Customer Experience (CX) Strategy: How to Design an Organizational Approach
1h 6mBeginner2023-01-24
Authors

Amy Balliett
CEO and Founder of Killer Visual Strategies
Course details
At most companies, the work of a customer experience (CX) professional starts after a customer has been acquired. But this approach won’t meet the needs of the modern buyer. Today, CX teams must take advantage of the larger opportunities afforded by a comprehensive, end-to-end CX strategy. In this course, CX and visual design expert Amy Balliett shows you how to leverage insights, research, and organizational tools to build a successful CX strategy worthy of long-term customer loyalty.
Amy shares best practices and practical guidance that you can apply to any customer touchpoint, with examples drawn from real-world case studies. Learn about the key elements of an organizational approach to strategy, the different types of insights and customer research, and how to prioritize some methods over others to advocate across the interests of your entire company. By the end of this course, you’ll be ready to unite your colleagues around a shared goal to delight your customers.
Amy shares best practices and practical guidance that you can apply to any customer touchpoint, with examples drawn from real-world case studies. Learn about the key elements of an organizational approach to strategy, the different types of insights and customer research, and how to prioritize some methods over others to advocate across the interests of your entire company. By the end of this course, you’ll be ready to unite your colleagues around a shared goal to delight your customers.
Skills covered
Customer Service ManagementCustomer ServiceDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Getting started on your CX strategy
- 02 - Is this the right CX course for you
1. CX Strategy - The Context
- 03 - Exploring the role of CX in your organization
- 04 - Defining and championing deep human understanding
2. CX Strategy - The Key Elements
- 05 - Compiling insights and research - Top CX methods
- 06 - Relationship vs. transactional research
- 07 - Leveraging predictive customer intelligence for CX
- 08 - Leveraging behavioral science for CX
- 09 - Leveraging cultural foresight for CX
- 10 - Brand and experience tracking for CX
3. CX Strategy - Defining Your Customer
- 11 - CX in market segmentation
- 12 - Eight steps to customer journey maps
4. CX Strategy - Building It into Branding
- 13 - CX in your external brand strategy
- 14 - CX in brand positioning and messaging
- 15 - CX in your internal brand strategy
5. CX Strategy - Applying It across Your Business
- 16 - CX in design
- 17 - CX in product strategy and design
- 18 - CX in digital transformation
- 19 - CX in omnichannel customer service
- 20 - CX in content strategy
- 21 - CX in loyalty programs
Conclusion
- 22 - Continuing to hone your CX strategy
Related courses
- Design Thinking: Customer Experience
- Build Your CX Technology Stack
- Customer Journey Mapping with Generative AI
- The CX Value Chain: Linking Customer Experience to Business Outcomes
- Customer Experience (CX) Foundations
- How to Create Great Customer Experiences
- Customer Experience Leadership
- Mastering Social Media Customer Care: Strategies from Million- and Billion-Dollar Brands
Related learn paths
- Strategic Execution and Business Impact for Senior Executives
- Stay Competitive Using Design Thinking
- Customer Success Foundations Professional Certificate by ChurnZero
- Generative AI for Customer Service with Microsoft 365 Copilot Professional Certificate
- Growing as a Customer Service Manager
- Develop Your Customer Service Skills
- CSCMP Supply Chain Foundations: Customer Relationship Management Professional Certificate
- Advance Your Skills as a User Experience Researcher