The 6 Pillars of High-Performance Customer Service Leadership: A Complete Guide to Building Exceptional Teams

Introduction

Customer service leadership has never been more challenging.

Today’s leaders are expected to improve customer satisfaction, increase retention, reduce costs, develop employees, embrace artificial intelligence, and drive operational excellence—all while navigating rapidly changing customer expectations.

Yet despite investments in technology, automation, analytics, and process improvement, many organizations continue to struggle with employee engagement, inconsistent performance, and customer dissatisfaction.

The reason is often surprisingly simple.

Exceptional customer experiences are not created by technology alone. They are created by people.

More specifically, they are created by leaders who understand how to align people, processes, culture, and technology around a common objective: delivering exceptional value to customers. Organizations that consistently outperform their competitors almost always have leadership systems that intentionally develop employees, reinforce accountability, and foster continuous improvement. While technology and artificial intelligence continue to transform customer service, the organizations generating the greatest results recognize that leadership remains the ultimate differentiator. For additional insights into how AI is reshaping customer service operations, read my article, https://bit.ly/4aaFUNy, “The 10 Most Powerful Applications of AI in Customer Service — And the Platforms Actually Leading the Market”.

More specifically, they are created by leaders who establish clear expectations, develop talent, inspire purpose, foster trust, create customer-centric cultures, and continuously challenge their teams to improve.

When Customer Service Teams Struggle

When customer service teams struggle, the root cause is rarely the employees themselves. More often, the issue lies in the leadership systems, coaching practices, culture, and accountability structures that shape daily performance.

After more than two decades leading customer service, customer success, customer experience, CRM, consulting, sales, and operations organizations, I have learned that technology, processes, and organizational structures matter far less than most leaders believe. The highest-performing teams consistently excel in six critical leadership disciplines.

These six pillars form the foundation of a high-performance customer service organization capable of delivering exceptional customer experiences, engaged employees, operational excellence, and sustainable business results.

Effective customer service leadership requires far more than managing operations and service metrics. It requires creating an environment where employees can consistently deliver exceptional experiences while growing professionally and contributing to organizational success.

Customer Service Leadership framework showing the six pillars of high-performance teams

Pillar 1: Customer Service Leadership Through Performance & Accountability

Performance creates predictability. Accountability creates consistency.

Without clearly defined expectations, even the most talented employees can struggle. Great customer service organizations establish objective performance standards and create a culture where everyone understands what success looks like.

The first step is establishing SMART goals that are specific, measurable, achievable, relevant, and time-bound. Employees should understand not only what is expected of them but also how their performance contributes to broader organizational objectives.

Successful leaders balance operational metrics such as Average Speed of Answer (ASA), Time to Resolution (TTR), First Contact Resolution (FCR), Customer Satisfaction (CSAT), Customer Effort Score (CES), and Net Promoter Score (NPS) with behavioral expectations around teamwork, professionalism, and customer advocacy.

Customer Service Leadership performance management and accountability model

Performance management should never be viewed as a once-a-year event. Instead, it should be reinforced through regular coaching discussions, performance reviews, and ongoing feedback.

One of the most important leadership responsibilities is distinguishing between skill issues and will issues. Skill issues require coaching, training, and development. Will issues require accountability and performance management. Leaders who fail to recognize the difference often apply the wrong solution to the wrong problem.

High-performing teams also develop peer accountability. Team members hold one another accountable for commitments, collaboration, and customer outcomes. Accountability becomes part of the culture rather than something imposed by management.

Leaders must also model accountability themselves. Employees quickly notice whether leaders follow through on commitments, communicate transparently, and hold themselves to the same standards they expect from others.

Leadership Takeaway

Great cultures are not built on good intentions. They are built on clear expectations, objective measures, consistent coaching, and accountability at every level of the organization.


Pillar 2: Customer Service Leadership Through Coaching & Mentoring

Great leaders do more than manage performance, they develop people.

While performance management focuses on today’s results, coaching and mentoring focus on tomorrow’s potential.

Every employee brings a unique combination of strengths, experiences, interests, aspirations, and challenges. Effective leaders invest time in understanding what motivates each team member and where they want to grow professionally.

The best coaching begins with curiosity. Leaders should seek to understand each employee’s career goals, strengths, preferred learning styles, and development opportunities. What motivates one employee may have little impact on another.

Empathy is equally important. Team members face personal and professional challenges that affect performance. Great leaders listen, seek understanding, and demonstrate genuine concern for their employees’ well-being. However, empathy should never replace accountability, and instead, it should enhance the effectiveness of performance conversations.

Individual development plans can be powerful tools for growth. These plans should identify key strengths to leverage, skill gaps to address, and career aspirations to support. Development should be personalized rather than standardized.

Stretch assignments are another critical leadership tool. Employees build confidence and competence when given opportunities to take on new responsibilities, lead projects, participate in cross-functional initiatives, or solve complex customer challenges.

Customer Service Leadership coaching and mentoring employeesShow more lines

Future leaders are often identified through these opportunities. Organizations that consistently develop internal talent create stronger succession pipelines and higher employee engagement.

The strongest examples of customer service leadership recognize that developing people is not a secondary responsibility—it is one of the primary drivers of long-term organizational performance.

Leadership Takeaway

The greatest legacy of any leader is not what they accomplish personally, but what they help others become.


Pillar 3: Service Leadership Through Motivation & Inspiration

Employees perform at higher levels when they understand why their work matters.

Unfortunately, many customer service teams become disconnected from the larger mission of the organization. Team members see transactions instead of impact. They observe tickets instead of customers. They analyze processes instead of purpose.

I once worked with a customer service organization supporting a medical device company. Despite supporting products that significantly improved patients’ lives, many employees viewed their roles as simply answering calls and resolving issues.

When leadership began sharing patient success stories and connecting daily activities to real human outcomes, employee engagement increased dramatically. Team members began to understand that their work extended far beyond service metrics. They were helping people live healthier, safer, and more productive lives.

Adding on to that, purpose is one of the most powerful motivators available to leaders. Recognition is equally important. Employees want to know their contributions matter. Great leaders celebrate professional accomplishments, personal milestones, certifications, promotions, work anniversaries, and examples of exceptional teamwork

Service leadership strategies for motivating and inspiring customer service teams

Motivation also increases when employees feel trusted and empowered. Leaders should provide appropriate decision-making authority and encourage ownership of customer outcomes.

Healthy competition can further enhance engagement. Team challenges, performance recognition programs, and collaborative goals can create energy and excitement when implemented thoughtfully.

Leadership Takeaway

Lastly, motivation occurs when employees understand the purpose behind their work, feel valued for their contributions, and believe their efforts make a meaningful difference.


Pillar 4: Customer Service Leadership – Creating a Customer First Culture

Many organizations claim to be customer-centric but fewer actually operate that way.

Customer-first cultures are built intentionally through leadership behaviors, organizational priorities, and daily decision-making.

A customer-first culture begins with a simple question:

“What is best for the customer?”

This last question should influence decisions ranging from process design and policy development to technology investments and employee behaviors.

Therefore, leaders should regularly share customer feedback, success stories, testimonials, and Voice of Customer insights with their teams. Customer comments help employees understand how their actions affect customer experiences.

Additionally, recognition programs should highlight employees who go above and beyond for customers. Whether resolving a difficult issue, saving a customer relationship, or creating a memorable experience, these stories reinforce desired behaviors throughout the organization.

Customer journey mapping can further strengthen customer-centric thinking. When employees understand the entire customer experience—not just the touchpoints they directly support—they make better decisions and identify opportunities for improvement.

Customer Service Leadership and customer-first culture development

Organizations should also treat customer complaints as valuable sources of insight. Complaints often reveal friction points, process failures, communication gaps, and unmet expectations that can drive meaningful improvements.

Leadership Takeaway

Customer-first cultures are not created through mission statements or posters on walls. They are built through daily actions, leadership decisions, and an unwavering commitment to customer success.


Pillar 5: Customer Experience Leadership Through Collaboration & Trust
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Trust is the foundation upon which all high-performing teams are built.

Without this trust, accountability feels punitive. Feedback feels personal. Collaboration becomes transactional. Innovation becomes risky.

Trust begins with psychological safety. Employees must feel comfortable sharing ideas, asking questions, admitting mistakes, and expressing concerns without fear of embarrassment or retaliation.

Consequently, research consistently shows that psychological safety is one of the strongest predictors of team effectiveness, collaboration, and innovation. Leaders who create environments where employees can speak openly, share concerns, and challenge assumptions without fear are more likely to build high-performing teams. Readers interested in exploring this concept further may find Harvard Business Review’s seminal article on psychological safety especially valuable: https://hbr.org/2023/02/what-is-psychological-safetyWhat Is Psychological Safety?.

Open communication is essential. Leaders should communicate transparently, provide regular updates, explain decisions, and encourage dialogue. Employees rarely expect leaders to have all the answers, but they do expect honesty.

Also, high-trust teams assume positive intent. Rather than immediately assigning blame, they focus on understanding situations, solving problems, and supporting one another.

Conflict should be addressed quickly and constructively. Healthy disagreement often leads to better decisions, but unresolved conflict can damage relationships and performance.

Successful teams also establish shared operating principles that guide behaviors and expectations. Examples include:

  • We communicate openly.
  • We support one another.
  • We hold each other accountable.
  • We assume positive intent.
  • We put customers first.
  • We solve problems together.

Correspondingly, cross-functional collaboration is another critical component of trust. Customer service rarely operates in isolation. Partnerships with sales, marketing, product, operations, finance, and technology teams are essential to delivering exceptional customer experiences.

Customer service leadership becomes significantly more effective when trust exists between leaders, employees, and cross-functional partners. Without trust, even the best processes and performance systems struggle to achieve their intended results.

Customer experience leadership built on trust and collaboration

Leadership Takeaway

Trust transforms a group of employees into a team. It accelerates performance, strengthens relationships, and enables every other leadership practice discussed in this article.


Pillar 6: Customer Service Leadership Through Innovation & Continuous Improvement

The strongest customer service teams do not simply execute processes efficiently but rather they continually improve them.

This is where great organizations separate themselves from good ones.

Customer expectations evolve. Technology evolves. Competitive pressures evolve. Teams that fail to innovate inevitably fall behind.

Furthermore, one of the most influential continuous improvement philosophies emerged from General Electric’s Work-Out initiative. Its premise was simple yet powerful:

Find a Better Way, Every Day.

The philosophy encouraged employees closest to the work to identify inefficiencies, eliminate bureaucracy, challenge assumptions, and continuously improve processes.

Customer service leaders should adopt a similar mindset.

Encourage teams to ask:

  • Why do we do it this way?
  • Is there a simpler approach?
  • Can we automate this process?
  • Can we reduce customer effort?
  • Can we improve the employee experience?
  • Can we eliminate unnecessary work?

Innovation should become part of everyday operations rather than an annual planning exercise.

Front-line employees often identify the best opportunities for improvement because they interact with customers daily. They see recurring pain points, process breakdowns, communication failures, and inefficiencies long before executives do.

The challenge is creating systems that capture and act upon those ideas.

Unquestionably, many organizations still rely on spreadsheets, email chains, or suggestion boxes to manage innovation. Unfortunately, good ideas often disappear into a black hole.

Leveraging Innovation Management Platforms

Consequently, leading organizations increasingly leverage Innovation Management Platforms to formalize and automate the innovation process.

Examples include:

  • Brightidea
  • IdeaScale
  • Qmarkets
  • HYPE Innovation
  • ITONICS
  • Wazoku
  • Planview IdeaPlace
  • Ideawake
  • Planbox
  • InnovationCast
  • Viima
Customer Service Leadership innovation and continuous improvement framework

Additionally, these platforms help organizations:

  • Capture employee ideas
  • Launch innovation campaigns
  • Facilitate collaboration
  • Prioritize initiatives
  • Track implementation progress
  • Measure business impact
  • Manage recognition programs
  • Leverage AI-assisted idea evaluation and categorization

The result is a repeatable innovation process rather than sporadic brainstorming sessions.

Leaders should also establish structured innovation programs that include:

  • Weekly idea submissions
  • Monthly innovation reviews
  • Quarterly improvement initiatives
  • Customer feedback workshops
  • Cross-functional innovation sessions
  • Continuous improvement councils

Equally important is recognizing innovation. What gets recognized gets repeated.

The Optimal Company & Team Innovation Operating System

Consider implementing:

Weekly Innovation Spotlight

Recognize employees who identify:

  • Customer experience improvements
  • Process enhancements
  • Automation opportunities
  • Cost-saving initiatives

Quarterly Innovation Awards

Recognize:

  • Most impactful implemented idea
  • Largest customer satisfaction improvement
  • Best productivity improvement
  • Most valuable cross-functional innovation

Annual Innovation Excellence Awards

Recognize:

  • Innovator of the Year
  • Customer Experience Innovation Award
  • Continuous Improvement Champion
  • Team Innovation Award

Innovation should ultimately connect back to measurable outcomes, including:

  • Higher CSAT
  • Higher NPS
  • Lower CES
  • Improved FCR
  • Faster TTR
  • Increased employee engagement
  • Greater productivity
  • Reduced cost-to-serve

Leadership Takeaway

Lastly, the best customer service organizations are not those with the smartest leaders. They are the ones that create systems enabling every employee to contribute ideas, challenge the status quo, and continuously improve the business.


Conclusion

Exceptional customer service leadership is not about managing tickets, queues, or service levels alone.

The most successful customer service leadership practices focus on building strong cultures, developing employees, strengthening accountability, and creating sustainable systems for continuous improvement.

Rather, it is about building an environment where people can perform, grow, contribute, collaborate, innovate, and consistently deliver exceptional customer experiences.

The six pillars of high-performance customer service leadership are:

  1. Managing Performance & Accountability
  2. Coaching & Mentoring Team Members
  3. Motivating and Inspiring the Team
  4. Creating a Customer-First Culture
  5. Building Collaboration & Mutual Trust
  6. Driving Innovation & Continuous Improvement

Organizations that master these six disciplines don’t simply create better customer service teams.

They create cultures capable of delivering sustainable competitive advantage through people, purpose, customer obsession, trust, and continuous improvement.

The Leadership Multiplier

In a world increasingly shaped by automation and artificial intelligence, leadership remains the ultimate differentiator. Technology may enable great customer experiences, but exceptional leaders create the cultures that make them possible.

Therefore, the organizations that thrive in the years ahead will not necessarily be those with the most advanced technology. They will be the ones whose leaders consistently develop people, inspire innovation, and empower teams to deliver extraordinary value to customers every day.

Customer Service Leadership creating sustainable competitive advantage

HOW I HELP ORGANIZATIONS BUILD HIGH-PERFORMANCE CUSTOMER SERVICE CULTURES

Understanding the six pillars of customer service leadership is one thing.

Successfully embedding them into an organization’s culture, operating model, leadership practices, and employee experience is something entirely different.

Many organizations struggle not because they lack capable employees, but because they lack the leadership framework, accountability systems, coaching disciplines, customer-centric culture, and continuous improvement processes required to consistently achieve exceptional results.

Over the course of my career, I have helped organizations ranging from startups to Fortune 500 enterprises improve customer service, customer experience, customer success, CRM, sales, operations, employee engagement, organizational effectiveness, and digital transformation initiatives.

My experience includes leadership, consulting, and transformation work supporting organizations such as:

American Express • HP Verizon • AT&T • Microsoft • Amazon • Hilton Southwest Airlines • Ritz-Carlton • Pfizer • Toyota • SAP • MacysPfizer • Salesforce • Intuit • Cox Automotive • General Mills INEOS Automotive and many other global brands (see below for full list).

I work with executive teams and customer-facing organizations to:

  • Build high-performance customer service cultures
  • Improve customer satisfaction, loyalty, and retention
  • Develop stronger leadership and management capabilities
  • Create effective coaching and mentoring programs
  • Design customer-centric operating models
  • Improve employee engagement and accountability
  • Implement continuous improvement and innovation frameworks
  • Transform customer experience into a measurable competitive advantage
  • Align AI, technology, and process improvements with business outcomes

Therefore, the objective is straightforward:

Help organizations create stronger employees, stronger leaders, stronger customer relationships, and stronger business results.


ABOUT THE AUTHOR

Steven Jeffes
Managing Director, LegendaryCX

Customer Experience Strategist | Customer Service Executive | Customer Success Leader | CRM & Digital Transformation Consultant | AI & Customer Experience Advisor

🌐 LegendaryCX: https://www.legendarycx.com
🌐 Professional Website: https://www.stevenjeffes.com
📧 Email: stevenjeffes@gmail.com
📞 Phone: (518) 339-5857

Lastly, to learn more about my background, leadership experience, consulting engagements, transformation initiatives, and career accomplishments, visit my professional career profile pages and website portfolio:

  • Executive Career Profile
  • Career Specialties & Expertise Overview
  • Leadership Accomplishments Portfolio
  • Selected Clients, Companies & Industry Experience
  • Speaking, Consulting & Advisory Services

LET’S START THE CONVERSATION

If your organization is looking to improve customer service performance, leadership effectiveness, customer experience, employee engagement, customer success, operational excellence, or AI-enabled service transformation, I would welcome the opportunity to discuss your goals.

The organizations that outperform their competitors rarely do so because of technology alone. They outperform because they develop exceptional leaders, exceptional cultures, and exceptional customer experiences.

Let’s explore how your organization can do the same.

Steven Jeffes
Managing Director, LegendaryCX
🌐 http://www.legendarycx.com
🌐 http://www.stevenjeffes.com
📧 stevenjeffes@gmail.com
📞 (518) 339-5857

“Building Legendary Customer Experiences Through Exceptional Leadership, Culture, Innovation, and Execution.”

Steven Jeffes: Background & Experience
Steven Jeffes: Career Specialties

Top 10 AI Applications in Customer Service

Why most companies are still implementing AI customer service incorrectly and which software ecosystems are emerging as the dominant customer experience operating platforms.


The market is flooded with AI tools claiming to revolutionize customer service.

Most are simply automating tickets.

The real leaders are building AI-enabled customer operating systems capable of:

  • Predicting churn,
  • Accelerating adoption,
  • Identifying revenue opportunities,
  • Orchestrating customer journeys,
  • Guiding agents in real time,
  • And converting customer interactions into executive intelligence.

This article examines:

  1. The 10 highest-value functional applications focused on AI customer service
  2. The top two leading platforms in each category
  3. The strengths and weaknesses of each platform
  4. Additional market leaders worth watching
  5. Which vendors are shaping the future of AI-enabled customer experience

1. AI-Powered Customer Intelligence & Health Scoring

What It Does in AI customer service

Aggregates:

  • Customer usage,
  • Engagement,
  • Support interactions,
  • Sentiment,
  • Adoption,
  • Executive activity,
  • Commercial signals

…into predictive customer health models.


Market Leaders

1A. Gainsight

Gainsight

Pros

  • Enterprise-grade customer success maturity
  • Extremely strong health scoring engine
  • Deep renewal and expansion workflows
  • Mature executive dashboards
  • Excellent for complex SaaS organizations

Cons

  • Significant implementation complexity
  • Expensive at scale
  • Requires strong operational discipline
  • Can overwhelm smaller CS organizations

1B. ChurnZero

ChurnZero

Pros

  • Faster deployment than Gainsight
  • Excellent churn detection workflows
  • Strong automation and customer journey triggers
  • Easier usability for mid-market organizations

Cons

  • Less sophisticated enterprise analytics
  • Smaller ecosystem
  • Executive reporting not as robust as Gainsight

Other Leaders


Strategic Insight

Most organizations still manage customers reactively.
These platforms shift organizations toward predictive retention management.


2. AI-Driven Product Adoption & Digital Experience Analytics

What It Does in AI customer service

Tracks:

  • Onboarding friction,
  • Feature adoption,
  • Workflow abandonment,
  • Digital journey behavior,
  • User engagement

…and proactively intervenes before customers struggle.


Market Leaders

2A. Pendo

Pendo

Pros

  • Outstanding product analytics visibility
  • Excellent in-app guidance capability
  • Strong onboarding and adoption orchestration
  • Powerful segmentation and behavioral analysis
  • Executive-friendly dashboards

Cons

  • Premium pricing
  • Advanced analytics require maturity
  • Can become operationally complex
  • Not a full customer success platform

2B. WalkMe

WalkMe

Pros

  • Exceptional digital adoption guidance
  • Strong enterprise workflow enablement
  • Excellent employee and customer training overlays
  • Powerful for ERP/CRM transformation initiatives

Cons

  • Heavier implementation model
  • UI management can become labor intensive
  • Less intuitive for business users

Other Leaders


Strategic Insight

The future of support is not faster ticket resolution.

It is preventing confusion before tickets are ever created.


3. AI Agent Assist & Contact Center Copilots

What It Does in AI customer service

Provides agents with:

  • Live recommendations,
  • Suggested responses,
  • Next-best actions,
  • Knowledge retrieval,
  • Sentiment detection,
  • Escalation guidance

…during active customer interactions.


Market Leaders

3A. Salesforce Einstein Service AI

Salesforce

Pros

  • Deep CRM integration
  • Extremely strong AI ecosystem
  • Powerful workflow orchestration
  • Unified customer data visibility
  • Rapid innovation velocity

Cons

  • Expensive licensing structure
  • Requires ecosystem commitment
  • Complex implementation architecture
  • Can become administratively heavy

3B. Genesys Cloud AI

Genesys

Pros

  • Best-in-class enterprise contact center AI
  • Strong omnichannel orchestration
  • Excellent workforce optimization
  • Real-time sentiment and routing strength

Cons

  • Enterprise pricing
  • Steeper learning curve
  • Requires mature operational governance

Other Leaders


4. Predictive Churn Detection & Retention Intelligence

What It Does in AI customer service

Identifies customers at risk of churn by analyzing:

• Product usage trends
• Support activity patterns
• Engagement declines
• Sentiment shifts
• Renewal indicators
• executive stakeholder activity

…and proactively triggers interventions before customers disengage or cancel.

Market Leaders

4A. Totango

Totango

Pros

  • Strong customer journey automation
  • Easier deployment model
  • Excellent success playbooks
  • Good mid-market scalability

Cons

  • Less sophisticated analytics depth
  • UI can feel fragmented
  • Limited enterprise customization

4B. Catalyst

Catalyst

Pros

  • Modern UI/UX
  • Strong customer visibility
  • Excellent workflow efficiency
  • Designed for modern SaaS CS motions

Cons

  • Smaller market footprint
  • Less mature enterprise ecosystem
  • Limited historical scalability proof

Other Leaders


What It Does in AI customer service

Captures, organizes, and delivers knowledge across:

• Support articles
• Product documentation
• Troubleshooting guides
• Internal expertise
• Historical resolutions
• Policy and process content

…so customers and employees can quickly find accurate answers without escalating issues.

Market Leaders

5A. Zendesk AI

Zendesk

Pros

  • Strong AI-powered support workflows
  • Excellent self-service capability
  • Strong knowledge article automation
  • Mature ticketing ecosystem

Cons

  • Advanced customization can be difficult
  • Enterprise reporting less robust than ServiceNow
  • Larger deployments can become expensive

5B. ServiceNow Customer Service Management

ServiceNow

Pros

  • Elite workflow orchestration
  • Extremely powerful enterprise integrations
  • Excellent operational scalability
  • Strong AI process automation

Cons

  • Significant implementation investment
  • Requires sophisticated admin resources
  • Can exceed needs of smaller organizations

Other Leaders


6. Conversational AI & Intelligent Virtual Agents

What It Does for AI customer service

Uses generative and conversational AI to:

• Answer customer questions
• Resolve common support issues
• Guide users through workflows
• Collect information
• Automate routine transactions
• Intelligently route complex requests

…creating always-available support experiences that scale without increasing headcount.

Market Leaders

6A. Intercom Fin AI

Intercom

Pros

  • Excellent conversational UX
  • Strong generative AI capability
  • Fast deployment
  • Outstanding modern support experience

Cons

  • Pricing scales aggressively
  • Less ideal for highly regulated enterprises
  • Limited deep workflow orchestration

6B. Ada CX AI

Ada

Pros

  • Strong automation rates
  • Excellent multilingual capability
  • Enterprise chatbot maturity
  • Good low-code environment

Cons

  • Requires extensive knowledge optimization
  • Can struggle with highly nuanced workflows
  • Escalation architecture requires careful design

Other Leaders


AI should not replace exceptional customer experiences—it should enable them. The most successful organizations use automation to handle routine interactions while empowering employees to deliver high-value, personalized experiences when human expertise matters most. For a deeper discussion, see “White Glove Customer Service and How to Operationalize It.” Read full aricle here: http://bit.ly/4u3BAXv

7. Voice of the Customer (VoC) Intelligence

What It Does for AI customer service

Collects and analyzes customer feedback from:

• Surveys
• Support interactions
• Call transcripts
• Social media
• Online reviews
• Customer conversations

…to uncover trends, identify emerging issues, and provide actionable insights for improving customer experience.

Market Leaders

7A. Qualtrics XM

Qualtrics

Pros

  • Industry-leading VoC platform
  • Excellent sentiment analytics
  • Strong executive dashboards
  • Broad enterprise adoption

Cons

  • Expensive
  • Can become survey-centric
  • Requires governance discipline

7B. Medallia

Medallia

Pros

  • Excellent omnichannel listening
  • Strong operational intelligence
  • Powerful text analytics
  • Mature enterprise capability

Cons

  • Heavy implementation model
  • Complex configuration
  • Resource intensive administration

Other Leaders


8. AI Workflow Automation & Case Orchestration

What It Does for AI customer service

Automates repetitive service processes including:

• Ticket routing
• Case assignment
• Approvals
• Follow-up actions
• Status updates
• Cross-functional workflows

…reducing manual effort while improving speed, consistency, and operational efficiency.

Market Leaders

8A. UiPath

UiPath

Pros

  • Industry-leading automation capability
  • Strong AI orchestration
  • Excellent repetitive task automation
  • Broad enterprise adoption

Cons

  • Governance complexity
  • Requires technical oversight
  • Automation sprawl risk

8B. Microsoft Power Automate

Microsoft

Pros

  • Strong Microsoft ecosystem integration
  • Accessible low-code workflows
  • Cost effective for Microsoft customers

Cons

  • Less sophisticated enterprise orchestration
  • Can become difficult to govern at scale

Other Leaders


9. Revenue Expansion & AI-Guided Cross-Sell Intelligence

What It Does for AI customer service

Identifies growth opportunities through analysis of:

• Customer behavior
• Product utilization
• Buying signals
• account activity
• Intent data
• Engagement trends

…and recommends upsell, cross-sell, and expansion opportunities before competitors do.

Market Leaders

9A. 6sense

6sense

Pros

  • Excellent intent analytics
  • Strong predictive revenue intelligence
  • Powerful account prioritization

Cons

  • Requires mature RevOps environment
  • Can be data dependent

9B. HubSpot AI

HubSpot

Pros

  • Very user friendly
  • Excellent SMB/mid-market fit
  • Unified sales/service visibility

Cons

  • Less enterprise sophistication
  • AI depth still maturing

Other Leaders


Forward-thinking organizations increasingly view customer service as a growth engine rather than a support function. AI can identify expansion opportunities, improve retention, and increase customer lifetime value when aligned with broader business objectives. I discuss this transformation in “Stop Running Customer Service as a Cost Center: Start Running It as a Revenue Engine.” Read the full article here:  https://bit.ly/4d8sAKb

10. Executive CX Intelligence & Predictive Operational Analytics

What It Does for AI customer service

Transforms customer and operational data into executive insights by monitoring:

• Customer satisfaction trends
• Service performance metrics
• Retention indicators
• Revenue drivers
• Operational bottlenecks
• Emerging business risks

…enabling leadership teams to make faster, more informed decisions based on real-time customer intelligence.

Market Leaders

10A. Tableau

Tableau

Pros

  • Elite visualization capability
  • Strong executive storytelling
  • Deep analytics flexibility

Cons

  • Requires data maturity
  • Advanced development skillsets needed

10B. ThoughtSpot

ThoughtSpot

Pros

  • AI-driven search analytics
  • Natural language querying
  • Strong executive accessibility

Cons

  • Newer enterprise penetration
  • Governance discipline required

Other Leaders


Final Executive Takeaway

The AI leaders in customer service will not simply automate support.

They will:

  • predict customer behavior,
  • orchestrate journeys dynamically,
  • identify revenue opportunities early,
  • operationalize customer intelligence,
  • and transform customer experience into a measurable enterprise growth function.

The companies that win will not necessarily have the most AI.

They will have the best customer operating architecture surrounding it.

Many organizations make the mistake of viewing AI primarily as a cost-reduction tool. While automation can lower operating expenses, poorly designed AI initiatives can simultaneously damage customer loyalty, trust, and retention. I explore this challenge in greater detail in my article, Your Customer Service-Focused AI Is Saving Money and Potentially Destroying Your Customer Base. Read here: https://bit.ly/3Q5u4gi

SO, WHERE SHOULD YOUR ORGANIZATION START?

After reviewing the ten highest-value applications of AI in customer service, most executives arrive at the same conclusion:

The opportunity is enormous.

The challenge is knowing where to begin.

Because the reality is that most organizations do not fail with AI because they selected the wrong technology.

They fail because they:

  • Implement disconnected point solutions
  • Automate poor processes
  • Deploy AI without customer journey alignment
  • Focus on cost reduction instead of customer outcomes
  • Underestimate change management requirements
  • Lack operational governance
  • Fail to define measurable business objectives
  • Purchase technology before developing a customer strategy

As a result, many organizations end up with expensive AI investments that create little measurable business value.

The companies generating the greatest returns from AI are approaching it differently.

They begin with business outcomes.

Then align:

  • Customer experience strategy
  • Operational processes
  • Customer journeys
  • Organizational readiness
  • Data architecture
  • Technology platforms
  • Governance models
  • Success metrics

Only then do they determine which AI applications and platforms make the most strategic sense.

Chart 1 – AI Customer Service Applications and Business Impact

THE REAL QUESTION IS NOT “WHICH AI TOOL SHOULD WE BUY?”

The better question is:

Which customer experience challenges are creating the greatest friction, cost, churn, inefficiency, or lost revenue opportunity within our business today?

For some organizations the answer may be:

  • Customer churn
  • Poor onboarding
  • Excessive support costs
  • Inconsistent service quality
  • Low product adoption

For others it may be:

  • Agent productivity
  • Fragmented customer data
  • Lack of customer insights
  • Limited self-service capabilities
  • Weak executive visibility

The optimal AI strategy looks different for every organization.

There is no universal answer.

There is only the right answer for your customers, your employees, your operating model, and your strategic objectives.

Chart 2 – Top AI Customer Service Platforms and Software

THE AI LANDSCAPE IS EVOLVING TOO FAST FOR GUESSWORK

The AI customer service market is changing at a breathtaking pace.

New capabilities emerge weekly.

Established leaders continue expanding their platforms.

New entrants appear almost daily.

What was considered best practice twelve months ago may already be obsolete.

Organizations attempting to navigate this landscape alone often face:

  • Platform confusion
  • Overlapping technologies
  • Duplicate capabilities
  • Vendor hype
  • Integration challenges
  • Change management resistance
  • Disappointing ROI

The difference between a successful AI transformation and an expensive technology experiment is rarely the software itself.

It is the strategy, architecture, governance, implementation approach, and organizational alignment surrounding it.


HOW I HELP ORGANIZATIONS ACCELERATE SUCCESS

Over the course of my career, I have helped organizations ranging from startups to Fortune 500 companies design and deploy world-class customer service, customer experience, CRM, sales, digital transformation, and AI-enabled operating models.

My experience spans organizations including:

  • American Express
  • Verizon
  • AT&T
  • Intuit
  • Marriott
  • Ritz-Carlton
  • Pfizer
  • Toyota
  • Cox Automotive
  • INEOS Automotive
  • Microsoft
  • Amazon
  • SAP
  • Salesforce
  • and dozens of other global brands.

I work with leadership teams to:

  • Identify the highest-value AI opportunities
  • Prioritize use cases based on ROI and business impact
  • Select the right platforms and ecosystem partners
  • Build AI-enabled customer service and customer success roadmaps
  • Design customer journeys and operating models
  • Develop governance and measurement frameworks
  • Accelerate adoption while minimizing risk
  • Transform customer experience into a strategic competitive advantage

The goal is simple:

Help organizations avoid costly mistakes and accelerate measurable business outcomes.


FINAL THOUGHT

The future winners in customer service will not necessarily be the organizations with the most AI.

They will be the organizations that most intelligently combine:

  • Customer strategy
  • Human expertise
  • Operational excellence
  • Organizational alignment
  • and AI-enabled capabilities

into a single customer operating model.

AI is not the strategy.

AI is the accelerator.

The organizations that understand this distinction will create:

  • Stronger customer loyalty
  • Higher retention
  • Greater operational efficiency
  • Larger revenue expansion opportunities
  • and sustainable competitive advantage

long after the AI hype cycle fades.


INTERESTED IN BUILDING AN AI-ENABLED CUSTOMER EXPERIENCE STRATEGY?

If your organization is evaluating AI for customer service, customer success, contact centers, customer experience, Voice of the Customer, retention, onboarding, or revenue expansion, I would welcome the opportunity to help.

Contact:

Steven Jeffes – Managing Director, LegendaryCX Website: www.legendaryCX.com
Customer Experience Strategist | AI & Customer Service Transformation Advisor

📧 stevenjeffes@gmail.com
📞 518-339-5857
🌐 www.stevenjeffes.com

Let’s determine which AI applications, platforms, and operating model changes will create the greatest business value for your organization—before you spend time and money implementing the wrong solution.

Steven Jeffes - Background & Specialties
Steven Jeffes - Career Specialities

Stop Running Customer Service as a Cost Center: Start Running It as a Revenue Engine

If Your Company Has a Revenue Problem and Service Isn’t Part of the Growth Strategy, Fire the Leadership Team

How Leading Companies are leveraging sales in service revenue engine

Customer service is not a support function.
It is the most underutilized revenue engine in the business.

Most organizations don’t have a demand problem.
They don’t have a product problem.

They have a customer monetization problem.

Every day, thousands of customer interactions occur across service channels—
moments where intent, timing, trust, and context converge.

And in most companies, those moments are handled correctly…
but never monetized.

Not because the opportunity isn’t there.
But because the operating model isn’t designed to capture it.

This is not “selling in service.”

This is precision

The right offer
To the right customer
At the right moment
Through the right channel

And when orchestrated correctly,
those moments don’t just resolve issues—

They generate millions in incremental revenue.

Before we break down how to do this, step back and look at the system holistically.

👉 This is what a fully engineered “sales in service” revenue engine actually looks like in Chart 1:Revenue Growth Engine Funnel

Chart 1 - Revenue Growth Engine Funnel

This model makes one thing clear:

Service doesn’t operate alone.
It becomes powerful when it aggregates intelligence from across the enterprise and converts it into precision revenue actions in real time.


The Sales in Service Revenue Engine: 10 Commandments of High Performance

To operationalize this, elite organizations follow a disciplined model.

👉 Here is the complete blueprint in Chart 2, The 10 Commandments of Sales in Service:

Chart 2 - The 10 Commandments of Sales in Service

Now let’s break down what this actually means in practice.


1. Redefine Service as a Revenue Engine

If your service organization is still measured primarily on cost efficiency, you’ve already lost.

Tie service directly to:

  • Net Revenue Retention (NRR)
  • Expansion revenue
  • Attach rates
  • Lifetime value

Industry benchmarks from OpenView Venture Partners show that top-performing SaaS and service organizations consistently outperform peers by prioritizing Net Revenue Retention (NRR) as a primary growth metric. Link to article: https://openviewpartners.com/saas-benchmarks/

This is not a support function.
It is a monetization layer embedded inside customer interaction. It is leveraging sales in service revenue engine


2. Sell Outcomes, Not Products

Customers don’t buy because you offered something.

They buy because:

  • You identified a gap
  • You framed the impact
  • You solved something immediate

Diagnosis precedes monetization—always.


3. Engineer “Moments of Receptivity”

Not every interaction is sellable.

Top-performing organizations know exactly when customers are most open:

  • Post-resolution success moments
  • During friction discovery
  • At onboarding inflection points
  • Near renewal or value realization

Timing is the multiplier.


4. Arm Agents With Full Customer Intelligence

Without context, every offer feels random—and customers know it.

You need a true 360° view:

  • Usage patterns
  • Support history
  • Health scores
  • Lifecycle stage

This is where most organizations break.

Because that intelligence doesn’t live in one place.


WHERE THE MODEL ACTUALLY BREAKS (AND HOW TO FIX IT)

Most companies don’t fail because of intent.
They fail because their customer intelligence is fragmented across functions.

👉 Here’s what’s really happening inside your organization today as depicted by Chart 3, Organizational Collaboration / Customer Service Hub

Chart 3 - Organizational Collaboration / Customer Service Hub

This chart exposes the truth:

  • Finance owns pricing signals
  • Product owns usage data
  • Marketing owns triggers
  • Sales owns targets
  • Engineering owns constraints
  • Customer Success owns health

And none of it is unified in real time.

Best-in-class organizations fix this by turning customer service into the central intelligence hub.

That’s when service becomes a revenue activation layer, not just a response function.

Research from Deloitte reinforces this shift, showing that organizations transforming service into a centralized intelligence hub are significantly more likely to drive revenue growth alongside customer satisfaction. Link to Deloitte article: https://www2.deloitte.com/us/en/insights/focus/customer-experience/contact-center-transformation.html


5. Replace Scripts With Decision Frameworks

Scripts create robotic interactions.

Frameworks create intelligent ones:

  • “If X, explore Y” logic
  • Problem-to-solution mapping
  • Conversational pathways

This is guided judgment—not scripted selling.


6. Train Agents to Be Advisors, Not Order Takers

This is where most companies fail.

Agents must:

  • Diagnose
  • Ask intelligent follow-ups
  • Position value credibly

This is consultative selling embedded in service.


7. Align Incentives Without Destroying Trust

Over-incentivize, and you destroy the model.

Best-in-class approaches:

  • Balanced scorecards (CX + revenue)
  • Team-based incentives
  • Guardrails for customer-first behavior

Trust is the asset.
Revenue is the outcome.


8. Integrate Seamlessly With Sales and Customer Success

Service should:

  • Generate qualified expansion signals
  • Route warm opportunities
  • Close the loop

This is not handoff.
This is orchestration.


9. Deploy AI as a Precision Layer (Not a Replacement)

AI changes everything—but only if used correctly.

According to McKinsey & Company, AI-driven customer engagement is rapidly shifting from cost reduction to revenue generation, with leading organizations using AI to personalize offers and improve conversion in real time. Link to McKinsey article: https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/the-value-of-getting-personalization-right-or-wrong-is-multiplying

It enables:

  • Real-time propensity scoring
  • Next-best-offer recommendations
  • Contextual insights during live interactions

AI answers instantly:

  1. What should we offer?
  2. Who should we offer it to?
  3. When should we offer it?
  4. How should we deliver it?

But the key:

AI sharpens human judgment—it doesn’t replace it.


10. Measure What Actually Drives Growth

Most companies track the wrong metrics.

Track:

  • Revenue sourced from service
  • Conversion rates
  • Post-interaction sentiment
  • Long-term retention impact

Because the goal is not to sell more.

It’s to:
increase revenue because the experience improved.


WHAT THIS LOOKS LIKE WHEN DONE RIGHT

This is not theoretical.

When engineered correctly, this model produces measurable, repeatable revenue impact.

👉 Here’s a real-world example as shown in Chart 4, $34M Revenue Accelerator Case Study:

Chart 4 - $34M Revenue Accelerator Case Study

In this case:

  • A 10-week campaign
  • Targeted bundled premium offering
  • Delivered through service interactions

Results:

  • $34M in net new revenue
  • 86% service-led conversion rate
  • +15% uplift in NRR
  • 130% ROI

This is what happens when:

  • Timing is precise
  • Offers are relevant
  • Intelligence is unified
  • Agents are empowered

THE BOTTOM LINE

The companies that dominate the next decade will not be the ones with the biggest sales teams.

They will be the ones that:

  • Understand customers at a granular level
  • Operationalize that insight in real time
  • Turn every interaction into a value moment

And yes—
monetize those moments intelligently.


FINAL PROVOCATION

If your customer service organization is not generating meaningful revenue today, one of two things is true:

  • You don’t have the data
  • Or you don’t have the operating model

Either way— you are leaving millions on the table.

Customer Advisory Boards That Actually Generate New Revenue

A practical guide to structuring, recruiting, and facilitating Customer Advisory Boards (CABs) that consistently produce actionable insights and new strategic revenue opportunities


I. Introduction: Why Most CABs Underperform

Most Customer Advisory Boards fail. Not because companies don’t invest in them, but because they fundamentally misunderstand what they are.

In practice, most CABs devolve into relationship theater:

  • Executive dinners disguised as strategy sessions
  • Polished presentations followed by polite feedback
  • “Great conversation” with no measurable business outcome

The result is predictable: high effort, low impact.

The failure modes are consistent across industries:

  • Discussions lack structure and strategic intent
  • Participants are misaligned (too senior to be candid, too tactical to be strategic, or too agreeable to challenge)
  • Outputs are disconnected from revenue, product strategy, or growth initiatives
  • Insights are captured but never operationalized

This is not a CAB problem. It is a design problem.

The reframe is critical:

A Customer Advisory Board is not an event. It is strategic growth infrastructure.

When designed correctly, CABs become:

  • Early warning systems for churn and competitive risk
  • Engines for uncovering unmet customer needs
  • Platforms for co-creating new revenue streams

The difference between underperforming CABs and high-impact ones is not effort, it is intentional architecture.


Chart 1 – The Customer Advisory Board (CAB) Maturity Model.

The difference becomes clear when you look at how CABs actually evolve. Most organizations believe they are operating strategically—but in reality, they remain stuck in early maturity stages. This is shown clearly above in Chart 1 – The Customer Advisory Board (CAB) Maturity Model.

II. Defining the Purpose: From Feedback to Revenue Discovery

The most important decision you make about a CAB happens before the first invitation is sent:

What is this board designed to produce?

Most organizations default to “gathering feedback.”
That is necessary—but insufficient.

World-class CABs are anchored to three explicit business outcomes:

1. Retention Protection

Identify early signals of dissatisfaction, friction, or competitive vulnerability before they appear in lagging indicators like churn.

2. Expansion Discovery

Surface new use cases, unmet needs, and adjacent opportunities that customers are already willing to pay for—but that the organization has not yet productized.

3. Strategic Foresight

Understand how customer priorities, markets, and expectations are evolving—often ahead of internal awareness.

This is where most organizations miss the real opportunity.
Customers don’t hand you fully formed strategy—they provide signals: friction, workarounds, and emerging needs.

“Customers don’t hand you strategy—they hand you signals.”

The role of a well-designed CAB is to convert those signals into:
· Pipeline influence
· Product roadmap prioritization
· New monetizable offerings

Chart 2 - The Customer Advisory Board Value Pyramid

This dynamic becomes clear in Chart 2 – The Customer Advisory Board (CAB) Value Pyramid.

The difference is not in how much feedback you collect—it’s how far you take it.
High-performing CABs systematically move from raw input to monetizable opportunity.


III. Member Selection: Precision Over Prestige

The instinct in building a CAB is to prioritize brand names and seniority.

This is a mistake.

Chart 3 - The Customer Advisory Board Composition Matrix

The effectiveness of a CAB is driven not by who looks impressive on the invitation list—but by who contributes meaningful perspective.  Chart 3 illustrates the best cross-sectional composition of a Customer Advisory Board (CAB).

Ideal Composition

High-performing CABs deliberately balance four archetypes:

  1. Daily Operators
    Experience the product or service in real workflows and understand friction points
  2. Strategic Buyers
    Understand long-term direction, investment priorities, and executive constraints
  3. Executive Innovators / Challengers
    Push boundaries, question assumptions, and introduce non-obvious perspectives
  4. Key Market Influencers and Key Opinion Leaders

Shape or create sentiment, shape perceptions, create positive and negative market perceptions

Segmentation Matters

CABs should be intentionally structured across:

  • Revenue tiers (Platinum, Gold, Growth)
  • Industry verticals
  • Lifecycle stages (new, mature, at-risk)

What to Avoid

  • Over-indexing on “friendly” customers
  • Overrepresentation from a single segment
  • Homogeneous thinking environments

Design Principle: Constructive Tension

The most valuable CABs are not harmonious—they are productive tension environments.

When customers respectfully challenge:

  • Your assumptions
  • Each other’s perspectives
  • Industry norms

…you unlock deeper insight.

Without that tension, you get validation.
With it, you get discovery.


IV. Structuring the CAB: Architecture That Drives Outcomes

World-class CABs operate on a repeatable system, not ad hoc meetings.

Chart 4 - The Customer Advisory Board Operating Model Framework

Most organizations approach CABs as discrete events.

High-performing CABs are not events—they are systems.

The difference is a structured operating loop that continuously converts conversations into action.

As shown in Chart 4, The Customer Advisory Board (CAB) Operating Model Framework, the optimal operating model definition.

Cadence

  • 2 executive-level sessions annually
  • Quarterly virtual working sessions focused on specific themes

Pre-Work (Critical, Often Missing)

The quality of the session is determined before it begins.

Effective pre-work includes:

  • Insight briefs summarizing known trends and hypotheses
  • Data snapshots (usage patterns, churn signals, adoption gaps)
  • Clearly articulated questions requiring customer input

Without pre-work, CABs default to reactive conversation.
With it, they become strategic working sessions.

Defined Roles

  • Executive Sponsor – signals importance and alignment
  • Facilitator – neutral, structured, not sales-driven
  • Insight Capture Lead – ensures outputs are usable, not anecdotal

Agenda Design

  • 30% validation of known insights
  • 70% exploration and co-creation

Most CABs invert this ratio—and lose value as a result.

The Operating Loop

A high-performing CAB follows a continuous lifecycle:

  1. Define hypotheses
  2. Select members
  3. Distribute pre-work
  4. Facilitate session
  5. Extract insights
  6. Operationalize
  7. Close the loop with customers

The final step—closing the loop—is where trust compounds and participation quality improves over time.


V. Facilitation Techniques That Unlock Real Insight

The difference between a good CAB and a transformational one lies in facilitation quality.

Traditional approaches—open Q&A, roundtable updates—produce surface-level feedback.

Elite facilitation drives depth.

Techniques That Work

  • Scenario-Based Exploration
    “What would have to be true for this to become a top priority?”
  • Forced Prioritization
    Customers rank trade-offs, revealing true value drivers
  • Structured Breakouts with Opposing Views
    Designed to surface conflict and contrast

What to Avoid

  • Vendor-led presentations dominating time
  • Passive “round-robin” sharing
  • Over-polished narratives that suppress honesty

The Core Skill: Extracting Latent Needs

Customers articulate:

  • Symptoms
  • Workarounds
  • Frustrations

They rarely articulate:

  • Root causes
  • Systemic gaps
  • Monetizable opportunities

Your role is to move the conversation down the insight depth curve:

  • Opinions → Feedback → Pain Points → Root Causes → Unmet Needs

The final level is where revenue is discovered—and where most organizations never reach.

Chart 5 - The Customer Advisory Board Insight Depth Ladder

Most CABs never get past opinions and surface feedback. The real value emerges only when you push into root causes and unmet needs—where revenue opportunities actually exist. Chart 5 brings this to life – The Customer Advisory Board (CAB) Insight Depth Ladder.


VI. Converting Insights into Revenue Opportunities

This is where CABs shift from advisory to value creation engines.

Most organizations stop at “insight.”

World-class organizations convert insight into commercial outcomes.

Chart 6 - The Customer Advisory Board Revenue Creation & Conversion Funnel

This is where CABs either create value—or stall. The organizations that win treat insight as the starting point of a structured revenue conversion system. This is shown clearly above in Chart 6 – The Revenue Conversion Funnel.

The Conversion Framework

Insight → Theme → Opportunity → Business Case

Categorizing Opportunities

  • New product features
  • New services or offerings
  • Pricing and packaging innovations

Quantifying Value

Each opportunity should be assessed based on:

  • Willingness to pay
  • Frequency and consistency of need
  • Validation across multiple customers

This eliminates anecdotal bias and creates investment-grade opportunities.

When done correctly, CAB outputs directly influence:

  • Product investment decisions
  • Go-to-market strategies
  • Revenue forecasting

VII. Operationalizing CAB Outputs (Where Most Fail)

This is the most common breakdown point.

Insights are generated—but not embedded.

Chart 7 – Customer Advisory Board (CAB) to Execution System Map.
  • This is the single biggest failure point for most CABs. Without a clear system to translate insight into execution, even the best ideas never reach revenue. This dynamic becomes clear in Chart 7 – CAB-to-Execution System Map.

To avoid this, CAB outputs must integrate into core systems:

Integration Points

  • Product roadmap governance
  • Sales plays and enablement
  • Customer success planning

Required Infrastructure

  • CAB Insight Tracker (owners, timelines, status)
  • Executive reporting cadence
  • Cross-functional accountability

Metrics Alignment

Tie CAB outputs to:

  • Net Revenue Retention (NRR)
  • Expansion revenue
  • Time-to-market improvements

Without operationalization, CABs are episodic.
With it, they become systemic growth drivers.


VIII. Measuring CAB Effectiveness

If CABs are strategic assets, they must be measured accordingly.

Chart 8 - The Customer Advisory Board (CAB) ROI Dashboard

What gets measured gets funded—and scaled. When CABs are tied to tangible inputs and outputs, they consistently demonstrate disproportionate ROI. Chart 8 illustrates The Customer Advisory Board (CAB) ROI Dashboard that measures the value of the overall value of conducting the CAB (cost, revenue).

Leading Indicators

  • Insight quality (depth, novelty, actionability)
  • Participation engagement and candor

Lagging Indicators

  • Revenue influenced or created
  • Retention improvements
  • Expansion rates

The CAB ROI Model

Inputs:

  • Time
  • Cost
  • Executive involvement

Outputs:

  • Revenue generated
  • Churn avoided
  • Pipeline influenced

When measured properly, CABs consistently demonstrate outsized ROI relative to cost.


IX. Case Example: CAB → Insight → Revenue Outcome

Context:
A global enterprise organization was experiencing strong customer satisfaction but plateauing growth.

CAB Insight:
Customers revealed a consistent but previously unarticulated need:
They were solving adjacent problems outside the platform using fragmented tools.

Action:
Through structured CAB sessions, the organization:

  • Identified common patterns across customers
  • Defined a new bundled offering addressing the adjacent use case
  • Validated willingness to pay across multiple participants

Result:

  • New revenue stream launched within 6 months
  • Significant increase in expansion revenue
  • Improved retention due to increased platform dependency

The insight was not hidden—it was simply never structured, surfaced, or validated.


X. Common Pitfalls and How to Avoid Them

Even well-intentioned CABs fail for predictable reasons:

Chart 9 - The Customer Advisory Board (CAB) Failure Modes vs. Best Practices

These failure patterns are not random—they are systemic and repeatable. The organizations that outperform are the ones that deliberately design against them. Shown in Chart 9, The Customer Advisory Board (CAB) Failure Modes vs. Best Practices, demonstrated the operating principles for managing a CAB.

Pitfalls

  • Treating CABs as one-time events
  • Lack of executive alignment and ownership
  • Failure to close the loop with participants
  • Over-reliance on anecdotal input

Best Practices

  • Establish CABs as ongoing strategic programs
  • Ensure executive sponsorship and cross-functional integration
  • Communicate outcomes and actions back to participants
  • Validate insights across multiple data points

Avoiding these pitfalls is less about effort—and more about discipline and design.


XI. The Future of CABs: From Advisory to Co-Creation Ecosystems

CABs are evolving.

Chart 10 – The Evolution of Customer Advisory Boards (CABs).

CABs are no longer periodic advisory forums—they are becoming continuous growth engines.
Organizations that recognize this shift early will outpace those still operating in legacy models. Chart 10 brings this to life – The Evolution of Customer Advisory Boards (CABs).

The traditional model—periodic advisory sessions—is giving way to continuous, integrated ecosystems.

Emerging Trends

  • Always-on digital CAB environments
  • AI-assisted insight synthesis across conversations
  • Customer co-innovation labs

The Evolution Path

Advisory → Insight Engine → Co-Creation Platform → Revenue Ecosystem

In this future state, CABs are no longer a supporting function.

They become a core component of customer-led growth strategy.


Closing Perspective

Most organizations search for growth externally:

  • New markets
  • New products
  • Acquisitions

Yet some of the most valuable opportunities already exist within the current customer base.

Chart 11 – Companies With, and Without Revenue Generation CABs

The difference between companies that unlock this value—and those that don’t—is not incremental. It is structural.

It comes down to whether the CAB is designed to generate revenue—or simply to listen. This is shown clearly above in Chart 11 – Companies With, and Without Revenue Generation CABs

The challenge is not access to customers.
It is the ability to systematically extract, interpret, and act on what they are already telling you.

When designed and managed correctly, Customer Advisory Boards become:

  • A strategic intelligence system
  • A revenue discovery engine
  • A durable competitive advantage

And in a market where differentiation is increasingly difficult, that advantage compounds.

About the Author

Steven Jeffes is a Customer Experience and Customer Strategy executive focused on one outcome: turning customer insight into new revenue.

Over a 40+ year career, he has worked with or consulted for organizations including Accenture, IBM Global Services, PricewaterhouseCoopers, Cox Automotive, and INEOS Automotive, and led CX, CRM, and customer strategy initiatives for global brands such as American Express, Microsoft, Verizon, Pfizer, Capital One, Toyota, Ritz-Carlton, Amazon, and Delta Airlines.

While most companies treat Customer Advisory Boards as feedback forums, Steven designs them as revenue engines—structured systems that uncover unmet needs, validate demand, and convert customer conversations into new products, services, and expansion opportunities.

His work has helped organizations identify and activate hundreds of millions of dollars in new revenue by transforming how they listen to—and act on—their customers.

He partners with executive teams to build customer-led growth engines, aligning Customer Success, Product, Sales, and Marketing around one principle:

Customers will tell you where your next revenue opportunity is—if you know how to listen.

Connect: www.stevenjeffes.com | stevenjeffes@gmail.com, 📞 – 518-339-5857

Your Customer Service-Focused AI Is Saving Money and Potentially Destroying Your Customer Base

Reduce cost, not loyalty: How to effectively deploy AI without eroding your customer base.

How many times have customers contacted a company…

…and been immediately pushed into interacting with AI that has no real understanding of their situation, only to get routed in circles, repeating themselves, and never actually getting their issue resolved?

Is that good customer service? Of course not.

What starts as a simple interaction quickly turns into something else entirely:

  • Customers get stuck in loops
  • They’re misrouted to the wrong solutions
  • Frustration builds with every interaction
  • And eventually—they disengage altogether

This isn’t random. It’s a predictable pattern.

…and many companies are currently falling into this AI trap where they’ve underestimated the effort and steps necessary to shore up the foundation upon which AI operates. Without undertaking this foundational first step in implementing AI, companies are rushing toward the shiny object of immediate cost reduction, while planting a long-term time bomb of much higher customer churn driven by frustration with AI that doesn’t serve their needs.

AI can reduce cost, or it can improve customer outcomes.

Very few companies are doing both.

Chart 1 - The Customer Frustration Spectrum / Degradation Curve

Customers don’t go from satisfied to churn overnight.
They move through this progression, often unnoticed, until they disengage completely. So why are so many companies deploying AI in ways that feel exactly like this?

Read on to understand where companies are getting this wrong, and how to implement AI the right way without frustrating the hell out of your customers.


The Real Problem Isn’t AI – It’s How You’re Implementing It

Most organizations didn’t get AI wrong because the technology failed.

They got it wrong because they skipped the foundational prerequisites required to make AI effective in a customer environment.

Instead, they:

  • Deployed AI into broken processes
  • Optimized for cost instead of customer value
  • Measured success with the wrong KPIs
  • Ignored adoption, context, and customer intelligence

The result?

AI is performing exactly as designed, efficiently reducing cost, while simultaneously eroding customer relationships.


The Root Cause: Missing the 8 Prerequisites for AI Success

AI in Customer Experience is not a plug-and-play solution.

It is an amplifier of your operating model.

If the foundation is flawed, AI scales the flaw. Remember the old adage, Garbage In, Garbage Out? This applies to AI implementation as well.

If the foundation is strong, AI scales value.

The difference comes down to whether you’ve established these 8 Prerequisites for AI implementation:


The 8 Prerequisites to Implementing AI the Right Way

Before you can implement AI effectively, you need the right foundation in place.

These are the essential components that determine whether AI drives better customer outcomes, or quietly creates risk  of customer churn.


Chart 2 - The Essential 8 Foundational Steps to Successful AI Implementation

Chart 2 – The Essential 8 Foundational Steps to Successful AI Implementation


Miss any one of these—and AI stops creating value and starts creating problems.


1. A Clearly Defined Customer Outcome Strategy (Not a Cost Reduction Strategy)

Before AI can improve anything, you need to be clear on what success actually looks like for your customers. Most organizations start with cost targets, but customers don’t measure you on cost, they measure you on outcomes.

Customer Impact:
If this isn’t defined, the customer experiences faster responses but not better outcomes. Their issue may be “handled”, from the company’s myopic perspective, but the customer’s problem is not actually solved.

If your AI initiative starts with:

  • “Reduce cost”
  • “Deflect tickets”
  • “Replace agents”

You’ve already lost.

AI must be anchored to:

  • Retention (GRR / NRR)
  • Expansion
  • Time to Value (TTV)
  • Adoption depth
  • Customer effort
  • CSAT per AI interaction

AI should optimize for customer value creation, not cost extraction.


2. A Unified, Multi-Source Voice of Customer (VoC) System

AI can only be as effective as the data it learns from. If customer information is scattered across systems, teams, and touchpoints, AI never sees the full picture and, therefore, can rarely solve the customer’s request efficiently or effectively.

Customer Impact:
The customer has to repeat themselves across channels because no one, and no system, has the full picture of their history, context, or prior interactions.

AI is only as good as the data feeding it.

  • Most companies rely on fragmented inputs:
    • Support tickets
    • Surveys
    • CRM notes

That’s insufficient.

You need a single converged Voice of the Customer (VOC) system integrating:

  • Behavioral data (usage, adoption)
  • Interaction data (support, sales, training)
  • Sentiment signals (NPS, CSAT, qualitative feedback)
  • Operational data (delivery, onboarding, success plans)

When unified, this becomes:

A predictive engine for churn, expansion, and experience breakdowns (97%+ accuracy is achievable).


3) Clean Ticket Taxonomy & Interaction Classification

Before AI can understand your customers, it needs a clear and consistent way to categorize what those customers are actually contacting you about.

Customer Impact:
The customer gets routed incorrectly, receives irrelevant answers, or is forced through multiple loops because the system doesn’t even understand what their issue actually is.

That’s what a ticket taxonomy is.

It’s simply a structured way of labeling every customer interaction, the why they reached out, what the issue was, and how it was resolved, using standardized categories across your entire organization.

Without this structure, your data becomes inconsistent and unreliable. The same issue might be labeled five different ways by five different people or systems.

And when that happens:

Your AI isn’t learning patterns, it’s learning confusion.

To be effective, a ticket taxonomy must be intentionally designed and consistently applied across the organization.

At a minimum, it should standardize how every interaction is classified across the following dimensions:

  • Standardized reason codes across all channels
  • Consistent tagging (intent, root cause, outcome)
  • Alignment across support, success, product, and training
  • Elimination of “miscellaneous / other” black holes

If your taxonomy is broken, your AI is learning the wrong patterns at scale.

4. Clean, Structured, and Governed Data Architecture

Even with the right data sources, AI still depends on how clean, consistent, and structured that data is. If your data is incomplete, inconsistent, or owned by no one, AI will scale those problems quickly.

Customer Impact:
The customer receives inconsistent or conflicting answers depending on where they interact because the underlying data is incomplete, outdated, or mis-aligned.

Garbage in → scalable garbage out.

Before AI:

  • Standardize data definitions
  • Eliminate silos
  • Persistent customer IDs across all interaction channels
  • Address and geographic area standardization (For customers living in Pennsylvania the state is standardized consistently as “PA” (vs. Penn, Penna, Pennsyl., etc.)
  • Ensure data completeness and integrity
  • Establish governance and ownership
  • Owned customer product and engaged services sources from the standard product and services hierarchy and catalog.

Without this:

AI doesn’t create insight, it creates noise at scale.


5. Customer Segmentation & Value-Based Treatment Models

Not all customers are the same, and they shouldn’t be treated the same. Yet most AI implementations apply a one-size-fits-all experience, regardless of customer value, risk, or lifecycle stage.

Customer Impact:
A high-value, key market influencer or at-risk customer gets the same automated experience as everyone else when what they actually need is priority handling or a human interaction.

Not all customers should experience AI the same way.

Yet most deployments treat:

  • High-value enterprise clients
  • At-risk accounts
  • Market influencer customers
  • New customers

Exactly the same.

You must define:

  • Segmentation (tiering, lifecycle stage, risk profile)
  • Differentiated engagement models
  • AI vs. human interaction thresholds

AI without segmentation = commoditized customer experience.


6. Intelligent Escalation & Human-in-the-Loop Design

AI should not replace humans, but rather it should know when to bring them in. The goal isn’t maximum automation. It’s making sure the right issues get the right level of attention at the right time.

Customer Impact:
The customer knows they need a human, but the system keeps forcing automation, increasing frustration and effort with every failed attempt to resolve the issue.

The goal is not maximum automation.

The goal is optimal intervention.

AI must be designed to:

  • Detect complexity
  • Identify emotional friction
  • Recognize high-value customers
  • Trigger escalation early

Without this:

You automate frustration instead of resolving it.


7. Integration with Customer Success, Training, and Adoption Systems

Customer service is only one part of the customer journey. If AI is not connected to onboarding, training, and adoption, it’s solving surface-level issues while deeper problems go unaddressed.

Customer Impact:
The customer keeps contacting support for the same issue—not because support is failing, but because they were never properly onboarded or enabled in the first place.

This is where most organizations fail—and where the biggest opportunity exists.

AI cannot sit only in customer support.

It must connect to:

  • Onboarding and implementation
  • Training and enablement
  • Adoption tracking
  • Success planning

Because:

Customers don’t churn because support failed— they churn because they never realized value.


8. Closed-Loop Actionability (From Insight → Execution → Outcome)

Insights alone don’t create value, action does. If AI identifies problems but nothing changes as a result, you haven’t improved anything.

Customer Impact:
The customer provides feedback or signals frustration but nothing changes. The same issues continue to occur, reinforcing the belief that the company either doesn’t care and/or isn’t listening.

Most AI systems stop at insight.

That’s useless.

You need:

  • Trigger-based workflows (risk, expansion, adoption gaps)
  • Automated and human-led interventions
  • Feedback loops into product, training, and CX design
  • Measurable outcomes tied to action

If AI doesn’t change behavior, it doesn’t change results.

The biggest risk with AI isn’t immediate failure.

It’s that the damage happens gradually—and most companies don’t see it until it’s too late.

Chart 3 - The Hidden Timeline of AI-Driven Customer Churn

Chart 3 – The Hidden Timeline of AI-Driven Customer Churn

By the time churn shows up in your metrics, the customer made that decision long before.


What “AI Done Right” Actually Looks Like

Coincidentally, I had a very different experience just yesterday, and it perfectly illustrates what AI looks like when it’s implemented correctly.

I had to call SiriusXM regarding a complex billing and contract renewal issue, the kind of situation that typically breaks most AI systems.

When the AI answered, I’ll be honest, I cringed.

Based on my recent experiences, I fully expected to get trapped in another frustrating loop.

So, I did something intentional.

I explained the entire issue in full detail—six sentences, including dates, billing discrepancies, contract terms, and my interpretation of the problem.

In other words:
Exactly the kind of complexity that usually causes AI to fail.

What happened next genuinely surprised me.

The AI responded with a complete and accurate understanding of my issue, not a partial match, not a guess, but a clear articulation of what I was trying to resolve.

Then it recommended a specific path to fix it.

At that moment, I thought:
“Okay, here’s where I get transferred to a live agent to actually make the change.”

But that didn’t happen.

Instead, the AI executed the change itself.

It updated my contract.
It corrected the billing issue.
And while I was still on the call, I received a confirmation email validating the resolution.

I literally paused and thought:

“This is how AI is supposed to work.”

I went from expecting frustration…to experiencing what can only be described as surprise and delight.


Why This Worked

Experiences like this don’t happen by accident.

They are the result of doing the foundational work outlined above:

  • The AI clearly understood complex, natural language input
  • It had access to clean, structured customer and contract data
  • It was integrated into backend systems capable of taking action
  • It operated within a well-defined decision and resolution framework based on a clearly defined set of business rules for allowable solutions.
  • And critically, it was empowered to complete the solution-outcome, not just deflect the interaction

The Contrast Couldn’t Be Clearer

Across more than a dozen other companies I recently contacted:

  • AI misunderstood intent
  • Forced me into predefined “closest match” categories
  • Could not handle edge cases or complexity
  • And required escalation after increasing frustration

In this case:

  • The AI understood
  • The AI resolved
  • The AI delivered the outcome end-to-end

That’s the Standard

This is the difference between:

  • AI as a cost-reduction tool vs.
  • AI as a customer experience and value engine

One creates frustration at scale.
The other creates loyalty at scale.

What Happens If You Skip These?

You get what most companies are experiencing today:

  • Lower cost per interaction ✅
  • Faster response times ✅
  • Higher deflection rates ✅

And simultaneously:

  • Lower retention ❌
  • Reduced expansion ❌
  • Increased customer effort ❌
  • Silent churn ❌

AI didn’t fail—you deployed it into an incomplete system.


The Bottom Line

AI is not a customer service tool.

It is a customer intelligence and value optimization engineif implemented correctly.

The companies that win will not be the ones that deploy AI fastest.
They will be the ones that build the right foundation before scaling it.


Final Thought

AI will not fix a broken customer experience. It will scale it.

AI didn't fail - You deployed it ontop of broken processes, incomplete customer information, non-standard and "dirty" data.

The question is:

Are you scaling efficiency and cost reduction—or are you scaling customer value?

“If your AI is frustrating your customers, it’s not a technology problem—it’s a capability design problem.” –Steven Jeffes

The Experience Behind This Perspective

The ideas presented in this article are grounded in more than four decades of work across customer strategy, customer experience, consulting, technology, and—more recently—AI-driven customer intelligence.

Over the course of my career, I have had the opportunity to work with or consult for organizations such as Lockheed Martin, Carrier Air Conditioning, General Electric, IBM Global Services, PricewaterhouseCoopers, Unisys, Accenture, Cox Automotive, Wave Systems, and INEOS Automotive, as well as lead CX and CRM transformation initiatives with global brands including American Express, Intuit, Microsoft, HP, Samsung, Sony, AT&T, Verizon, Macy’s, Pfizer, Capital One, AstraZeneca, Best Buy, Vanguard, Dell, Toyota, Ritz-Carlton, Amazon, Google, General Mills, Oracle, Adobe, Southwest and Delta Airlines, Regent Cruise Lines, Siemens, Wells Fargo, and many others.

Across these engagements, I have helped organizations:

  • Transform customer service operations from cost centers into profitable, revenue-generating functions
  • Architect end-to-end customer experience and customer success operating models
  • Design and implement Voice of Customer systems that convert fragmented data into predictive insight
  • Deploy AI-enabled customer service and customer intelligence capabilities that improve both efficiency and customer outcomes
  • Uncover hundreds of millions of dollars in new revenue opportunities through structured, customer-driven insight programs

Across every one of these initiatives, one lesson has remained remarkably consistent:

Technology alone does not create better customer outcomes.
It’s how that technology is designed, integrated, and acted upon that determines success or failure.

The organizations that get AI right are not simply automating interactions.

They are building systems that understand their customers better, act on those insights faster, and continuously improve the experience over time.


An Invitation to C-Suite Leaders

If you are a CEO, Chief Customer Officer, Chief Revenue Officer, Chief Marketing Officer, or other senior executive looking to implement AI in a way that drives measurable customer and business outcomes—not just cost reduction—I would welcome the opportunity to connect.

I work with executive teams to:

  • Design AI-enabled customer experience and customer success operating models
  • Build and operationalize Voice of Customer and customer intelligence systems
  • Align customer service, training, and customer success into a unified, outcome-driven model
  • Identify and activate revenue growth opportunities within existing customer bases
  • Ensure AI implementations improve retention, expansion, and long-term customer value

The companies that will outperform in the next decade will not be those that deploy AI the fastest.

They will be the ones that implement it the smartest—grounded in customer understanding, operational discipline, and a relentless focus on outcomes.


Steven Jeffes

Customer Experience & Customer Strategy Executive
Founder, LegendaryCX

www.stevenjeffes.com
518-339-5857
stevenjeffes@gmail.com

Helping organizations turn customer intelligence into measurable growth, loyalty, and competitive advantage.

Introducing: The Customer Bill of Rights

Covered in this blog article:
A) The brand promise
B) Customer bill of rights definition
C) Why the customer bill of rights is needed and important
D) Company mantra, tagline, and brand promise examples
E) The hierarchy of company mantra, tagline, brand promise and customer bill of rights
F) Customer bill of rights company examples
G) Internal service organization customer bill of rights treatment standards
H) How to get started creating your own customer bill of rights

  1. The Familiar Brand Promise:
    We have all heard of a brand promise and have an idea of what this is all about. Simply put, a brand promise is the definition of the high-level quality of experience a company’s customers can expect to receive during every interaction with the company and its customer facing employees. The brand promise speaks to the brand’s purpose and speaks to the value that the brand will deliver.
  1. Customer Bill of Rights Why Needed & A Simple Definition:
    The downside of a brand promise is that it is short of specifics on what the customer can expect during their interactions with the company. To bridge the gap between the higher-level brand promise and to explain what the customers can specifically experience when interacting with the company, we introduce the relatively new customer bill of rights. Here is a simple definition of what a customer bill of rights is:

A customer bill of rights is a public statement designed to communicate to customers what specific service level standards and guarantees the company is going to provide to them.

  1. Hierarchy: Company Mantra, Tagline, Brand Promise and Customer Bill of Rights:
    To first explain how a brand promise ties into the customer bill of rights I thought it important to review the hierarchy of company-customer experience value statements starting with the Company Mantra at the highest level. Simply put, a company mantra states what the company stands for and why they exist. Here are some examples of company mantras that demonstrates “their why”. (a great related read on this “Finding your Why” by Simon Sinek):

A) Company Mantra Examples:
Disney: “Fun, Family Entertainment.”
Nike: “Authentic Athletic Performance.”
McDonald’s: “Fun, Family, Food.”
Next down in the hierarchy of company-customer experience statements comes the company tagline that supports the company mantra. A tagline is a very short and memorable phrase used to convey the value of a brand experience or its products. Here are some examples of the same set of companies and their taglines that demonstrates their why:

B) Company Tagline Examples:
Disney: “The most magical place on Earth.”
Nike: “Just do It.”
McDonald’s: “I’m lovin’ it.”
Next down in the hierarchy of company-customer experience statements is the brand promise, that at a high level, clearly and concisely states the quality of experience a company’s customers can expect to receive during every interaction with the company and its customer facing employees.

C) Company Brand Promise Examples:
Disney: “to create happiness through magical experiences.”
Nike: “To bring inspiration and innovation to every athlete in the world.”
McDonald’s: “make delicious feel-good moments easy for everyone.”

While the company mantra, the tagline and the brand promise all support alignment to the company/brand and its values, it does little to speak to the customer on what specifically they can expect while interacting with the company and its customer facing employees. Hence, last, in the hierarchy of company-customer experience statements we introduce a relatively new tool called the customer bill of rights that explicitly states the specifics the customer can expect when interacting with the company and its customer facing functions and employees.

Hierarchy of Customer Experience Statements: Company Mantra – Tagline – Brand Promise – Customer Bill of Rights

Since it is relatively new to the customer experience world, we are going to break from the 3 previous companies we illustrated (Disney, Nike, McDonalds) and instead highlight some innovative companies who have been bold enough to create and display their customer bill of rights.

  1. Customer Bill of Right Examples:
    Here are some great small business examples that illustrate exactly what a customer bill of rights is all about:
    A) Herb’s Auto:

Herb’s Auto Customer Bill of Rights

Source: https://herbsauto.biz/specials/details/herbs-auto-customer-bill-of-rights

Herb’s is a great example in that it combines their goals from a customer experience standpoint Delivering “fast, Courteous Service” along with specifics on what a customer is to expect “Lifetime Oil, Filter, Lube $12.99*”.


B) Here is another great example from Eden Prairie Painting Company:

Eden Prairie Painting Company Customer Bill of Rights

Source: https://edenprairiepaintingcompany.com/about/customer-bill-rights/

I absolutely love this example as it combines a mantra/tagline along with attractive and high quality visuals of what customer can expect as well as some service level agreements and standards (e.g., “we will begin painting within 3 weeks”, “no less than 4 years experience before working in the field for our customers”) as well as a contact number clearly visible for customers to contact them (i.e. clear call to action). .

C) Here is a 3rd example from C&R Tire:

C&R Tire Customer Bill of Rights

Source: https://www.candrtire.com/About/Customer-Bill-of-Rights

The C&R tire resonates with me personally due to the last item above. How many times have you gone into a tire or auto service establishment’s dirty/dingy waiting room waiting for service and feel like you are in the actual service bay with all the grease, oil, and grime. Some auto establishment’s waiting rooms are truly cringe worthy. That last item on their customer bill of rights is the masterful capitalization on other competitor’s weakness and making it differentiator for your own business by putting directly into in a customer bill of rights!

D) Next up, we have this small business example from a service organization, Chautauqua Opportunities:

Chautauqua Opportunities Customer Bill of Rights

Source: https://www.chautauquaopportunities.com/customer-bill-of-rights/

“Chautauqua Opportunities is an organization established under the Economic Opportunity Act of 1964 to fight America’s war on poverty.” This community service organization tailors their bill of rights around service standards that are appropriate for the constituencies they serve. I particularly like their statements on the delivery of their service in a way that is “non-discriminatory” and “without bias” and safeguards their constituency’s privacy, etc. which is highly applicable to their constituents.

E) Next up, we have this small business example from Capital Homes, Inc.:

Capital Homes, Inc. Customer Bill of Rights

Source: https://capitolhomeideas.com/customer-bill-rights/

F) Leading the charge for larger businesses, we have the excellent and innovative customer bill of rights from Jet Blue:

Jet Blue Customer Bill of Rights

Source: https://www.jetblue.com/magnoliapublic/dam/ui-assets/p/Bill_Of_Rights.pdf

Having consulted and worked for numerous Fortune 500 companies, this bill of rights from Jet Blue is absolutely my favorite. This combines the commitment on informing customers and under what circumstances, details different customer impacting events and what customers can expect for the occurrence of each event type, but most importantly details the exact specifics the customer can expect for each customer disrupting event. Behind the scenes, I can safely predict that their revenue/finance department pre-calculated the cost of the specific customer considerations (vouchers) by multiplying the cost of each consideration by the historical incident rates and customer volumes for each type of event (departure delays, cancellations, etc.). In essence, it is solidifying a predictable revenue model while communicating this to their customer base to gain competitive advantage which is brilliant.

G) My Customer Bill of Rights Examples:

Here are some sanitized (removed client identifiable information) examples from companies I have recently worked for:

Client Customer Bills of Rights – Company Commitment

H) Customer Service Organization (internal) Customer Bills of Rights Example:

At a customer service representative level, I have created the following in terms of what type of specific customer treatment we will uphold and what the customer can expect from each and every one of our customer facing people and functions:

Our Customer Service & Experience Experts Make the Following Promises to Our Customers

Customer Service Customer Treatment Bill of Rights

5. How to Get Started, Create Your Own Organization’s Customer Bill of Rights

Does your company (large or small) have a Customer Bill of Rights? This is not in a company mantra, tagline, or brand promise, but rather a simple set of rules, standards and guidelines that details the specifics of your customer service and customer experience delivery and helps set specific customer <–> customer-service expectations.

Start by discussing this possibility with your upper management and with your customer support organization. Challenge your organization to create 5-10 customer service expectations that your customers can specifically expect from your company and team. Then make sure that every employee knows and understands it is their obligation to deliver on those expectations. Key to this is aligning your internal standards, process, employee incentives and technology infrastructure to support the pledge, training your frontline employees, and recognizing customer service employee stars who are exceptional in upholding your customer service standards and pledges to your customer.

6. Summary

We have all heard of and mostly understand customer experience terms like the company mantra, tagline, and brand promise. These terms while effective in communicating the values of the company and the brand(s), these fail to communicate what the customer is to specifically expect when interacting with the company and their frontline employees for various customer needs. To address this gap in helping customers understand what specifics the company will deliver from a customer service perspective the increasing use of the customer bill of rights has been introduced by a growing number of companies. The many examples of a customer bill of rights presented in this article will give you food for thought in terms of what your own might look like. It is easy to get started to create your own and can start as simple as with a conversation with your customer facing team and upper management. If you do create a customer bill of rights, you must ensure all capabilities are in place to deliver on these customer promises, otherwise it will be judged as just a company marketing gimmick that nobody believes and you risk losing a great deal of marketplace credibility and customer faith.

7) Need help in creating your own customer bill of rights?

If your organization is seeking a proven resource in measuring and improving your customer service and experience via a customer bill of rights, then give me a call or e-mail me at 518-339-5857 or stevenjeffes@gmail.com.

Lastly, this is just one article nearly 60 articles I have written on customer strategy, customer experience, CRM, marketing, product management, competitive intelligence, corporate innovation, change management – all of which I have significant experience in delivering for Fortune 500 companies. In fact, my blog is now followed by nearly 106,000 world-wide and was just named one of the top 100 CRM blogs on the planet by Feedspot, alongside Salesforce.com, Infor, Microsoft, SAS, etc. – Reference this informative site here: https://blog.feedspot.com/crm_blogs/.

The IoT Revolution: Improving customer convenience & customer experience while reducing business cycle times and cost.

Topics covered in this blog:
1) The simple definitions for the Internet of Things (IoT) and Telematics
2) Illustration of IoT personal and business devices, uses
3) IoT Trends
4) IoT Growth in Spend and Market Size
5) IoT enablers and why IoT has become so pervasive
6) How does IoT work
7) The benefits of IoT
8) The positives and negatives of IoT
9) The most Popular IoT Architecture Platforms in 2021
10) The 10 Hottest Industrial IoT Platforms Of 2020
11) The most Popular IoT Services Companies for 2021
12) Sample IoT Use Cases that illustrate the Customer Experience Benefits
• Customer, Personal IoT Digital Assistants Use Case Benefits
• Business, Fleet Management IoT Benefits Use Case:
• IoT Dashboard Example with Customer Experience Benefits:
13) How to get started in improving your IoT driven Customer Experience

A) Simple Definitions of IoT and Telematics:

One new term I keep hearing about over and over is the “Internet of Things”, known shorthand as IoT. I thought this was a strange term at first and was puzzled about what it stood for. As a result, I set forth to research the topic and create a simple definition for IoT as well as “Telematics” which is frequently mentioned in the context of IoT.


1) IoT Definition: IoT is short for the Internet of Things and describes physically connected objects, that contain embedded sensors, processors, software, and other technologies, and that connect and exchange data with other devices and systems over the internet or by other communications networks.


2) Telematics Definition: Telematics is the practice of sending, receiving, and storing information using telecommunication devices to control remote IoT objects.
In other words, and more put more simply, Telematics is the practice of managing information collected from an array of IoT devices (i.e., connected thermostats, GPS in an automobile, Alexa, Siri, etc.). For the rest of this article, IoT and supporting Telematics I will simply refer to as IoT.

Consumer & Business IoT

{click on image to expand}

B) IoT Trends and why IoT has become so significant:

  1. With 1.3 billion projected subscriptions by 2023, IoT is about to experience another boost by the 5G technology.
  2. By 2021, 35 billion IoT devices will be installed around the world.
  3. The number of connected devices in 2021 will be 46 billion. (Juniper Research)
  4. Households have ten connected (IoT) devices on average and will rise to 50 in 2021, (Economic Times)
  5. Spending on IoT Endpoint Security solutions will reach $631M in 2021, (Gartner)
  6. The Smart Home IoT market will grow to $53.45 billion by 2022, (Statista)
  7. Worldwide IoT spending surpassed $1 trillion in 2020 alone, (Sdx central)
  8. Companies could invest up to $15 trillion in IoT by 2025, (Gigabit)
  9. The biggest reason for IoT investment is cost-reduction, (IoT Analytics)

1-4 above, source: https://techjury.net/blog/how-many-iot-devices-are-there/#gref
5-9 above, Source: https://findstack.com/internet-of-things-statistics/


C) What has made IoT possible:

The next set of questions you might have are:

1) What are the driving forces behind all this IoT growth?
2) Why has IoT usage grown so much now?
3) What has enabled IoTs to be integral in almost everything we do, touch, etc.?

The simple answer is that the rapid increase in technological capabilities, miniaturization of devices, increased computing capacity and 24x7x365 high bandwidth are the enablers. The real reason is that this drives multiple win-wins including the decreased business cost and cycle times coupled with increases in accuracy and customer experience delivery. The chart below sums up these trends very succinctly.

IoT Enablers, Why Now

D) How does IoT work

IoT systems consist of web-enabled smart devices that use embedded systems (that include processors, sensors, data storage/management hardware, and communication hardware, to collect, send and act on data they acquire from the surroundings where they are embedded. IoT devices either share the sensor data they collect to the cloud to be analyzed or the data is made available locally to be analyzed.

In certain instances, these IoT devices communicate with other related IoT devices and act on the information they compile and aggregate from each another. These IoT devices perform most of their own processing and decision making without the need for human intervention, although persons can interact with the devices to either install them, provide updated instructions, or access and monitor the data associated with the systems they are overseeing and/or controlling.

E) The benefits of IoT, the IoT Revolution

Never has there been such a win-win enabled by technology than with the explosion of the use of IoT. Businesses win by enabling greater efficiency and accuracy while driving costs and time to market simultaneously lower. At the same time, companies can increase the ease of doing business with them through increased customer convenience along with increased customer experiences (marketing, sales, customer service, products, services, etc.) by having greater IoT enabled insights into what customer really need and want. The following chart captures some of the IoT enabled win-wins both for business and customers.

Business and Consumer Benefits of IoT

F) The Balanced Positives and Negatives of IoT

To not just present benefits of implementing IoT in the above chart, I also developed the following chart to show additional IoT positives balanced with negatives. For example, for business the benefit is the decreased maintenance cost and equipment downtime, while a negative is the risk of hacking and hijacking of IoT devices connected data and systems, etc. for both customers and businesses.

Balanced Business and Customer Positives and Negatives of IoT

G) Most Popular IoT Architecture Platforms in 2021

Here is a list of the most popular IoT platforms In 2021 from SoftwareTestingHelp.

  1. Google Cloud Platform
  2. OpenRemote
  3. IRI Voracity
  4. Particle
  5. ThingWorx
  6. IBM Watson IoT
  7. Amazon AWS IoT Core
  8. Microsoft Azure IoT Suite
  9. Oracle IoT
  10. Cisco IoT Cloud Connect
  11. Altair SmartWorks
  12. Salesforce IoT Cloud

In the article from SoftwareTestingHelp, (source: https://www.softwaretestinghelp.com/best-iot-platforms/), there is a detailed description for each platform as well as high level pricing for each platform.

H) The 10 Hottest Industrial IoT Platforms Of 2020

If you’re a larger industrial company, you’ll also want to view this list of top enterprise level IoT platform providers listed below:

  1. Altizon Datonis
  2. Amazon Web Services IoT (also on the most popular list in G, 7) above
  3. Flutura Cerebra
  4. Hitachi Vantara Lumada (Listed in Gartner’s “Leader” Quadrant)
  5. IBM Watson IoT (also on the most popular list in G, 6) above
  6. Litmus Edge
  7. Microsoft Azure IoT (Listed in Gartner’s “Leader” Quadrant)
  8. Oracle IoT Cloud Service, (also on the most popular list in G, 9) above
  9. PTC ThingWorx (Listed in Gartner’s “Leader” Quadrant), also on the most popular list in G, 5) above
  10. Software AG Cumulocity

Source: https://www.crn.com/slide-shows/internet-of-things/the-10-hottest-industrial-iot-platforms-of-2020

I) Most Popular IoT Services Companies for 2021:

Enlisted below are some of the most popular IoT Software Solutions and Services Companies worldwide.


List of Best Internet of Things Companies

  1. ScienceSoft (USA & Europe)
  2. iTechArt (New York, US)
  3. Oxagile (New York, US)
  4. Indium Software (USA, UK, Singapore)
  5. Softeq (Houston, Texas, USA)
  6. Style Lab IoT Software Company (San Francisco, CA)
  7. HQ Software Industrial IoT Company (USA & Europe)
  8. PTC (Boston, Massachusetts)
  9. Cisco (San Jose, CA)
  10. ARM IoT Security Company (Cambridge, Cambs)
  11. Hawei (Shenzhen, Guangdong)
  12. GE Digital (San Ramon, California)
  13. Bosch IoT Sensor Company (Farmington Hills, MI)
  14. SAP (Walldorf, Germany)
  15. Siemens IoT Analytics Company (Berlin and Munich, Germany)
  16. IBM (New York, U.S.)
    Source: https://www.softwaretestinghelp.com/top-iot-companies/

I would also add to the top of the list Tata Consulting Services (TCS) as a company who excels in IoT strategy and integration consulting.

Tata Consulting Services (TCS)

J) Example Companies Going all In on IoT

While there are many companies embracing and adopting the concept of IoT, one stands out in particular. Honeywell has made IoT a centerpiece of their future company strategy and has developed a new IoT platform called Honeywell Forge. You may have seen some of the ads they are currently running online, on cable channels and in print. Honeywell plans to roll out versions of this IoT platform for the airline, industrials and buildings verticals.

I interviewed with Honeywell a while back for a Director of Customer Experience position and was impressed at how passionate they are was about IoT and how well they understood that it enabled much higher levels of customer experience. Other companies who have introduced IoT platforms include GE, Siemens and Johnson Controls (competitor to Honeywell).

K) Sample IoT Use Cases that illustrate the Customer Experience Benefits

1) Customer, Personal IoT Digital Assistants Use Case Benefits:

The user of at home personal digital IoT assistants like Amazon’s Alexa, Google’s Assistant, Apple’s Siri, Microsoft’s Cortana and Samsung’s Bixby have exploded in the past 5+ years. They have enabled an entire new level of convenience for consumers. The increased customer intimacy and insights gathering comes with the potential balanced decrease in privacy. Users of digital personal assistants are generally aware and ok with this tradeoff due to the delivered convenience and enhanced customer experience. The chart below illustrates a sample of delivered customer experiences based on the potential to learn about users/customers and the enabled delivery of great customer experiences based on leveraging these enhanced insights.

Personal Customer Experience Benefits of IoT, Personal Assistant Example

2) Business, Fleet Management IoT Benefits Use Case:

The user of IoT in fleet management has also increased dramatically in the past several years. The use of these fleet management IoT solutions have enabled an entire new level of convenience for both their business users as well as the customers they serve. The chart below illustrates a sample of delivered customer experiences based on the potential to learn about users/customers and the enabled delivery of great customer experiences based on leveraging these enhanced insights.

Business Customer Experience Benefits of IoT, Fleet Management Example

3) IoT Dashboard Example with Customer Experience Benefits:

IoT Dashboard Example

Source: https://www.sisense.com/dashboard-examples/manufacturing/iot-live-energy/

Above is a superb example of an IoT insights power management dashboard created via Sisense, a company that “Builds custom analytic experiences” and “Embeds actionable intelligence anywhere.” to “Transform the way you work.”

In this power management example, the Sisense enabled dashboard displays all the performance measures associated with the IoT monitoring devices such as the following:

1) Device A, B, C Power usage, voltage, frequency, and current
2) Average Power by device (A, B, C)
3) Energy Consumption over time by device (A, B, C)
4) Current over time by device (A, B, C)
5) Voltage over time by device (A, B, C)

In this example above, a customer user can remotely monitor systems and proactively watch for performance measures that show power supply or regulation degradation. In times past, instead of the IoT performing the monitoring, the monitoring would instead have to be accomplished by sending a person to manually monitor 3 devices (Device A, B, C) on a periodic schedule to ensure they are operating correctly and to manually intercede if they are malfunctioning.

In the same manner that businesses have benefitted by an increase in convenience and business (B2B) customer experience, IoT has enabled the consuming public to be able to interact with their vehicles, home security systems, personal assistants, smart phones, etc. to also improve their lives through increased convenience and improved personal (B2C) customer experiences. Smarter IoT devices become smarter in automating tasks, maintaining our needs, preventing malfunctions and breakdowns, ensuring we get what we need when we need it, increasing our safety and security, while bring us life’s needs at the sound of our voices while going about our normal routines.

L) Summary

  1. IoT stands for the “Internet Of Things” and is simply smart devices that monitor, control, and interact for a variety of functions that collect and transmit data from an array of IoT devices through telematics.
  2. IoT has emerged as one of the fastest growing technology segments in the last several years and will continue this pace of massive growth for the next 5-10 years.
  3. IoT rapid market diffusion has been enabled by even smaller and more powerful device level processing capacity, aided by IoT enabled cloud technology.
  4. IoT has been embedded in almost every aspect of our day-to-day lives including cars, homes, critical infrastructure, personal wearables, etc.
  5. IoT has delivered a tremendous amount of benefit to businesses in terms of reduced cycle times and costs.
  6. While IoT has delivered many benefits, there are a set of downsides to IoT that must be considered and actively managed like the increased risk of hacking and hijacking.
  7. While many businesses would point to the reduction in costs and cycle times as the major business case justification, the common denominator for both business and consumers is the increased convenience and improvement in customer experiences.

The bottom line for IoT is, as stated by the title of this article simultaneously improves customer convenience and customer experience while simultaneously decreasing business cycle times and overall cost. This statement clearly sums up why we are in the midst of an IoT revolution and why the market for IoT has and will continue to experience explosive growth.

M) Need help getting started in improving your IoT driven Customer Experience?

If your organization is seeking a proven resource in measuring and improving your customer service and experience via IoT, then give me a call or e-mail me at 518-339-5857 or stevenjeffes@gmail.com

Lastly, this is just one article of 50+ articles I have written on customer strategy, customer experience, CRM, marketing, product management, competitive intelligence, corporate innovation, change management – all of which I have significant experience in delivering for Fortune 500 companies. In fact, my blog is now followed by nearly 106,000 world-wide and was just named one of the top 100 CRM blogs on the planet by Feedspot, alongside Salesforce.com, Infor, Microsoft, SAS, etc. – Reference this informative site here: https://blog.feedspot.com/crm_blogs/

Leverage Customers as the Chief Customer Officer (CCO) While Increasing Customer Diversity and Inclusion

How & why top companies are inverting their organization charts and putting their own customers in charge of customer operations while increasing Customer Diversity & Inclusion (D&I).

How and why this practice also leads to the following ratings:

1) Higher NPS,
2) Increased customer loyalty,
3) Increased customer satisfaction levels & CSAT,
4) Growth in customer zealots that virally promote your brands and company,
5) Increased customer diversity and inclusion (D&I).

The top 10 things you will learn by reading this blog:
1) The spectrum of customer first cultures – find out where you stand on this spectrum.
2) The trends in developing customer insights and customer feedback via customer inclusionary programs and customer onramps.
3) How customer onramps support customer diversity and inclusion (i.e., customer D&I programs).
4) Customer Experience metrics from real companies who have developed and deployed these customer onramps.
5) Creative win-wins to make your customer experience more fun, engaging, educational, rewarding, and inclusive.
6) Innovations in creating customer communities that increase brand loyalty, customer referrals.
7) Market leading companies and their case studies in leveraging customers as the Chief Customer Officer (CCO).
8) The customer organization Inversion and customer empowerment of the future.
9) Quick & easy wins in getting started in the customer inversion that will create customer zealots and a customer experience 2nd to none.
10) The top 10 things you should immediately consider implementing to increase Customer Satisfaction (CSAT) levels, NPS and customer loyalty rates by double digits.

A) The Customer Organizational Inversion-Revolution:

There is an organizational customer inversion-revolution going on and it will only accelerate in the future. What this revolution entails is a complete inversion of the customer decision making structure for companies, one where the customers (vs. the company) are in charge, leading the design of customer strategy and future customer programs. I call it the customer inversion revolution. This inversion looks something like the chart below. We will detail this customer organization inversion-revolution in following sections of this blog.

FROM:

Traditional Customer Service Organization

TO:

Customer Service Organization Inversion-Revolution

Key to implementing this customer organizational inversion-revolution is the development of customer inclusionary “on ramps” (shown in the green symbol above) that allows customers to participate and join the company team as brand partners, advocates, insights experts, advisors, etc. We will cover this more in depth in following sections but hence forward, customer on ramps will be designated by this symbol below:

Customer Inclusionary Onramp

These onramps detailed in the following blog increase customer inclusion by their very nature of creating an array of customer chosen methods for these customers to contribute to and participate in the company’s success. The enhanced diversity is derived from tapping into and leveraging the diverse set of perspectives and needs from existing customers that represent a cross-section of different cultures, races, genders, ages, political views, national origins and religions, etc. so that the best product and/or services are engaged in the marketplace.

Many companies have omitted these onramps in the vetting of new products, services, marketing campaigns, etc. and have ended up offending and alienating their own customers and potential prospects. A great web article points to how companies have fielded expensive and disastrous marketing campaigns and ads in the past only to have to quickly pull them from the market. These campaigns/ads are often a result of corporate myopathy and not taking into account a multitude of diverse perspectives enabled by an array of customer D&I onramps: “7 of the most controversial ads of our time” https://www.thedrum.com/news/2019/04/08/7-the-most-controversial-ads-our-time. A major West Coast bank vets all of it marketing concepts through a customer insights group (covered below) before ever releasing the ad and/or campaign into the market. Only after the CIG group (onramp) has weighed in and provided their approval and feedback will this bank to go market with their marketing concepts.

Bottom line, these onramps enable your customers to become brand and company partners/advocates who, through time and continued onramp participation, develop an ever increasing vested interest in the brand(s) and company success.

To be receptive to this change and to get onboard with customer leaders who are in the process of putting customers in charge and implementing the customer organizational inversion-revolution, you must first have a foundational customer centric culture. Companies that are implementing this customer centric change and building customer brand partners include Apple, Southwest Airlines, Ritz Carlton, Amazon, Marriott, Bank of America, Wells Fargo, etc. Let us first explore what a customer centric culture is and the spectrum of companies on the customer centric continuum.

B) The Customer First, Customer Centric Culture

To begin with, almost every company claims to be customer centric, that their customers are their most important asset, customer satisfaction is a priority, etc. In practice I have found that there is a spectrum of truth to these public statements ranging from treating customers as a necessary commodity to the other end of the spectrum and treating customers as equal and respected partners and treating customers as a true extension of the company-employee team.

Referring to the chart below, we can see that spectrum of company cultures and their treatment of customers based on these different company customer cultures. To simplify this illustration, I have only included 3 types of companies as follows (along top of chart):

Customer Centric Company Spectrum

  1. “Customers are our most valuable asset”: Companies that truly value their customers and view them as an integral part of their team and company’s success. This type of company also maintains a true customer first culture, policies, standards, etc. (right side of chart, spectrum).
  2. “We Value our Best Customers”: Companies that only strive to cater to their most valuable customers since these customers benefit the company the most (middle of chart, spectrum).
  3. “Customers are a Necessary Commodity”: Companies that interact and ‘deal with’ customers when it benefits them (they pay lip service to slogan ‘customers are their most important asset’), left side of chart, spectrum.

On the left side of the above chart, we have a number of customer facing dimensions including the following:

1) “Customer Input”: How the company views and approaches soliciting customers for insights, input on new programs, detailed feedback (i.e., focus groups, crowdsourcing, etc.), etc.
2) “Customer Complaints”: How the company views and approaches the handling of customers complaints.
3) “Customer Inclusion, Partnership”: How the company approaches being customer inclusive by offering customers ways to partner with the company including online communities, customer co-blogging, customer spotlights, etc.
4) “Customer Engagement”: How the company approaches customer communication and creates a rewarding and engaging customer experience.

Companies located on the far-right side of the chart have the following belief that is not only a slogan, but embodied in the company culture, operations, practices, standards, rewards systems, etc.:

“Customers are our Most Valuable Asset”.

For the first customer dimension on the left side of the chart, “Customer Input”, a comment that I heard from a CEO with this type of culture is as follows:

“We make no (major) decisions (that will impact the customer) without the customer’s direct input”.

For the first customer dimension of “Customer Complaints”, a company CEO said the following,

“Customer complaints are a valuable insight and gift to help us improve, beat our competition”.

You can read the comments for each type of company aligned to each customer dimension. Bottom line, without a foundational customer first mindset, rewards and incentive system and culture, you will be impeded on implementing the effective customer inclusion program with many possible customer onramps detailed in the remainder of this blog.

C) Mainstream Customer Inclusionary Programs & Onramps:

As I mentioned before, once you have established a totally customer centric culture, the 2nd step is to build customer incremental onramps for the customer to become a brand partner and an integral part of the customer team. These onramps invite the customer to participate in a number of activities that will increase customer satisfaction (CSAT), loyalty, NPS, viral referrals, etc. Based on my experience, building these customer inclusionary onramps can net your company huge increases in key customer measures as follows:

1) NPS: +14 to 49
2) Customer Loyalty: + 4% to 36%
3) Customer Positive Sentiment: +12% to 71%
4) Customer Viral Referrals: +11% to 26%

Customer On-Ramp: Customer Advisory Board Program

1) Customer Advisory Board Program:

A Customer Advisory Board (CAB) is the composition of a group of trusted, and generally top customers, who meet on a regular basis (i.e., Quarterly) to advise the company on strategic direction such as the product and/or service roadmap and on upcoming major new programs. Customer advisory boards (a.k.a. trusted customer advisors) can also be a conduit to award top customers for their input, loyalty, spend, referrals, etc.

At a top US automotive company, we invited our top and most open/honest customers to these focus group and advisory events, paid their travel expenses, hosted a nice dinner reception and, at the end of the session, gave them an appreciation gift for their continued participation and loyalty. We also had Platinum private customer events for our top 1% spend customers which were meetings with the EVP and above for open-ended candid feedback & insights gathering discussions.

Customer On-Ramp: Customer Insights Group Program

2) Customer Insights Group Program:

A Customer Insights Group (CIG) is the composition of a wider cross-section of customers or specific customer segment(s) who meet on a regular basis (i.e., weekly, quarterly) to advise the company on new tactical programs, proposed sales campaigns, and marketing concepts, provide feedback on existing program effectiveness, provide customer experience insights based on their own actual experience, etc. Customer insights groups are usually on a voluntary enrollment basis and typically come with some sort of incentive to participate (i.e., participate and be entered in a drawing for a gift certificate).

A top 5 US bank uses these extensively and there is a directive from the CMO that no new marketing programs/materials/etc. will be fielded without first getting the input of this insights group. After implementing this program, marketing effectiveness increased by an overall 27% and the loyalty of the group increased by a whopping 38% as compared to non-CIG participants. When surveyed, 92% of CIG members indicated that they told 26+ about their positive perception of this bank CIG program (survey choices were 0-5, 6-10, 11-15, 16-25 or 26+).

Amazingly enough, 5,000 participants volunteer up to 8 hours of their time per week to participate with another 5,000 eagerly waiting in the wings for their term to participate (participation is limited to a 2-year term).

In addition, by tapping into a diverse customer set, the bank was able to avoid potential marketing disasters by stopping the fielding of proposed marketing materials that were deemed offensive and culturally insensitive by members of the customer insights group.

Customer On-Ramp: Customer Co-blogging & Co-Authoring Program

3) Customer Co-Blogging & Co-Author Program:

Customers telling their story (the voice of the customer) about their success in using your product/service and their customer experiences are 5-7x more credible than coming from the company. In addition, customer authors bring with them an entirely new audience sphere (their friends, connection, relatives, etc.) which will result in a dramatically increasing your website traffic, SEO, referrals, etc. Customers love the opportunity to be spotlighted and write their own story (with helpful company editing of course) when it comes to their experience interacting with the company. Co-blogging can also be about customer stories with a human-interest side to it vs. always being business oriented. Customer co-authored articles can be about topics such as how to gain the most value from the product/service, tips/tricks they have learned, the value they have gained from using same, etc.

We recently used this for a struggling newsletter program that had only penetrated 27% of our customer base. Six months after I implemented the co-blogging program, the newsletter distribution grew to 56% of our customer base and we experienced a simultaneous increase of 17% in new visitor web traffic.

Customer On-Ramp: Top Customer Appreciation & Recognition Program

4) Top Customer Appreciation & Recognition Program:

Remember the movie “Up in the Air” with George Clooney? He was a top traveler who strived to be in the 1% club in terms of air miles flown per year on a particular airline whereby, if he achieved this distinction, he would then be invited to an awards dinner with the CEO of the airline and be showered with a whole host of flying perks after achieving that level of spend/loyalty. Banks, hotels, brokerage firms, etc. all have an array of top customer loyalty rewards programs.

For the very top customers, there are more hands-on personal perks like a dedicated/private concierge assigned to customers like for the American Express Black credit card which can only be obtained by direct invite by American Express (i.e. not via request). A top US air conditioning company I used to work for had top distributorship recognition events for the distributors who sold the highest revenue generating air conditioning units. While focused internally for a company, many salespersons have benefitted from such top achievement loyalty programs by achieving the distinction as top salespersons for their companies and being rewarded with trips, cash, luxury items, cars, etc. as a thank you for their contributions.

Customer On-Ramp: Customer Product/Service Beta Group Program

5) Customer Product/Service Beta Group Program:

Before top companies like Microsoft and Apple ever release a new product into the market, they first try these new products with limited volunteer beta groups. They gather feedback from these beta test groups and then continuously improve the beta product before releasing the product to mitigate potentially disastrous consequences of releasing products with potential flaws that internal testing failed to consider via their test cases.

Customer On-Ramp: Customer Success Program

6) Customer Success (Spotlight) Program:

Does your company have successful customers using your product and/or service? Why not showcase or spotlight this success by detailing what they did, how they did it and the value they were able to derive from doing so? Challenge customers to submit their success stories for selection to spotlight in the newsletter, website, articles, FAQs, consideration for prizes for the top stories, etc. The more customers witness real customer successes, the more other customers will want to figure out how to acquire your product/service to emulate the success of other customers.

Customer On-Ramp: Ambassador Program

7) Customer Ambassador Program:

The Syracuse University (SU) admissions and student success programs received a big boost with the adoption of its Alumni ambassador program whereby successful alumni would volunteer to host regional recruiting events, student college send-off events, and answer questions from interested students in their area. Alumni ambassador groups increased the level of excitement and enthusiasm for new students and families while simultaneously decreasing the levels of anxiety and confusion among students and families.

The entire ecosystem of a customer first, customer inclusive company that has inverted the customer organizational structure and has built a comprehensive set of customer onramps to be able to put customers in charge of customer operations would look something like the following chart:

Customer Inclusionary & Participatory Programs, Onramps

D) Other Customer Inclusionary Programs & Onramps:

In addition to the more popular and mainstream customer inclusionary programs above, there are several other programs that I have encountered that were effective by increasing the levels or customer loyalty and creating many customer-brand zealots (those who actively and aggressively advocate for the brand/company).

Customer On-Ramp: Creative Council Program

1) Customer Creative Council Program:

Many customers have a wide range of creative talents outside of simply being a customer. A company with a large customer base tends to have customers who are very creative such as artists, craftspeople, etc. A large SaaS software firm I consulted for would solicit creative ideas for new campaign concepts from the creative group among their customer base (and sometimes from their employees) to get the best creative concepts as possible. Many times, customers would develop far more appealing creative concepts than their own dedicated creative talent working within the company. Why not source from the best of the best, including creative customers?! This would allow the company to harness this creativity while allowing creative customers to be spotlighted for their hidden talents and feel valued by the company.

Customer On-Ramp: Talent Showcase
Program

2) Customer Talent Showcase Program:

Beyond just being creative, a company with a large customer base typically includes customers who are also poets, book authors, those with interesting and varied professions such as paramedics, volunteer firefighters, food bank volunteers, world travelers, iron men or women, triathletes, extreme cyclists, paragliders, scuba divers, treasure hunters, etc. Many companies I have worked with have conducted customer showcases that highlight the interesting lives of their customer base beyond merely being a customer. These personal story showcases add a human-interest side to the customer base and tend to make customers feel more connected to and understood-appreciated by the company.

Customer Journey Customer Co-Mapping

3) Customer Involved Customer Journey Mapping & Continuous Improvement Program:

Are you planning on creating a customer journey map and want to know what the important steps and metrics are in that journey? Why not invite the customer to join in on these development sessions to provide the team with some insights, feedback, important items to consider? I have used this approach quite effectively and have developed far more qualitative customer journeys as a result. I used this approach to develop a brand new and innovative customer journey map I have labeled “The Quantifiable Customer Journey Map”. Refer to my previous blog article for insights here: https://bit.ly/3bvPRal

The Quantifiable Customer Journey Map

Bottom line, without the customer’s input, the high quality achieved in the final customer journey map would have been much more difficult and time consuming to achieve.

Customer Diversity & Inclusion Council

4) Customer Diversity & Inclusion Council:

A few companies I have worked with in the past have managed and conducted employee diversity councils whereby employees would provide their perspective on how the company can be more diverse, culturally sensitive, and overall inclusive.

A few companies have taken this further and included their own customers into the diversity council along with their employees. In this manner, the company ensures that it is considering the widest possible perspective on D&I and not falling victim to company group think.

Regardless of whether you include a formal customer diversity council, what all the above illustrated customer onramps do in essence is help build a company culture that supports customer diversity and inclusion (D&I) as follows:

1) Enables the assembling of a diverse set of perspectives, based on unique and diverse set of customer experiences, needs, etc.
2) Provides diverse feedback on potential new customer programs, marketing, etc. that might be perceived as offensive and discriminatory to certain customer groups.
3) Enables customers to showcase their diverse backgrounds, talents, interests, viewpoints.
4) Enables a voice of the customer cultivation that represents the full cross section of diverse customers.
5) Enables the delivery of the best of the best solutions by allowing feedback on proposed programs from a wide and diverse set of customers.

If your organization is seeking experienced assistance in creating these customer onramps and a more diverse and inclusive and customer first organization where customers are leveraged to assist the insights Chief Customer Officer (CCO) and are transitioned to full brand-partners/advocates/participants/etc., then give me a call or e-mail me at 518-339-5857 or stevenjeffes@gmail.com. I am also a Certified CultureTalk (https://culturetalk.com/) consultant that can help you develop and/or improve a customer-oriented, customer first culture.

Steven Jeffes, Certified CultureTalk Consultant

Lastly, this is just one article of over 50 articles I have written on customer strategy, customer experience, CRM, sales excellence, marketing, product management, competitive intelligence, corporate innovation, change management – all of which I have significant experience in delivering for numerous Fortune 500 companies. In fact, my blog is now followed by nearly 107,000 world-wide and was just named one of the top 100 CRM blogs on the planet by Feedspot, alongside Salesforce.com, Infor, Microsoft, SAS, etc. – Reference this informative site here: https://blog.feedspot.com/crm_blogs/ .