The Delighted Customers Podcast with Mark Slatin

How can leaders support their teams effectively without falling into the trap of fixing everything themselves? Leah Marone is a psychotherapist with expertise in treating anxiety and mood disorders. She also works with athletes on performance anxiety issues, demonstrating her ability to understand and manage high-stress situations. If you can relate, there are a ton of gems in this show, including: What are some of the problems or ways that leaders lead that is the opposite of creating authentic spaces and solving? How can leaders balance the need to control and deliver results with the approach of validating and empowering their employees? What are the steps involved in transitioning from being a solver to a supporter as a leader, and how can these steps be applied in real-world scenarios? How can leaders effectively inquire and motivate their employees while ensuring that they maintain ownership of their tasks? And hey, did you catch our role-play experiment? That was like a masterclass in what not to do—Leah's advice saved the day by turning a "Ron-ian disaster" into a pathway to peace.  Meet Leah Leah Marone, MSW, LCSW, is a seasoned psychotherapist and corporate mental wellness consultant based in Charlotte, NC, with over 20 years of extensive experience. Leah received her Master's degree in clinical social work from the University of Texas at Austin, a top-ranked institution in social work education. She has conducted over 20,000 therapy sessions and contributed articles to reputable publications such as Psychology Today, The Atlantic, and Newsweek, earning recognition for her expertise in mental health. Leah's personal journey as a former anxiety-ridden Division 1 basketball player fuels her passion for working with high-achieving individuals, often described as type A go-getters. She specializes in addressing internal pressures, imposter syndrome, perfectionism, and performance anxiety. In her dual role as a mental wellness consultant and board member, Leah collaborates with both companies and nonprofits. Her areas of focus include anxiety and stress management, burnout prevention, boundary setting, mindfulness practices, effective communication, and emotional intelligence. Leah's holistic approach involves a thorough assessment of company culture to tailor her services, meeting organizations where they are and addressing their specific needs.  Leah's innovative 5-step initiative underscores the significance of mental wellness organization-wide, identifying areas for growth and connection. This initiative aims to prevent high turnover, address burnout, and enhance overall collaboration and productivity.  Leah has facilitated dozens wellness workshops for educators, leaders, and healthcare providers and has presented her acclaimed "Support, Don’t Solve" framework on prominent stages. Her inspirational keynotes provide practical tools for self-awareness that can be seamlessly integrated into busy schedules. Renowned for her expertise in boundary setting and resilience, Leah is a sought-after speaker for leadership groups. She addresses individuals navigating perpetual burnout, often fueled by relentless inner critics and the challenges of people-pleasing. Her insights offer a transformative guide for cultivating resilience and establishing healthy boundaries in demanding professional environments. Beyond her professional commitments, Leah enjoys traveling, hiking, exercising, and working on her upcoming book slated for publication early next year. Additionally, she actively contributes as a coach for her daughter's club soccer team, showcasing her dedication to both personal and community well-being. https://www.leahmarone.com/    

Brad Smith, CCXP, who brings his extensive experience from working with major companies like Symantec, Yahoo, and Sage. Mark and Brad delve into the future of customer experience (CX) management and explore a variety of valuable tools that can be applied to enhance CX. Brad shares actionable insights on hidden value, value realization versus value erosion, and introduces the concept of value mapping. He also discusses the importance of having a clear brand promise and how it plays a crucial role in delivering a cohesive customer experience. Key topics covered in this episode include: The importance of leveraging a comprehensive CX toolkit, including techniques like empathy maps, journey maps, and value mapping. A detailed discussion on identifying and unlocking hidden value within a company by examining areas with high customer traffic, and differentiating between value realization and value erosion. A fascinating case study on Brad's work with AARP, showcasing how to diagnose and rectify systemic issues that lead to customer churn and operational inefficiencies. The concept of value mapping, its significance, and how it helps in uncovering friction points in customer experiences. The critical role of brand promises and how they should guide every interaction to ensure consistency and memorability. Insights into the symbiotic relationship between marketing and CX in delivering on the brand promise. Meet Brad Brad has had the privilege of leading organizations in their customer-centric transformation at Symantec, Yahoo!, and Sage as their CCO/CMO. Across his 30+ years of leadership, Brad has led global support and service functions for Oracle, Openwave, and Verisign as well as small start-ups. Leveraging decades of experience and insights gained from over 50 client engagements, he knows how to quickly identify, unlock and realize the trapped value concealed across any organization. Currently, Brad is the President & Chairman of the Board of the Consortium for Service Innovation and through the work of the Consortium, has helped 100’s of customer service organizations innovate better business models to deliver deep value to their customers while better engaging their employees to grow their businesses. He is also one of their recognized Innovators. Brad is also a Co-Founder and Tribal Advisor at TribeCX Ltd, an alumni member of the Forrester Chief Customer Executive Council, and the Chief Customer Officer (CCO) council, and a alumni Board Member (2018-2021) & recognized Innovator of Customer Experience Professional Association (CXPA). He is also a Certified Customer Experience Professional (CCXP). He is a recognized thought leader in the Customer Experience and Service Innovation space and has published dozens of articles for various online publications including Forbes, New York Times, Fox Business, and Entrepreneur. He is a frequent keynote speaker across the CX and Customer Service industries. Brad is home based in Irvine CA and is the Founder/President of Vector Business Navigation, Inc. – A customer experience/customer success transformation consulting provider - committed to mentoring inspired leaders to successfully navigate their CX ecosystems since 2015. You can learn more about Brad here: All things CX Considered Podcast with Bob Azman The Conversational Podcast with Julie Roehm Reasoned Podcast with Sabrina Meditz

I'm thrilled to host Dr. Maxie Schmidt, a principal analyst at Forrester's Customer Experience Practice. Maxie is a global thought leader in CX measurement and value for customers, and she dives into the significance of customer value metrics. From how companies can effectively measure what their customers truly value, to the intricacies of trust and co-creation, Maxie offers unparalleled insights that are sure to challenge conventional thinking and provide actionable strategies for CX leaders. This conversation stands to be invaluable for anyone eager to foster stronger customer relationships and drive business success through customer-centric strategies. Why You Should Listen: Learn about innovative approaches to measuring customer value. Understand how to build trust and maintain customer loyalty. Discover ways to co-create value with your customers. Gain actionable insights from a leading expert to elevate your customer experience strategies. Key Questions: What are customer value metrics, and why has measuring them been a challenge for companies? Maxie provides a foundational understanding of customer value metrics and sheds light on common misconceptions in current measurement practices. Can you explain the concept of co-creation of value with customers and provide practical examples? Maxie explores the co-creation of value by using real-world scenarios, emphasizing the importance of customer engagement and mutual value generation. What specific steps can companies take to better measure the value that customers perceive they are getting? She discusses methodologies and strategies businesses can implement to accurately gauge the perceived value from the customer's perspective. Why is it crucial for companies to understand their role in the customer's value network, and how can they identify where they should play? Maxie elaborates on the need for companies to identify the right touchpoints in the customer journey, backed by examples like DBS and AARP, to ensure they are adding genuine value. Tune in to this episode for a transformative conversation that promises to enhance your approach to customer experience and business growth. Forrester Articles on Value: How we define value: https://www.forrester.com/blogs/value-for-customers-a-60-second-look-at-the-top-11-driver-categories/ https://www.forrester.com/blogs/three-truths-about-value-for-customers-hint-you-cannot-deliver-it/ Deeper dive into why companies cant “deliver” value: https://www.forrester.com/blogs/the-customer-is-neo-not-you/ And here a recent piece on journeys and value: https://www.forrester.com/blogs/energize-your-journey-portfolio-optimize-journey-value-for-customers-and-the-business/ Meet Maxie! Maxie Schmidt VP, Principal Analyst Forrester Dr. Maxie Schmidt is a principal analyst in Forrester’s customer experience (CX) practice. She leads Forrester’s research on CX measurement and value for customer. In her role, she advises leaders on how to build effective CX measurement programs, make the case for CX, and cocreate value with customers. Maxie is a frequent keynote speaker at conferences and leads CX workshops at events. Previous Work Experience Before joining Forrester, Dr. Schmidt was a management consultant at Simon-Kucher & Partners. She led global engagements with firms across industries to improve products and pricing and to design pricing processes and governance. Prior to that, Maxie was an assistant professor of services management at the School of Business in Ingolstadt, Germany. Education Maxie earned her doctorate and taught as the chair of service management at the School of Business in Ingolstadt, Germany. She was awarded an Emerald Literati Best Paper Award for research on the frustration that customers experience in loyalty programs. She also published a book on optimizing the quality of customer interactions in contact centers.

When you think of combinations who comes to mind? 👉 Jobs and Wozniak? 👉 Proctor and Gamble? 👉 Hewlett and Packard? When it comes to customer experience and one-to-one marketing, hands down, it's Don Peppers and Martha Rogers. They are the individuals behind the Peppers and Rogers brand. Don has authored or co-authored eleven different business books, collectively selling more than a million copies in 18 languages.  In 2022 Peppers and Rogers released the greatly revised and updated Fourth Edition of their graduate-level textbook and desk reference, Managing Customer Experience & Relationships (Wiley, 2022). I had the chance to pick Don's brain about the intersection of AI and customer experience management. It was a lesson in how to think about the value customers expect and the value companies desire. There were so many powerful insights including: 👉 Transforming Customer Interactions with AI: Don highlighted how AI, especially generative AI, can revolutionize real-time, individualized customer interactions by analyzing emotional sentiment and providing empathetic, immediate responses. 👉 Rethink Success Metrics: Don emphasized the importance of measuring success through customer-centric metrics like customer lifetime value (CLV) and proposed the innovative concept of 'Return on Customer (ROC)' as a more accurate gauge of business performance over traditional Return on Investment (ROI). 👉 Fostering Trust for Long-term Value: A significant part of his message was about building trust with customers. Don stressed that maximizing customer value inherently requires businesses to always act in their customers’ best interest, nurturing trust and long-term relationships. Don's vision and experience provide a roadmap for leveraging AI in creating truly personalized customer experiences. For more pearls of wisdom from Don Peppers, tune into the full episode of the Delighted Customers Podcast! Meet Don Peppers During the course of his career, Don has authored or co-authored eleven different business books, collectively selling more than a million copies in 18 languages.  His first book, The One to One Future: Building Relationships One Customer at a Time (Doubleday, 1993), coauthored with business partner Martha Rogers, kick-started the Customer Relationship Management discipline (“CRM”), which has evolved over the years into the “customer experience” field.  This is near and dear to my heart because I’ve had the blessing to teach customer relationship management at Michigan State in the first CXM Masters Degree program in North America.   So you’ll have to understand, this is an extra special episode for me. To have the Tom Brady, the Wayne Gretzky, the Babe Ruth, and the Michael Jordan the GOAT on the show is a big deal. Finally, In 2013 Don and Martha were inducted into the Data & Marketing Association’s Hall of Fame, along with their business colleague Seth Godin (Don wrote the foreword for Godin’s 1998 breakthrough book Permission Marketing).  In 2022 Peppers and Rogers released the greatly revised and updated Fourth Edition of their graduate-level textbook and desk reference, Managing Customer Experience & Relationships (Wiley, 2022). As an Adjunct Professor of Marketing at Menlo College, Don teaches from this very textbook, and when time permits he Harvard Business Review articles: World Class Bull (May 2009), an HBR Case Study commentary, with Martha Rogers Is Your Company Ready for One-to-One Marketing? (Jan-Feb 1999), with Martha Rogers and Bob Dorf Do You Want to Keep Your Customers Forever? (Mar-Apr 1995), with Martha Rogers and B. Joseph Pine II    

'Duh' was a common phase when I was an adolescent.  Kids used it in a not-so-nice way to let the other person know that what they were stating was obvious.  In all of my years in customer experience management, it never occurred to me to consider the impact of partnerships on CX. If you think about it, it's a 'duh.' On today's show, I'm excited to introduce Theresa Caragol, who has authored  Partnering Success: The Force Multiplier to Achieve Exponential Growth. Theresa shares powerful insights on how to move beyond “random acts of partnering” and build intentional strategies that drive meaningful business outcomes. We explore Achieve Unite’s three-part framework—talent development, ecosystem strategy, and profitable growth programs—and its role in fostering successful partnerships. Other key topics include: Why strategic partnerships are essential to delivering exceptional customer experiences. Common misconceptions leaders have about partnerships and how to uncover gaps in their strategies. The concept of “partner lifetime value” versus “customer lifetime value” and the unique benefits of prioritizing it. Tune in to learn how to create partnerships that not only fuel growth but also elevate your customer experience to the next level! Show Notes: 2025 Partnering Trends: https://www.linkedin.com/pulse/2025-partnering-success-trends-theresa-caragol-bc7mf/?trackingId=O%2F4Y2pViSJa%2BFsYtopOTpw%3D%3D Link to what we would tell our younger selves: https://www.linkedin.com/pulse/letter-our-younger-selves-theresa-caragol-czzoe/?trackingId=01m35CVRRhuwhlMSwAbtyQ%3D%3D All the partnering success monthly editions https://www.linkedin.com/newsletters/6932307608557010944/ Partnering Success book for order: https://theresacaragol.com/partnering-success-book/ Press release Partnering success book: https://www.einpresswire.com/article/739586771/theresa-caragol-s-new-book-shows-how-strategic-partnerships-drive-today-s-business-success Meet Theresa Theresa Caragol is the Founder and CEO of AchieveUnite Inc. A visionary leader with over 20 years of experience in global partnerships and strategic alliances valued at $500M+. She has driven business growth across 50+ countries through innovative collaboration. Theresa is passionate about empowering leaders through growth, trust, and collaboration. With expertise in leadership development, emotional intelligence, and partnerships, Theresa has trained thousands in leadership, channel, and partnering best practices. She also designs programs for companies, associations, and universities. A sought-after speaker and author of Partnering Success: The Force Multiplier to Achieve Exponential Growth (Amazon #1 New Release and best seller in 20+ categories), Theresa has held executive roles at Extreme Networks, Ciena, and Nortel. She holds an MBA, an Executive Master’s in Leadership, and an executive coaching certification.

In this thought-provoking episode of the Delighted Customer Show, we are thrilled to welcome back Marbue Brown, the visionary founder and CEO of Customer Obsession Advantage. An authoritative voice in the intersection of AI and customer experience (CX), Marbu has recently contributed to the bestselling book, "The AI Mindset: Thriving in Civilization's Next Big Disruption."  Marbue discusses his chapter, "Transforming Customer Experience with AI Strategies and Innovation," where he refutes the common belief that AI-driven interactions lack personal touch. He shares insights on utilizing AI to tackle long-standing challenges in customer service, such as optimizing onboarding and training processes to improve proficiency and reduce costs. By leveraging AI to simulate training scenarios, companies are enhancing their customer support capabilities while drastically cutting their training times and expenses. He shares real-world applications, highlighting how AI is revolutionizing business operations, especially in call centers, where quicker information aggregation and comprehensive customer journey insights are leading to improved agent performance and customer satisfaction scores. Marbu stresses the importance of selecting trustworthy AI providers and starting with clear use cases rather than getting lost in the technological allure. Marbue also provides actionable advice for businesses, emphasizing maintaining an open mind and a learning posture towards AI opportunities while recounting his own enlightening experiences. I personally loved the example he shared about how Sam's Club is using AI to improve the checkout process for customers. Tune in for a deeply insightful dialogue that addresses how AI can not only solve existing problems but also unleash new possibilities for businesses to thrive in the next big disruption. Meet Marbue B. A. Marbue Brown is author of the book Blueprint for Customer Obsession and the Founder and CEO of The Customer Obsession Advantage (customerobsession.net), a firm dedicated to helping companies achieve extraordinary business results through customer obsession.  He is an accomplished customer experience (CX) executive with a track record of thought leadership and signature business results at some of the most iconic companies on the planet, including JP Morgan Chase, Amazon.com, Microsoft Corporation, and Cisco Systems.  His expertise has been featured in premier media outlets, including The Wall Street Journal, The Washington Post, USA Today, Fox Business, CNN Business, CBS News, Yahoo! Finance, Forbes, The Baltimore Sun, The New York Post, Wharton Business Daily, and KTLA-TV. The new book is The AI Mindset: Thriving in Civilization's Next Big Disruption.  You can find it here.  

I'm excited to kick off season 3 with Rob Markey! It's his third time on the show, and I think you will see why I'm so excited about the insights he shares. Rob is a Senior Lecturer at Harvard Business School and an Advisory Partner at Bain and Company. He’s widely known for his work on customer loyalty and the development of the Net Promoter Score and System. 🌟 In this episode, we explore Rob's journey and his current role at Harvard, including his innovative approach to teaching customer experience management. Here are 3 key takeaways you won't want to miss: 🔍 Service Business Design: Learn how understanding customer needs and crafting a value proposition around those needs can drive business success. From extermination businesses to banking, effective service design is crucial. 📈 Customer and Employee Management Systems: Dive into the importance of customer management systems that help customers navigate the business model and employee management systems that elevate and empower employees to deliver exceptional service. 💡 Learning and Adapting: Discover the power of customer feedback and how companies can adapt, innovate, and grow even in the face of market changes and challenges. A great example discussed was the untapped potential in effectively responding to customer praise. 🌟 Special Highlight: Rob shares fascinating insights from his classroom experiences and practical exercises, like the customer compatibility exercise and letter-writing campaigns to service organizations. These exercises show the powerful impact of customer communication and feedback. Don’t miss out on this episode packed with actionable insights and thought-provoking discussions on modern customer experience management! Tune in now and transform your CX strategy. 🎧🔥 #CustomerExperience #CX #BusinessStrategy #HarvardBusinessSchool #Leadership #CustomerLoyalty #Podcast #NetPromoterScore #MarkSlatin

Meet Alek Alek Catlett is a manager in EY's AI & Data consulting practice, where he has worked for the past 4 years. Alek helps his clients solve complex problems where the customer and data meet. Prior to EY, Alek spent 6 years at Tailored Brands, parent company to Men's Wearhouse, Jos. A. Bank, and Moores. Alek is also a graduate of the first Masters of Science in Customer Experience Management in North America from Michigan State University.

Tom Shimko, a seasoned expert in customer experience (CX) and marketing, to discuss the ROI of CX. Tom highlights the necessity of treating CX as a strategic imperative rather than a mere nicety. He unpacks the IDIC framework by Peppers and Rogers, emphasizing identification, differentiation, interaction, and customization as key steps. Tom shares insightful case studies, including work with 1800 Flowers, AIG, and Prudential, demonstrating how targeted CX improvements can significantly enhance customer value and reduce attrition. He underscores the importance of aligning CX initiatives with senior leadership’s goals and understanding customer needs at every lifecycle stage to justify continued investment in CX efforts. What are some misconceptions about proving the value of customer experience? Addressing misconceptions helps CX leaders understand the critical elements that often go overlooked or misunderstood. Tom highlights the importance of measurable metrics in customer experience, which are essential for justifying investments and making informed decisions. It also helps shift the view of customer experience from being a "nice to have" to a strategic necessity. How does the IDIC framework relate to the customer lifecycle? Tom discusses the IDIC framework, which includes Identification, Differentiation, Interaction, and Customization. Understanding this framework allows businesses to segment their customers effectively, address their needs more precisely, and measure the impact of their strategies. By relating it to the customer lifecycle, Tom shows how this framework can be applied in real-world scenarios to enhance customer relationships and drive business growth. Can you walk through some use cases from your experience to give leaders a blueprint for how they might identify opportunities to calculate the ROI of CX? Real-world examples and use cases provide practical insights and a blueprint for CX leaders. Tom's examples from 1-800-Flowers, AIG, and Prudential show how specific strategies can have a significant impact on business metrics like customer retention, revenue, and cancellation rates. These use cases offer actionable steps for leaders to follow and adapt to their unique contexts. Meet Tom! Tom Shimko brings a background of 20+ years of experience leading marketing, customer experience, and strategic planning in both senior management and consulting roles.  These have included building and leading the consulting division as a Senior Managing Partner at Peppers & Rogers Group, Director of International Marketing at Prudential, Head of Marketing Intelligence and Customer Experience at GE Capital, SVP, Customer Retention and Loyalty at AIG, and as the Chief Marketing Officer at Pitney Bowes, Danbury Health Systems, and the DMA.  His consulting clients cross B2B, B2C and Nonprofit sectors, and include organizations such as Acxiom, Oracle, 1800Flowers, Space.com, Jaguar, Wolters Kluwer, Rodale Publishing, the American Cancer Society, and the Young President’s Organization.  Tom currently leads Shimko1to1.com, where he helps organizations to increase customer acquisition, improve retention, and grow customer value, by focusing on customer needs, potential value, and by improving the customer experience.  Known for driving transformative growth, Tom excels in crafting innovative customer-centric strategies and leveraging data-driven insights, with a focus on action, impact and results. 

On the latest episode of The Delighted Customers Podcast, Roxie Strohmenger, CCXP, an acclaimed CX strategist and Board Chair-Elect of CXPA, shares valuable insights on the power of data in customer experience. Roxie has shaped industry standards, from co-defining Forrester's CX Index to leading award-winning CX initiatives at UKG, and is now a principal strategist at Heart of the Customer. In this episode, Roxie introduces the “web of data,” a groundbreaking concept for accessing and integrating diverse data sources to accelerate decision-making. She explains how CX leaders can leverage this approach to give executives real-time, actionable insights supporting strategic business goals. Roxie also examines the repercussions of limited data access, which often results in CX being seen as a cost center rather than a strategic partner. She offers practical strategies for CX professionals to foster collaboration with IT and data teams and overcome technical and regulatory barriers to streamline data integration. Finally, Roxie highlights the importance of aligning CX metrics with key operational and financial metrics. This alignment helps CX professionals communicate their value effectively to executives, fostering buy-in and elevating CX as a strategic asset. Listen in to discover actionable strategies to navigate data challenges and make a compelling case for CX at the executive level! Meet Roxie Roxie Strohmenger is an innovative, determined, and passionate award-winning CX Change Maker who believes great things don't happen in your comfort zone. With over 20+ years of experience, Roxie has a passion for designing and executing innovative CX transformation initiatives that are linked to operational metrics and financials to create differentiated, high-quality emotion-focused experiences that create, sustain, and expand customer loyalty. Roxie is currently a Principal Strategist at Heart of the Customer partnering with CX Leaders to deliver solid ROI and also serves as the Vice Chair on the board of directors for the Customer Experience Professionals Association (CXPA). Her expertise has also been featured in podcasts, webinars, and in the book, “Do B2B Better: Drive Growth through Game-Changing Customer Experience."

Seth is a legendary thinker and marketer known for challenging conventional wisdom. In this episode, he dives into his latest book, This is Strategy, offering fresh perspectives on how to craft and execute a powerful strategy in today’s fast-changing world. Beyond just strategy, Seth explores the crucial connection between strategy and customer experience (CX), helping listeners understand why aligning these two elements is key to driving sustainable business growth. Whether you're a business leader, CX professional, or strategist, this episode offers actionable insights you can put into practice immediately. Meet Seth! Seth Godin is an author, entrepreneur and most of all, A teacher Seth is an entrepreneur, best-selling author, and speaker. In addition to launching one of the most popular blogs in the world, he has written 21 best-selling books, including The Dip, Linchpin, Purple Cow, Tribes, and What To Do When It's Your Turn (And It's Always Your Turn). His book, This is Marketing, was an instant bestseller in countries around the world. His latest books are The Song of Significance and The Practice, and creatives everywhere have made it a bestseller. Though renowned for his writing and speaking, Seth also founded two companies, Squidoo and Yoyodyne (acquired by Yahoo!). By focusing on everything from effective marketing and leadership, to the spread of ideas and changing everything, Seth has been able to motivate and inspire countless people around the world. In 2013, Seth was one of just three professionals inducted into the Direct Marketing Hall of Fame. In an astonishing turn of events, in May 2018, he was inducted into the Marketing Hall of Fame as well. He might be the only person in both.

Customer Experience Management takes on an entirely different context when you or a loved one gets a cancer diagnosis. As you'll hear from my guest on this episode, the healthcare system is broken in many ways. UNC is starting with a better way to listen. Loretta Muss, coordinator of the Patient and Family Advisory Council (PFAC) at the North Carolina Basnight Cancer Hospital, recently retired after advocating for patients, families, hospital staff and administration for the past 14 years. Muss started in her role with the PFAC in 2009 with the hope of strengthening the relationship between patients, caregivers and their cancer care teams. On this episode of The Delighted Customers Podcast, Loretta talks about some of the realities stressing our healthcare system and the impact on patients. She shares the immensely successful PFAC she launched for UNC's Cancer Hospital and we talk about how the model can be used to help businesses inside and outside of healthcare. Here are three pivotal questions she answered, which we believe can reshape how we view healthcare: How can caregivers' inclusion in advisory councils transform patient care? Caregivers play a crucial role in the patient journey, often providing the most consistent care. Understanding their perspectives can lead to more holistic and effective healthcare solutions. What strategies can be employed to prevent burnout among healthcare providers while maintaining high standards of compassionate care? Burnout is a critical issue affecting healthcare providers worldwide. Addressing it is essential to ensure that providers can continue delivering the high-quality, compassionate care that patients need. In what ways can personalized patient interactions improve overall healthcare outcomes? Personalization in healthcare can bridge the gap between clinical efficiency and patient satisfaction. Exploring this can lead to better health outcomes and a more humane healthcare experience. Curious about Loretta's insightful answers? Tune in to our latest podcast episode and discover how these questions and their answers can drive significant improvements in the healthcare sector. 

Cyndi Lyon is the VP of Customer Experience and Strategy at Otava. She's a Certified Customer Experience Professional and earned her Master of Science in Customer Experience Management from Michigan State University. In this episode, she broke down some of the key barriers that get in the way of building a successful customer experience management practice and offered some actionable ways to overcome them. In this episode Cyndi answered these questions and more: Do You Have a Clear Vision and Plan for Your Organization? Cyndi underscores the importance of having a clear roadmap for your organization’s future. It’s not just about the big picture—breaking it down into manageable, actionable steps that employees and stakeholders can understand and support is crucial for long-term success. Are You Iterating and Celebrating Small Wins? Cyndi believes that even the best plans will fall short without iteration. Starting small and making adjustments along the way allows for steady progress. By breaking long-term strategies into smaller, achievable milestones, you not only keep teams engaged but also create momentum by celebrating each victory. Is Your Approach Employee- and Data-Centric? Cyndi highlights the power of linking CX metrics to business data and effectively communicating these insights to stakeholders. She emphasizes the importance of understanding who owns the data and engaging champions within the organization to propel the CX strategy forward. Meet Cyndi! CYNDI LYON, CCXP With nearly 30 years of industry experience, Cyndi Lyon is a trailblazer in the realm of customer experience (CX). As the Vice President of Customer Experience Strategy at OTAVA, she is leading a transformative shift towards a customer-centric model, ensuring that the customer is always at the heart of every strategy through relentless focus on continuous improvement and operational excellence. Cyndi's dedication to CX is unparalleled. Recently, she earned her Master’s in Customer Experience Management from Michigan State University, marking her as a pioneer in this evolving field. Her expertise spans creating exceptional customer experiences, operationalizing CX strategies, drive continuous improvement and fostering a customer-centric culture that permeates every aspect of business operations. For Cyndi, the cornerstone of every successful business is a deep understanding and genuine appreciation of the customer. Cyndi's career spans product management, technology operations, professional services, marketing, and more. This breadth of experience fuels her passion for delivering top-notch customer experiences. Her drive for enriching product and service delivery is realized through innovation, collaboration, process improvement, and organizational development. Since joining OTAVA in 2018, Cyndi has built a legacy of success, leading the company’s product, marketing, and business strategy, and heading the operations team to streamline processes and systems. Her ability to build and inspire teams, coupled with her strategic foresight, has been instrumental in OTAVA’s growth and customer satisfaction. Outside of her professional life, Cyndi is a proud wife and mother of two teenage daughters. She holds the prestigious CCXP certification and enjoys regularly participating in half marathons and spending quality time with her family in Ann Arbor, Michigan.

One of the major problems that data visualization solves is the need for quick and clear communication of complex insights, particularly to time-constrained executives.  It’s about storytelling with data…but how? With her extensive expertise in data analytics and digital transformation, Katie Manty, a professor at Michigan State University’s Customer Experience Management Master’s program and a leader at Omnicom Health Group, offers unparalleled insights into this crucial aspect of business strategy.  In this episode of "Delighted Customers Podcast," Katie shares compelling strategies and best practices for utilizing data visualization to enhance customer experience and drive executive buy-in. Key Takeaways: 1. Customer Experience Improvements:    - Pain Points in Banking: Katie highlighted how customers in banking and investment sectors often struggle with mobile check deposits and managing dormant 401(k) accounts. The complexity and inaccessibility of instructions lead to dissatisfaction. She shares best practices on how to solve for that. 2. Data Storytelling:    - Katie's personal advice: Focusing on data storytelling and understanding audience incentives can significantly improve your professional influence. She walks through several illustrations of how to effectively tell stories with data. 3. Effective Data Visualization:    - Importance for Executives: Visualizing data is essential for conveying insights quickly and clearly to senior leadership, facilitating swift decision-making. Katie shares common missteps and how to overcome them. Meet Katie: Katie has a passion for building highly-prized customer experiences. Throughout her marketing technology enablement career, she gathers multiple perspectives, analyzes data sets, forges a business vision and puts the initial concept into production using a test and learn mindset for continuous improvement of the product or process. Katie has been with Omnicom Health Group for three years as a leader in digital transformation and data analytics capabilities in the health care sector primarily supporting biotech and pharmaceutical marketing teams.  Katie services clients with Omnichannel marketing solutions based on a framework and capabilities that she derived from years of marketing and data strategy experience. She is a Thought Leader enabling colleagues to upskill and speak marketing acumen underscored by data, data visualization and technology integration concepts. She shares a regular Data Coffee Talk with colleagues on all topics data in marketing including how AI is changing the advertising business. She began her career at Ernst & Young leading application development, business analysis, roadmap visioning and emerging technology teams. Katie earned an MS degree from MIT in the Management of Technology. Her undergraduate degree is from Smith College with a BA in Computer Science and Economics double major.  Katie is an active alum with both of her alma maters. She spends her free time soaking up the sun as an avid beachgoer, consuming fiction and shuttling her teenage daughter to activities.  Additionally, Katie is a Faculty Instructor for MSU’s MS in CXM degree. She teaches Data Analysis, Data Integration and Data Visualization as part of the program.

A 34-year-old man fighting for his life in the intensive care unit is on an artificial respirator for over a month. Could it be that his chance of getting off the respirator is not how much his nurses know, but rather how much they care? A 75-year-old woman is heroically saved by a major trauma center, only to be discharged and fatally struck by a car while walking home from the hospital. Could a lack of compassion from the hospital staff have been a factor in her death? Compelling new research shows that health care is in the midst of a compassion crisis. But the pivotal question is this: Does compassion really matter? In Compassionomics: The Revolutionary Scientific Evidence That Caring Makes a Difference, physician scientists Stephen Trzeciak and Anthony Mazzarelli uncover the eye-opening data that compassion could be a wonder drug for the 21st century. This episode is packed with practical insights and ROI evidence for customer experience investment. Join me and my guest, Dr. Stephen Trzeciak, author, Ted Talk speaker, and, oh yeah, Chief of Medicine at Cooper University Healthcare. In this episode: Evidence-Based Compassion: Compassion in healthcare isn’t just a moral imperative; it has measurable, impactful benefits. Studies show that even a 40-second compassionate intervention can significantly reduce patient anxiety. ROI of Compassion: Compassionate care doesn't just improve patient trust and outcomes; it also positively affects hospital revenue, reduces staff turnover, and enhances overall service quality. Compassionate hospitals achieve better patient loyalty and team cohesion. Combatting Burnout: Dr. Trzeciak highlights the inverse correlation between compassion and burnout. Genuine, compassionate relationships are key to fostering resilience and well-being among healthcare providers, ultimately improving team retention and reducing costs related to high turnover. Meet Dr. T Stephen Trzeciak, MD, MPH is a physician scientist, the Edward D. Viner Endowed Chief of Medicine at Cooper University Health Care, and Professor and Chair of Medicine at Cooper Medical School of Rowan University in Camden, New Jersey. Dr. Trzeciak is a practicing intensivist (specialist in intensive care medicine), and a clinical researcher with more than 100 publications in the scientific literature. His scientific program has been supported by research grants from the National Institutes of Health and the Agency for Healthcare Research and Quality, with Dr. Trzeciak serving as Principal Investigator. Dr. Trzeciak is the co-author of two books, Compassionomics: The Revolutionary Scientific Evidence that Caring Makes a Difference (2019), and Wonder Drug: 7 Scientifically Proven Ways That Serving Others Is the Best Medicine for Yourself (2022). Broadly, Dr. Trzeciak’s mission is to raise compassion globally, through science.

Karl Sharicz is back with his follow-up to CX-PRO, featuring advanced insights from a global lineup of 16 CX thought leaders. (Yes, I’m thrilled to be one of them!) This book highlights the power of collaboration in the CX community, bringing together practitioners, consultants, and educators. It emphasizes human-centered design, a commitment to quality, and the lasting impact of genuine human connections. The book celebrates employee-driven insights as key drivers of innovation and dives into the diverse career paths that fuel the CX ecosystem. In this episode: Why this book offers CX leaders a fresh perspective on customer experience management How the contributing authors were selected A closer look at standout chapters with exclusive excerpts A teaser on my chapter about change leadership This book is an essential resource for CX leaders and anyone passionate about advancing their understanding of customer experience management. ----------------------- Show Notes: Meet Karl Karl brings over thirty years of skills and experiences gained in high-tech research and manufacturing B2B environments along with proven business acumen. Throughout his career, he has served in a broad range of roles within marketing, sales, training, and training management—developing internal and external customer relationship skills and building a decided customer-centric focus along the way. As the Founder and CEO of HorizonCX, Karl offers professional services to organizations in two general categories. Small to medium-sized businesses aiming to begin the Customer Experience journey Large enterprises on the Customer Experience journey aiming to bring it to the next higher level ​ In his former corporate role within Tyco SimplexGrinnell, a leading fire and life-safety provider doing business throughout North America, Karl served as Customer Experience Lead where and his team focused on driving those elements of the customer relationship and experience that increased customer satisfaction, reduced customer churn, and increased customer lifetime value. ​ Karl is steeped in the Customer Experience Management discipline, including developing customer-centric cultures; determining the voice of the customer and deriving insights and understanding; fostering organizational adoption and accountability; creating customer experience strategies, designing approaches that will achieve customer experience excellence, and setting up metrics and measurement systems that help drive organizational return on investment. Books: CX-PRO - Beyond the Basics: Advanced Insights for Customer Experience Professionals Paperback – September 10, 2024 by Karl Sharicz (Editor) https://www.amazon.com/CX-PRO-Advanced-Insights-Experience-Professionals/dp/B0DD9L8BKC

Dr. Forrest Morgeson, Interim Chairperson of the Marketing Department, Associate Professor in the Department of Marketing at Michigan State University, and former Director of Research at the American Customer Satisfaction Index (ACSI). With over two decades of rigorous research and numerous publications in top marketing journals, Dr. Morgeson shares his deep insights into the cyclical relationship between customer satisfaction and the economy. Discover how economic fluctuations, global events, and energy prices intricately affect customer contentment, and why satisfaction decreased pre-COVID only to rebound post-pandemic. Dr. Morgeson provides a critical analysis of the Biden administration's efforts to enhance citizen satisfaction through executive orders, exploring the complexities that set governmental services apart from the private sector. Join the discussion on common misconceptions, the importance of correlating customer satisfaction with ROI, and the challenges businesses face in capturing accurate data on satisfaction and churn. Learn why optimizing, rather than maximizing, customer experience is key to outpacing competitors, and what strategies can improve satisfaction and earnings across different industries. Tune in as Dr. Morgeson shares practical advice for business leaders and reflects on his own career journey, providing valuable nuggets of wisdom for anyone interested in customer experience and satisfaction metrics. Don’t miss this opportunity to gain expert knowledge from a leading authority in the field. Subscribe to the Delighted Customers Podcast on Apple, Spotify, and Amazon Music, and leave a five-star review to help us spread the word. New episodes drop every Thursday! For more information on the topics discussed, visit the Michigan State University's marketing department website.   Meet Dr. Morgeson Forrest V. Morgeson III is Associate Professor in the Department of Marketing, Eli Broad College of Business, Michigan State University. He also serves as the Co-Director of the Doctoral Program in Marketing. Dr. Morgeson teaches marketing management, marketing strategy, and marketing research courses to graduate students. Dr. Morgeson’s past position was Director of Research at the American Customer Satisfaction Index (ACSI), where he managed ACSI’s academic research and team of researchers, advanced statistical modeling and analysis, and the company’s international projects and licensing program. Dr. Morgeson’s research focuses on customer satisfaction and customer experience measurement and management. His work also explores the marketing-finance interface, the impact of political identity on consumer attitudes and behaviors, and the impact of information technology on customer service delivery (e-commerce and e-government). His highly cited research (4,349 citations on Google Scholar) has been published in the leading journals in marketing, including Journal of Marketing, Journal of Marketing Research, Marketing Science, Journal of International Business Studies, Journal of the Academy of Marketing Science, Harvard Business Review, Journal of Retailing, Journal of Service Research, International Journal of Research in Marketing, and Journal of International Marketing, along with several publications in the leading journals in public administration and management. Dr. Morgeson has recently published two books: Citizen Satisfaction: Improving Government Performance, Efficiency, and Citizen Trust (Palgrave Macmillan, 2014), and The Reign of the Customer: Customer-Centric Approaches to Improving Satisfaction (Palgrave Macmillan, 2020). In addition, over the past 20 years

I first met Tom DeVries when he was giving a keynote at the 2024 CXM 360 Conference at Michigan State University. Tom took an unorthodox approach to the keynote by not talking for the first 5 minutes. What? Yup! He used non-verbals, videos, and audio cues to engage the audience. Tom has built a successful design firm and has shifted his focus in the last 12 years to include customer experience. He is an expert in human-centered design and has worked with some of the biggest brands in the US. He shares some invaluable wisdom in this episode including: CX Metrics vs. Genuine Improvement: Tom criticizes organizations for focusing too much on CX metrics rather than genuine improvements. Operational Changes for Better CX: He suggests that organizations should initiate changes at the operational level before implementing measurement systems. Transformative Change in CX: Tom speaks about the need for transformative change in CX. Adaptability in CX Roles: Tom notes the importance of learning how to learn and adapting quickly in the current business environment. How can CX leaders foster a culture of adaptability within their teams? Case Studies and Pilot Programs: Tom emphasizes using case studies and pilot programs to demonstrate CX improvements. He discusses some key elements that should be included in a case study to make it impactful Brand Behavior and Customer Perception: The episode discusses how a brand is defined by its behavior and how it is perceived through customer experiences. The episode touches on the idea that brands today compete for relationships rather than transactions. How can businesses effectively build and maintain strong relationships with their customers? Shifting from Mechanical to Ecosystem Thinking: He urges businesses to shift from mechanical to ecosystem thinking. In what ways can adopting an ecosystem mindset benefit an organization in today’s fast-paced environment? Storytelling in Brand Strategy: The role of storytelling in brand strategy is highlighted in the episode. The episode is loaded with useful insights; some of which challenge traditional CX approaches. Meet Tom: Tom DeVries is a creative, straight-shooting strategist with a reputation for crafting industry-leading products, brands, and experiences. By fusing business, technology, and humanity, he creates solutions that hit hard, turn heads, and boost bottom lines. As the founder of ThoughtFull, an award-winning design firm, and Crucx, the world’s simplest customer experience operating system, Tom drives growth by liberating organizations and their customers from the ordinary.

One of the most challenging jobs is to change a culture that achieved success with legacy thinking. It all starts with trust, especially if you are a CX leader. Stuart Gilchriest is a Certified Customer Experience Professional (CCXP) who has worked in CX for 10+ years across multiple industries . After starting his career in the hospitality industry in his native England, he transitioned into Customer Experience roles in the travel industry and became a respected voice on VOC program management, CX Strategy and Experience Design. He is most proud of helping Hertz achieve their only JD Power Customer Satisfaction wins in the past 20 years, in 2019 and 2020. Stuart shares some practical applications in this episode including: Community Support: Stuart emphasizes the importance of reaching out to communities for support when facing challenges. The Forgetting Curve: Stuart discusses the "forgetting curve" by Ebbinghaus and the importance of reinforcing information through repetition. How can this concept be applied effectively within an organization to improve stakeholder engagement and information retention? The Role of Repetition in CX: How do you ensure that key information and messages are consistently reinforced with your stakeholders to foster deeper relationships and ensure effective communication? Change Management and ADKAR: The episode touches on change management models like ADKAR. Building Trust: Stuart speaks about building and maintaining trust through practices like listening tours and the "emotional bank account" concept. CX Roadmap: Stuart emphasizes the importance of a CX roadmap that addresses both short-term and long-term goals while aligning with stakeholder metrics. This episode is packed with gems Meet Stuart: Stuart Gilchriest, a Certified Customer Experience Professional (CCXP) has worked in CX for 10+ years across multiple industries including hospitality, education, travel, vehicle rental (Hertz), and HR technology (UKG). He is currently Director of Sales Experience at Mercury Insurance, a mid-sized P+C insurance carrier based in Los Angeles, CA. He is passionate about the CX discipline and helping turn customer and agent insights into financial and operational success for Mercury. After starting his career in the hospitality industry in his native England, he transitioned into Customer Experience roles in the travel industry and became a respected voice on VOC program management, CX Strategy and Experience Design. He is most proud of helping Hertz achieve their only JD Power Customer Satisfaction wins in the past 20 years, in 2019 and 2020. Stuart holds a BA in Economics from the University of Nottingham in the UK, an MBA from Hult International Business School in Boston, MA, and a Certified Customer Experience Professional (CCXP) designation. He currently lives in Naples, FL with his wife Mayra, son Nicolas (21), daughter Mariana (5) and dog Chewy. He is a sport fanatic and has watched live sports on 5 continents (and counting), is an avid traveler (Colombia is a favorite destination), and is currently working on perfecting his homemade Indian curry recipes (the spicier the better!).

This week on The Delighted Customers Podcast, I’m thrilled to welcome Jeff Dickshinski, a Senior Product Designer and Design Lead at Microsoft. With a career spanning digital product development, creative management, and UX design for public-sector and Fortune 100 companies, Jeff brings a wealth of knowledge to the table. At Microsoft, he leads the creation of mission-critical products for U.S. government and enterprise customers, leveraging human-centered design and UX research. In this episode, we examine the shift from engineering-focused solutions to user experience-driven design. Here are four key takeaways: 👉 Embracing User Experience Design: Learn how to foster a cultural shift from engineering-centric to customer-centric solutions, including strategies for educating teams and securing leadership buy-in. 👉 Microsoft’s UX Journey: Gain insights into Microsoft’s UX maturity levels, diverse design groups, and the integration of UX into product development. 👉 Tools and Methodologies: Discover the “jobs to be done” framework and traditional personas, emphasizing the importance of understanding customer goals and emotions. 👉 Building a User-Centric Culture: Explore the value of cross-functional collaboration in creating a culture that drives better product outcomes. Whether you’re a designer, developer, team leader, or CX professional, this episode is packed with actionable strategies to elevate your UX game. Meet Jeff Jeff Dickshinski is an award-winning product design professional with extensive experience in digital product development, creative management, and visual design, for public-sector and Fortune 100 companies. Currently, Jeff is a Senior Product Designer and Design Lead at Microsoft, where he creates mission-critical products for U.S. government customers and internal enterprise- level products, leveraging human-centered design, UX research, and ideation for innovative, end- to-end experiences. Prior to joining Microsoft, Jeff led the UX design consulting practice at LMI. He has also worked at Marriott International and IBM. He holds a BA in psychology, from the University of Maryland at College Park.