Experience Investigators

Experience Investigators

Customer Experience Advisory Services, Thought Leadership, Education

Jeannie Walters is an award-winning customer experience expert and international keynote speaker trailblazing the movement from “Reactive Customer Service” to “Proactive Customer and Employee Experience.”

As a Certified Customer Experience Professional (CCXP), a charter member of the Customer Experience Professionals Association, as well as a Professional Member of the National Speakers Associat

29/07/2024

Most people know what customer service is.

But how does it differ from customer experience – and why is the latter a superpower when it comes to achieving business results?

That's what we're diving into now on Experience Action >> https://bit.ly/4dp976j

26/07/2024

We can't believe it's been 15 whole years since starting Experience Investigators. In a way, it's flown by, and in a way, it feels it's been a lifetime. 🥳

Regardless, we've grown our team, gained amazing clients, and overall feel so grateful for the journey.

We've had the honor of working with passionate CX leaders, driving meaningful change, and creating a community dedicated to elevating customer experiences. Here's to 15 and many more years to come.

Catch the full celebration video here: https://bit.ly/4fhIEJT

Thank you so much for being here! 🎉

[Experience Action Podcast] AI in the Employee Experience 22/07/2024

Ever wondered how artificial intelligence (AI) could reshape the way we work - and transform the employee experience?

Gain insights into how AI can boost efficiency, sharpen decision-making, and foster personalized skill development – and then dive into the ethical maze of AI integration, especially its impact on remote work environments >> https://bit.ly/3LCpj8s

[Experience Action Podcast] AI in the Employee Experience Ever wondered how artificial intelligence could reshape the way we work? Join us for an exciting conversation about the transformative power of AI on the employee experience.

19/07/2024

Does your organization need a management consultant or a customer experience consultant?

There are a few similarities between the disciplines. But there are even bigger differences.

Discover what's best for your organization (hint: it's about what you're trying to achieve) – and how to explain the true value of CX (and CX consulting) when talking to your organizational leaders.

https://bit.ly/46cIJdA

7 Common Mistakes CX Leaders Make (And How To Avoid Them!) - Experience Investigators 17/07/2024

CX Leaders are tasked with addressing everything, everywhere, all at once. (Or at least it can feel that way!)
That's a pretty tall order for anyone, especially without a solid roadmap like our "CX Mission Statement" to keep you on track.

In this article, our CEO & Founder, Jeannie Walters, discusses some of the common mistakes that CX leaders make as they take on the large landscape of customer experience.

Being realistic with the CX goals you set, listening strategically to customer feedback, and updating your processes are just a few of the mistakes Jeannie dives into in this article.

Are you ready to make some changes in how you lead your CX team?

We'd love to hear if this article helped you get started or continue that process!

7 Common Mistakes CX Leaders Make (And How To Avoid Them!) - Experience Investigators Whether you’re new to customer experience management or a seasoned leader, it can feel challenging to know where to prioritize your time and resources, can’t it?!

[Experience Action Podcast] CX Pulse Check - July 2024 - Experience Investigators 15/07/2024

AI is having a revolutionary impact on revenue generation, supply chain optimization, and customer service using real-world examples that bridge fashion and other sectors.

Join Jeannie Walters and her special co-host David Sakamoto for the July CX Pulse Check, where we explore the immense potential of AI, how customer success principles are reshaping B2B industries, and much more >> https://bit.ly/3xNS6Uz

[Experience Action Podcast] CX Pulse Check - July 2024 - Experience Investigators We unravel how customer success principles are reshaping B2B industries on this CX Pulse Check edition of the Experience Action Podcast with Jeannie Walters and special co-host David Sakamoto.

12/07/2024

Embrace the practice of revisiting your CX foundations each new quarter. It's incredible how a few questions can actively reshape your customer experience path and drive lasting improvements to your customers.

Sign up for The Weekly Win to get access to more customer experience ideas: https://bit.ly/3StiU3B

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3 Ways to Lean Into Empathy for Better CX - Jeannie Walters, CCXP 10/07/2024

The term empathy gets tossed around a lot in customer experience. Empathy is the ability to understand and share the feelings of others. In the context of customer experience, empathy involves understanding the customer's perspective, acknowledging their emotions, and showing that you care about their needs and concerns.

Empathy is a muscle of sorts, and we have to allow ourselves to prepare the right ways to use it, get stronger at it as a skill, and understand that those recovery periods are vital to restoring energy 🔋 around it.

In customer experience, empathy is required in many ways. Learn these reasons and how to connect empathy to your customer experience at your organization 🏢 in this article: https://bit.ly/3m31QnA

3 Ways to Lean Into Empathy for Better CX - Jeannie Walters, CCXP There are certain skills, ideas, and actions that can help connect empathy at key moments for both your customers and employees – and your leaders, too.

How to Listen for Untold Feedback to Boost Your Business Results - Experience Investigators 08/07/2024

Does your organization rely heavily on receiving customer feedback via surveys? How has that response % been lately?

Most organizations need to look at other ways of receiving that all-important customer feedback, and Jeannie Walters, CEO of Experience Investigators, explains how to start looking for untold feedback in this article.

There are many options for gathering this untold feedback, full of subtle clues that can drive much-needed changes to your . Jeannie focuses on 3 of them in this article, including how to begin utilizing AI to assist you with non-survey customer feedback.

Check out the article and other amazing resources to help you take action here:

How to Listen for Untold Feedback to Boost Your Business Results - Experience Investigators Your customers actively give clues about (or directly tell you!) how to improve their experience. But are you listening in the right ways?

[Experience Action Podcast] Cybersecurity and CX 05/07/2024

Can transparency and authenticity safeguard your customer relationships during a cybersecurity crisis?

Discover vital insights into managing customer experience amid significant cybersecurity incidents.

It's possible to maintain customer trust even when service disruptions occur. Let's explore how >> https://bit.ly/3zp2diQ

[Experience Action Podcast] Cybersecurity and CX Can transparency and authenticity safeguard your customer relationships during a cybersecurity crisis?

03/07/2024

You can't control the depth of impact your efforts have on your customers' lives by merely focusing on selling widgets or delivering high-quality products.

Instead of worrying about what product features or specifications might attract attention, why not focus on understanding your customers' needs, desires, and aspirations?

Feeling overwhelmed with the challenges of improving customer experience at your organization? Not sure where to start or where to focus to get the most significant, most rapid improvements? We hear you, and we're here to help!

Complete the FREE 3-minute CXI Compass™ assessment at the link in bio under "Experience Investigators Resources".

It will point you in the right direction and provide expert recommendations on the best areas to focus your CX efforts for real results.

[Experience Action Podcast] Cross-Functional Communication - Experience Investigators 27/06/2024

Do you have collaborative channels, like Slack or Teams, where you can have a conversation about everything going on in CX and give people the real-time support they sometimes want?

These platforms can also serve as a space to share success stories, celebrate wins, and recognize team members who excel in their roles. Ensure that everyone is aligned with your CX goals and motivated to contribute to your organization's success: https://bit.ly/3zkWtqB

[Experience Action Podcast] Cross-Functional Communication - Experience Investigators Have you ever wondered how effective communication could revolutionize your organization's CX initiatives?

[Experience Action Podcast] CX Pulse Check - June 2024 - Experience Investigators 25/06/2024

Did you know Starbucks is facing challenges with long wait times and understaffing?

Here are 3 ways they're working to improve your coffee experience:

👩‍🏫 Enhanced Training: Improving staff skills for better service.
📅 Optimized Scheduling: Ensuring stores are well-staffed at peak times.
🎯 Customer Focus: Leadership is refocusing on delivering a better experience.

Get the details in the comments to learn more!

[Experience Action Podcast] CX Pulse Check - June 2024 - Experience Investigators Unlock the secrets to creating truly inclusive customer experiences with insights from Jeannie Walters and special co-host Paige Flenniken.

24/06/2024

Looking for your next live event/webinar to make a significant impact, with 100% of attendees finding them valuable and wanting to attend again? 👀

Here is the latest feedback from Jeannie Walters, CCXP, CSP recent webinar! 🌟

Learn more about Jeannie's speaking services: https://bit.ly/3xwYhvW

How to Develop Your AI Strategy as a CX Leader (Even if You’re Not Ready) 21/06/2024

Earlier today, Jeannie Walters met live with the Experience Investigators community to discuss the main things customer experience leaders need to know to start or fine-tune their AI strategy and investigate how AI can shape the customer journey.

If you missed it, don't worry! The recording is available here:

How to Develop Your AI Strategy as a CX Leader (Even if You’re Not Ready) Artificial intelligence is so ingrained in our daily lives that it’s now unavoidable — and evolving rapidly!As customer experience (CX) leaders, it’s our res...

20/06/2024

Are you tired of being given customer experience goals but no direction?

If you want to achieve greater results with customer experience, it starts with better goals.

Dive deep into how to:
• Define clear and actionable CX goals
• Integrate customer feedback into strategic decisions
• Build a better business case for customer experience investments

Set impactful customer experience goals and realize the value of aligning them with your organizational objectives. To find this episode, click the link in our bio & then "Tune in to the Experience Action Podcast".

20/06/2024

As customer experience (CX) leaders, it's our responsibility to learn how we can apply AI to transform our customer experiences. It's time to test AI's limits, see what it's good at doing, and find out where it falls short.

(We know you might not feel ready. The secret is that very few leaders do. Take one step at a time, and don't be afraid to try things.)

Join Jeannie Walters, CCXP, CSP and the Experience Investigators community on Linkedin Live this Friday at 9 am PT / Noon ET / 5 pm BST for a talk about starting or fine-tuning your AI strategy. We'll explore what customer experience leaders need to know about AI and investigate how AI can shape the customer journey.

We'll have a live Q&A session after the presentation, so stick around and bring your questions!

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[Experience Action Podcast] Management or CX Consulting? - Experience Investigators 19/06/2024

The main thing that distinguishes traditional management consulting from customer experience strategic consulting:

The focus of efforts. Management or strategy consulting look at the broader business landscape and operational efficiencies, while customer experience consulting zeroes in on how to enhance customer interactions to drive business goals.

Take these steps to connect the overall organization strategy with your customer experience goals:

[Experience Action Podcast] Management or CX Consulting? - Experience Investigators Hear some key differences and intersections between customer experience consulting and management or strategy consulting in this eye-opening episode.

Photos from Experience Investigators's post 18/06/2024

Swipe for more inspiration. 💡

Gain more practical tips in the LinkedIn Learning Courses "Creating a Positive Customer Experience" and "Customer Experience: Journey Mapping" (Links in Bio)

Photos from Experience Investigators's post 17/06/2024

From the option to order ahead at your favorite restaurant to hands-on product demonstrations when purchasing a new device → customer touchpoints run customer experience as building blocks of the customer's journey 👀✨

Inventorying your touchpoints can significantly impact your organization's success - but how do we prioritize which ones to tackle first? And how do we effectively gather and analyze data to gain insights into customer behavior and preferences?

Let's talk about it.

If you didn't get the chance to watch our live Ask Me Anything session all about customer touchpoints and why they matter in the customer journey, don't worry; you can view the recording anytime here: https://bit.ly/3KybMym

We'd also love to hear your thoughts below on all things customer touchpoints, and if there are any brands you think excels at understanding their importance. 👇

14/06/2024

Want to enhance your customer experience program for better leadership buy-in?

It might be time to rethink how you set your CX goals…

The #1 mistake CX leaders make when writing goals is a lack of focus and intentionality. What starts as a well-meaning effort often turns into a missed opportunity. We need to ensure our goals are specific, measurable, and directly tied to business outcomes.

Explore how you can make a strong business case through a strategic, centralized, and integrated approach: https://bit.ly/3RtJTeK

10/06/2024

Leveraging technology is a great way to personalize the customer's experience and make efficient use of not only our time, but our customers' time, as well.

"I'm not seeing my order, what's going on?"

"I often find it challenging to get timely updates on the status of my case. Is there a way the firm could improve communication and provide more transparent case updates?"

Using technology to bridge the gaps in the customer journey will deliver transparency and peace of mind significantly reducing the occurrence of these questions.

We'd love to hear how your team is leveraging technology uniquely to enhance the customer experience!

06/06/2024

Customers aren't just data points in your business. They're unique individuals with distinct needs and expectations. Every interaction they have with your brand, whether it's online, in-store, or over the phone, holds immense power to shape their perception of you.

That's why I encourage you to dive headfirst into inventorying customer touchpoints!

If you didn't get the chance to watch our recent live Ask Me Anything session all about customer touchpoints and why they matter in the customer journey, don't worry; you can view the recording anytime here: https://bit.ly/3KybMym

Your relationship with customers is built one step at a time. 👣

[Experience Action Podcast] CX Pulse Check - June 2024 - Experience Investigators 05/06/2024

Let's consider all customers, including those with different backgrounds, disabilities, and from other regions, when evaluating insights to design better journeys.

Apple is demonstrating efforts to make its products, such as the iPhone and iPad, more accessible through features such as eye tracking, vibration, and captions. Integrating AI could be a key step to improving inclusivity, truly changing the game.

Discover the value of inclusive thinking in designing customer experiences: https://bit.ly/4c2FCXi

[Experience Action Podcast] CX Pulse Check - June 2024 - Experience Investigators Unlock the secrets to creating truly inclusive customer experiences with insights from Jeannie Walters and special co-host Paige Flenniken.

31/05/2024

Customer experience happens whether you are intentional or not…

Your leaders might not find it a priority YET, but that doesn't make the customer experience any less meaningful.

CX leadership is a team effort that requires cross-functional goals, understanding the needs of your ideal customers, communicating with them, serving them, and making sure they are beyond satisfied throughout the entire process.

When you see organizations that succeed with CX, it's not luck or coincidence. It's the result of diligent effort and strategic planning.

How are you leading customer experience where you are?

29/05/2024

The biggest takeaway from the recent Qualtrics X4 Summit: The customer experience landscape is reshaping the way that organizations perceive themselves—and the way they engage with customers. While we need to break down data silos, implement change management strategies, and prioritize privacy and trust to optimize the use of customer data, we know real challenges await! The complexity of business means deciding the best ways to create value from ALL THIS data.

What's your best advice for prioritizing as a CX leader?

Explore the practical steps being taken by CX leaders: https://bit.ly/4e2rSxw

29/05/2024

Customer experience is more than a project, program, or department. Let's start connecting the dots for team members, so they can see how their daily efforts are tied to CX efforts!

Access the course where CX expert, Jeannie Walters, CCXP, CSP, breaks down how to collaborate for better customer experience here >> https://bit.ly/lilcxfoundations

Photos from Experience Investigators's post 28/05/2024

Recently, our team (Jeannie Walters: CEO of Experience Investigators, Paige: Director of Business Development, and Jillian: Membership Project Manager) convened at First Tech Fed at the ET/VP Experience Summit in Hillsboro, Oregon. Jeannie spoke on the member experience mindset and strategy in an ever-evolving financial landscape, prioritizing generating membership growth, fostering ownership and continuous development by cultivating curiosity, and serving as the first defense in protecting members by promoting awareness and staying informed.

The role of these member experience principles has never been more crucial to a company's success – and we're excited to continue our efforts in helping build and support more member-centric businesses as we navigate the customer experience road ahead!

Photos from Experience Investigators's post 23/05/2024

Technology and shifting customer expectations will likely create business innovations that are beyond what we can imagine today. Strategic planning and unwavering dedication are key to creating momentum that empowers today's customer experience leaders to achieve significant breakthroughs.

Our Jeannie Walters, CCXP, CSP shares her takeaways from the 2024 Qualtrics X4 Summit, addressing five key strategies to set the stage for CX success: https://bit.ly/3wLddWY

22/05/2024

Customer experience leaders sometimes get a bad rap as "the people who go around and share complaints." (Sound familiar?)

We get it! Sharing customer feedback is critical. But if we don't position the feedback properly, it can feel like we're constantly dictating a list of to-do items that need fixing. No one likes to be on the receiving end of a litany of complaints.

Try inviting colleagues to collaborate on improving the customer experience. Share insights, set clear goals, provide support, and empower teams to address challenges collectively. This approach boosts morale and engagement and increases the likelihood of finding sustainable solutions. 🤝

What are your best tips to share customer complaints with your team members to drive improvements?

Videos (show all)

Most people know what customer service is.But how does it differ from customer experience – and why is the latter a supe...
We can't believe it's been 15 whole years since starting Experience Investigators. In a way, it's flown by, and in a way...
Does your organization need a management consultant or a customer experience consultant?There are a few similarities bet...
Embrace the practice of revisiting your CX foundations each new quarter. It's incredible how a few questions can activel...
You can't control the depth of impact your efforts have on your customers' lives by merely focusing on selling widgets o...
Are you tired of being given customer experience goals but no direction?If you want to achieve greater results with cust...
Receiving feedback can be daunting for employees. But when you, as the CX leader, facilitate open communication, you'll ...
Have you secured C-suite buy-in but still don't feel like your customer-facing employees are fully aligned?Instead of so...
Feeling the pressure to make your events irresistible in this post-pandemic world? Customers have gotten really picky on...
Hitting a metric goal isn't the main objective. Instead, define the customer experience you aim to create with a CX Miss...
Where should customer experience really sit within an organization? The trend is shifting, and it might just surprise yo...
Customer experience happens whether you are intentional or not…Your leaders might not find it a priority YET, but that d...

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