion co-creation and experiential innovation—inviting customers into pilots, iterating on perks, and retiring low-impact rewards fast. Ask the Disruption Day question: what will customers need tomorrow, and how can you start building it today? This mindset turns loyalty from a cost center into a growth engine. If this resonates, subscribe, share with a teammate, and leave a quick review.

Resources Mentioned:
Learn more about CXI Membership™ and apply -- http://CXIMembership.com
Order your copy of Experience Is Everything -- http://experienceiseverythingbook.com
Experience Investigators Website -- https://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/)

When surveys fall flat, the real story still lives in customer conversations, behaviors, and signals. In this episode, we explore how to move from survey programs to real feedback strategies—ones that capture those signals, connect them to outcomes, and drive action leaders can feel.

You’ll hear how to combine quick, purposeful interviews, observational studies, and analytics for a full picture of what customers think, feel, and do. We also unpack where AI fits in—how NLP, speech analytics, and social listening reveal patterns at scale, while humans still guide the questions and actions.

From frontline insights to early warnings of silent churn, we cover practical ways to detect issues, act fast, and close the loop. You’ll leave with five essentials for building a connected feedback ecosystem and turning listening into lasting improvement.

Resources Mentioned:
Learn more about CXI Membership™ and apply -- http://CXIMembership.com
Experience Investigators Website -- https://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/)