How to Foster a Culture Focused on Customer Pain Points

Friday honesty: Customer-centricity is a lot harder to maintain than it seems. Even for those of us in Customer Success. The tendency is always to drift toward making our processes and focus company-centric rather than customer-centric. Don't believe me? Just look at one example of this: Customer Journeys. Many teams say that they have a defined Customer Journey. But rather than actually being oriented around the customer, for many the journey map is a list of activities from the company's perspective that are built around milestones the company cares about (contract signature, go-live, renewal, etc). I know about this, because I've been guilty of it in the past myself. I confuse my activity list with a customer journey and wonder why customers aren't as successful as they'd like. While important, that isn't a customer journey. It's an activity list. It's a rut none of us mean to fall into, but it's the natural drift because we live and breathe our own organization. So what do you do about it? How can you adopt a more customer-centric mindset in this area? TRY THIS APPROACH INSTEAD: 1. List out the stages your customers' business goes through at each phase of their experience with your product. Use these to categorize journey stage, rather than your contract lifecycle. 2. For each stage, list out what their experiences, expectations, and activities should be to get the results they want. Don't focus on listing what YOU do, but rather focus on listing what a customer does at each phase of their business with your product. List out the challenges they'd face, the business benefits they'd experience, the change management they'd have to go through, the usage they'd expect. Think bigger than your product here. 3. Then map what support a customer would need to actually accomplish these desired outcomes at each stage of the journey. Think education, change management enablement, training, etc. 4. Based on all of the above, you're finally ready to start identifying what your teams do to support the customer. ____________________________________________ Following a process like this helps build customer-centricity in 3 ways: 1. It causes customers to be the center of how you decide which activities are most important to focus on. 2. It empowers your team to become prescriptive about what customers should be doing for THEIR success. 3. It exposes what you don't know about your customers' business. And if you don't know something, just ask them. Don't make assumptions when you can instead talk to your customers directly. Avoid the company-centric drift, fight to maintain true customer-centricity however you can. This isn't just a nice to have in 2024. It's a business imperative that's important for any business to survive in this climate. But I want to hear from you! How do you guard your org from drifting to company-centricity? #SaaS #CustomerSuccess #Leadership #CustomerCentric

👥 Are our customers a name and a logo, or a real person trying to help themselves and their companies win each day? Let’s be honest: CS doesn’t always get this right. I don’t always get this right. When things get tough (aka churn risk, low usage, budget pressure) our instinct is to reach for the metrics. What can we quantify? What can we prove? How do we show we’re “doing our job”? We start building dashboards, framing health scores, chasing outcomes. Not wrong But also not enough. Because often, metrics make us feel better internally. But they don't us understand the people we’re here to serve. This is the tension at the heart of CS. We sit between the customer’s lived reality and the company’s operational pressure. And it’s our job to resolve that tension. Not avoid it. Not outsource it. Own it. So here’s what I’m thinking about today: What can we do to drive a deeper understanding across our orgs of client needs and value? And more importantly: How do we humanize the people at those clients? Here are 5 small moves with outsized impact: 1️⃣ Tell customer stories, not just stats. Share a 30-second anecdote at an All Hands Meeting. Real people. Real outcomes. 2️⃣ Bring a voice into the room. Quote an actual user in a roadmap meeting. Let them shape the build. 3️⃣ Translate feedback into intent. Don’t just say what a client asked for. Explain why it matters. 4️⃣ Invite cross-functional teammates to customer calls. Let them hear the tone, nuance, and urgency directly. 5️⃣ Celebrate wins that start with the customer. When a feature lands or a renewal closes, connect it to the human story behind it. CS isn’t just about adoption or retention. It’s about being the customer people engine inside the business. And that starts with us, every day, choosing to fight for understanding, not just validation. #CustomerSuccess #Leadership #VoiceOfCustomer #CustomerCentricity #CreateTheFuture

3 Out of 4 Projects Fail Due to Misdiagnosis... here’s how to change that. The Doctor Framework: In a consulting world crowded with “solutions,” what if the secret to true client impact was a shift to diagnosis first? The Doctor Framework is designed to help senior executives-turned-consultants leverage their expertise in a solutions-based sales approach. Here’s why this method is a game-changer for creating long-term client relationships and real outcomes: 1. Diagnose the Pain 🩺 Much like a doctor would with a patient, this phase is about identifying core issues... not just symptoms. Research shows that 80% of s uccessful client interactions hinge on active listening (HubSpot, 2021). For consultants, that means asking pointed questions and focusing on what the client’s really saying... often between the lines. This phase sets the tone for trust and accurate problem-solving. 2. Verify & Prioritize 📋 Too often, consultants jump to solutions without fully verifying the core problem. In fact, 75% of misaligned projects stem from a misunderstanding in the initial discovery phase (PMI, 2022). Encourage clients to prioritize their biggest hurdles and validate the diagnosis before prescribing. This ensures they’re bought into the process, which paves the way for collaborative solutions. 3. Co-Create the Solution 🤝 People support what they help create. Rather than prescribing a one-size-fits-all answer... work with clients to co-create their roadmap, personalizing it to their needs. This consultative approach builds trust and client ownership, leading to better buy-in and outcomes. According to LinkedIn, solutions tailored with client collaboration improve client retention by 42%. 4. Start with Small Wins 🏆 Quick wins build momentum. In fact, research from McKinsey shows that starting with small but impactful projects leads to a 30% higher likelihood of client re-engagement. The goal is to: - secure initial buy-in - build credibility - set the stage for longer-term partnerships. Propose a quick-hit project to deliver immediate results, reinforcing the client’s confidence in both the process and the partnership. 5. Become the Trusted Advisor 🔗 Once the foundation is laid, follow-up and deepen the relationship. Check-in regularly, provide added value, and actively look for new opportunities to expand your impact. By positioning yourself as a long-term ally, not just a vendor, you’ll move from “consultant” to “advisor.” Statistics reveal that 90% of clients who see consistent value are more likely to refer additional business. Ready to level up your consulting approach? Implement the Doctor Framework and start creating meaningful, lasting relationships. Anything you'd add?

How can we stay focused on every customer’s experience when we operate at the scale of Chase? 🤔 At the Chase Technology Senior Leadership Conference, I had the opportunity to share my thoughts on a crucial aspect of customer service, and I shared something I find myself thinking about often… we need to stop saying "only." As Head of Chase's Infrastructure and Production Management, I’m concerned about any issue that impacts even a small percentage of our customers. This is because at our scale, 1% can mean hundreds of thousands of customers. Given our scale, there can unfortunately be a tendency to say it “only” affects a small number of customers when we have issues affecting our ability to meet our customer promises. But using "only" can diminish the severity of issues and lead to complacency... and considering our scale, we can't afford to be complacent. Using the word "only" stifles curiosity in improving our business and makes us less empathetic to our customers. Here are my suggestions to remove "only" from our vocabulary: • Solve the "Small" Problems: Give teams the time and resources to address minor issues. This allows them to practice empathy and understand the customer experience more deeply. This allows us to address existing customer friction and helps us build better products for customers in the future. • Engage with Customer Challenges: Visit call centers, listen to complaints, or visit a branch and observe how customers and employees interact. Engaging with front line employees and customers directly brings immediacy and emotion to problem-solving, which makes for better solutions. • Focus on Customer Journeys: Establish "customer journey labs" to review pain points and improve experiences from the customer’s standpoint, not the bank’s. As I shared in Nashville with my peers, every minor hiccup represents a real customer with a genuine experience. Let's commit to "sweating the small stuff" and reward our teams for focusing on every customer problem. #CustomerExperience #Leadership

💪 Transforming Organizational Culture: A Blueprint for Customer-Centric Success 💪 In my last article, I highlighted how traditional banks and credit unions can transform to become more customer-centric. But transformation doesn’t stick without cultural change—and culture starts at the top. From 21 years with ING Direct and Tangerine, and more recently working with tech and fintech companies, one thing is clear: a customer-first culture doesn’t happen by accident. It takes deliberate effort and leadership commitment. Here are 9 practical ways to embed customer-centricity into your culture: 1. Lead by Example 🙋♀️ Executives must model customer-first behavior. That means engaging directly with customers and frontline teams—not just reading reports. 2. Articulate a Clear Vision 🤩 Define what customer-centricity means and how every role contributes. From the mailroom to the risk team—everyone impacts the customer experience. 3. Empower Employees 🤝 Give people the tools and authority to solve customer problems. Ownership fuels accountability. 4. Invest in Training ⏳ Ongoing learning in empathy, problem-solving, and listening is critical. Evolving customer needs demand evolving employee skills. 5. Align Metrics and Incentives 🔢 Tie performance reviews and rewards to NPS, CSAT, and customer feedback. What gets measured gets improved. 6. Break Down Silos 🧨 Customer experience is cross-functional. Product, marketing, fraud, risk, and service must collaborate to deliver a seamless and secure experience. 7. Listen—Relentlessly 🩺 Create feedback loops with both customers and employees. Executive roundtables with frontline staff can surface real-time insights. 8. Celebrate Wins 🏅 Regularly recognize employees who go above and beyond for the customer. Storytelling builds momentum. 9. Embed and Repeat 🔁 Cultural transformation isn’t one-and-done. It needs to be reinforced through leadership accountability, routines, and agenda time. Conclusion 🧱 Customer-centric culture is built brick by brick. But when done right, it delivers lasting loyalty, growth, and employee pride. If you're a bank, credit union, neobank or fintech ready to embed customer-centricity into your DNA, I’d love to help. Whether as a C-level leader or advisor, I bring experience that turns strategy into results.