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Expert Academy and Lahcen Bouya

Dive into the world of Customer Experience Strategy with this all-encompassing online course series. This masterclass comprises three uniquely tailored, standalone courses:

  1. Customer Experience Strategy: Leading with Brand Purpose

  2. Customer Experience Strategy: Cultivating Customer Loyalty and Brand Promise

  3. Customer Experience Strategy: Aligning Employee Engagement with Brand Purpose

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Dive into the world of Customer Experience Strategy with this all-encompassing online course series. This masterclass comprises three uniquely tailored, standalone courses:

  1. Customer Experience Strategy: Leading with Brand Purpose

  2. Customer Experience Strategy: Cultivating Customer Loyalty and Brand Promise

  3. Customer Experience Strategy: Aligning Employee Engagement with Brand Purpose

Industry experts Shaun Smith and Andy Milligan, renowned for their best-selling book, "On Purpose: Delivering A Branded Customer Service People Love," offer an immersive journey into the strategies employed by their company, Smith+Co, to transform businesses into customer-centric powerhouses. This series takes you through real-world case studies and teaches you how to implement these game-changing principles in your own business using provided tools and guides.

As a participant, you will gain the skills to devise a compelling brand purpose that harmonizes your organization and steers your customer experience initiatives. You will master the art of designing a distinctive experience that sets your brand apart and learn to map the employee journey, fostering a culture that bolsters your customer experience strategy. Additionally, you will acquire the knowledge needed to recruit and train individuals that reflect your brand's unique DNA.

The eight practices encapsulating this philosophy define the actions and behaviors of brands that are revolutionizing their markets by creating intentional and meaningful customer experiences. Brands such as Burberry, Zappos, and Lego are leading examples. In this dynamic world, it's crucial for organizations to be agile and offer customer experiences that differentiate them in the marketplace, adapting to evolving customer needs to sustain growth.

Exceptional brands excel in three key areas: They Stand Up for customer-centric values, Stand Out from their competitors, and Stand Firm by building robust cultures. This course will empower you to articulate a brand purpose that paves the way for your customer experience strategy and unifies your organization.

His UK-based consultancy, renowned for aiding organizations in creating compelling customer experiences for brand differentiation and customer loyalty, was honored as the UK's Management Consultants of the Year 2020. A recipient of the PSAE (Professional Speaking Award of Excellence), Shaun is a respected author and global speaker who has influenced executive teams across various sectors.

Andy Milligan, an international advisor to business leaders on how purpose can forge superior businesses and how to align brand strategy with customer and employee experience, is a co-founder of the award-winning strategic consultancy, The Caffeine Partnership. A best-selling author and keynote speaker, Andy is a regular contributor to renowned media outlets and has a diverse client portfolio, spanning from consumer goods to not-for-profits.

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What's inside

Learning objectives

  • Articulate and implement customer experiences that win hearts and foster loyalty.
  • Transition your organization to a customer-centric model, placing experience at the core of your business strategy.
  • Elevate customer satisfaction rates by delivering superior and memorable experiences.
  • Differentiate your brand from competitors, making it a preferred choice among customers.
  • Cultivate customer loyalty, resulting in repeat business and brand advocacy.
  • Boost profitability by leveraging a well-executed customer experience strategy.
  • Foster a robust organizational culture that supports and propels your customer experience initiatives.
  • Understand and apply the principles of leading 'on purpose' brands to your own organization.
  • Recruit and train individuals who resonate with your brand purpose and contribute positively to your brand's unique dna.
  • Successfully align your brand's promise with its delivery, thereby enhancing your reputation in the marketplace.

Syllabus

Course Series Foundation - Customer Experience Management

The course leaders, Shaun Smith and Andy Milligan, introduce themselves and describe why purpose is becoming increasingly important for brands. They explain how the term 'On Purpose' has two meanings; having a brand purpose that describes why you exist and being intentional about the customer experience you provide. They give a brief overview of the structure and content for this course series, Customer Experience Management: Grow Your Business With A Purpose.

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Shaun discusses how customer experience has evolved and become a key driver of business success, showing data from the latest research. They talk about the shift from products to services to experiences, the importance of creating an emotional connection with customers and the role of brand purpose in driving advocacy.

Shaun introduces the three types of purpose and the importance of starting with brand purpose.

Andy outlines the three dimensions and eight practices that characterise purposeful brands. He poses these questions: What do purposeful brands do differently? What is the profile of successful brands? What is your company profile?

At the end of this lecture, download the On Purpose workbook and complete the Assessment Tool to assess your own brand before moving to the next section.

Course 1 - Brand Purpose & Leadership

The course leaders, Shaun Smith and Andy Milligan, offer a warm welcome to this course, Customer Experience Management: Brand Purpose & Leadership.

In the previous introductory course series module, they spoke about the importance of brands to stand for something more than simply making money. During this course, they will focus on answering the question: Why does your brand exist? Shaun and Andy will teach you how to define a brand purpose that truly makes a difference and the behaviours required of leaders to deliver it.

They introduce you to the Alignment framework, a powerful model to ensure that everything is joined up and supports the brand purpose.

Refer to your On Purpose Workbook and Self Assessment Tool or download them again here.

How To Create A Great Purpose

In this lecture, Andy shows how business purpose has changed over the years and explain the economic impact of being a strong brand. They share the five tests for creating a great purpose.

We show how starting with customer insight is vital to the creation of a purpose but it is also important to know what difference you want to make to the world

Shaun illustrates the vital importance of leadership owning both the process and the outcome of developing a purpose.

Shaun shares a story of how leaders must behave on purpose. He provides three useful tips for becoming a purposeful leader.

How To Be A Purposeful Leader

Shaun explains how purposeful leaders stay close to customers and employees. They listen and feedback into the organisation. They tell stories that link back to the purpose. Shaun shares case studies and stories where brands have done this effectively. He suggests questions for you to ask your customers and employees.

Andy highlights examples of purposeful leaders who manage their energy well.

Shaun show examples of purposeful leaders who are relentlessly focused.

Course 1 Conclusion - Brand Purpose & Leadership

Shaun offers some final advice. He explains how brands are constantly being disrupted and therefore your commitment and a desire to listen to your customers changing needs is paramount.

Review your On Purpose self-assessment and the assignment from each lecture to determine your top three priority actions and share these with your leadership team. Then go to the Smith+Co website (www.smithcoconsultancy.com) for the tools and advice guides to help you take action.

Course 2 - Brand Promise & Customer Loyalty

The course leaders, Shaun Smith and Andy Milligan, offer a warm welcome to this course, Customer Experience Management: Brand Promise & Customer Loyalty.

In the previous introductory section (the course series foundation), they speak about the importance of brands standing for something more than simply making money. They explain how you will learn in this course how to design a customer experience and deliver it every day, to ensure your customers keep coming back.

You will be introduced to the Alignment framework, a powerful model to ensure that everything is joined up and supports the brand purpose, and asked the questions: How will you deliver it? How will you Stand Out from your competitors?

Download the On Purpose Workbook supporting document.

Using Infectious Communication

In this lecture, Shaun discusses how ‘trusted’ brands successfully communicate their brand promise and values across media. He explains how bold brands see the involvement of their customers in the development of their products as a key part of marketing to them.

Shaun illustrates how social media reflects your behaviour as a brand, explaining that 'brand marketing' should be understood as a verb, not a noun.

Andy guides you through how to use customer co-creation as part of your marketing strategy and stresses the importance of timing.

Distinctive Customer Experience

Shaun explains how a 'branded customer experience' is one that is distinct from competitors and provides value to the target customers where they need it most. He offers case studies for brands who have done this successfully and asks you to think about how to design and deliver a 'branded customer experience' in your business.

In this lecture, Shaun focuses on how to create customer journeys across multiple channels. He explains why just mapping customer touch-points is no longer enough and shows you how to choose where to ‘over-index’ in order to dramatise the experience and select what you wish to become famous for.

In this lecture, Andy talks about how to define a brand promise that articulates what you intend your customer experience to achieve.

Continuous Innovation

Andy explores the reasons why you should study comparators rather than competitors and explains why best practice is bad practice. He asks you to think about how you encourage innovation in your business and gives examples of innovative brands.

Andy shares insights for setting yourself up for long-term success. He gives examples of brands where senior leaders are personally committed and fully responsible and suggestions for consulting your people across length of tenure, functions and age. He also discusses the importance of internal communications for keeping the momentum going in a positive direction.

Course 2 Conclusion - Brand Promise & Customer Loyalty
Course Conclusion
Course 3 - Brand Purpose & Employee Alignment

The course leaders, Shaun Smith and Andy Milligan, offer a warm welcome to this course, Customer Experience Management: Brand Purpose & Employee Alignment. In the previous introductory section (the course series foundation), they speak about the importance of brands to stand for something more than simply making money.

In this course, you will learn how to create an employee experience and culture that sustains success long-term. Shaun and Andy introduce you to the Alignment framework, a powerful model to ensure that everything is joined up and supports the brand purpose and look at the cultural and people issues that will enable you to sustain long-term success.

Refer to your On Purpose Workbook supporting document or download again here.

Shaun discusses how you can build an employee experience that mirrors the customer experience, and a culture that lives and breathes the brand values.

Distinctive Employee Experience

Shaun discusses how relying on traditional HR practice and customer service training will doom you to deliver a mediocre customer experience. He shares the tips and tools that will change the way you think about hiring and motivate your people to deliver the ultimate experience.

Andy looks at examples of companies using a sense of purpose to help them 'hire for the customer' experience they want to deliver.

Andy shares examples of hiring practices that are likely to bring on board purpose-led people.

Andy shares examples of practices that help to retain people who fit with your culture and how to let people leave in the right way too.

Shaun introduces the notion of empowerment and why most organisations do it badly.

Andy show examples of 'Branded Customer Experience' training to cascade the message.

Experience Measurement

In this lecture, Andy will explain how 'Experience Measurement' is not just about an annual mystery shop or satisfaction survey. You’ll learn how you measure the complete end-to-end experience and the upstream indicators that drive your financial results.

Shaun introduces the 'Customer Experience Scorecard' as a way to measure upstream and downstream activity.

Shaun walks you through the steps for building a 'Customer Experience Scorecard'.

Course 3 Conclusion - Brand Purpose & Employee Alignment

Shaun recaps the topics covered in this course for designing an employee experience that is a mirror for your customer experiences. He offers some practical advice - gained from their research, books and consulting work with many leading brands - to set you up for success.

Review your On Purpose self-assessment and the assignment from each lecture to determine your top three priority actions and share these with your leadership team. Then go to the Smith+Co website (www.smithcoconsultancy.com) for the tools and advice guides to help you take action.

Course Series Conclusion - Grow Your Business With A Purpose

Too often, the failure to be purpose-led in your business and for your customers comes down to a repeated set of behaviours. Andy introduces the '7 deadly sins' that will kill your efforts to build a bold, purposeful brand in which you and your customers can take pride and shares his experience of what most frequently goes wrong with customer experience initiatives, and why.

The Seven Deadly Sins (PDF)

Shaun and Andy offer some final advice. They explain how brands are constantly being disrupted and therefore your commitment and a desire to listen to your customers changing needs is paramount.

Review your On Purpose self-assessment and the assignment from each lecture to determine your top three priority actions and share these with your leadership team. Then go to the Smith+Co website for the tools and advice guides to help you take action.

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in The Ultimate Customer Experience Course (3 In 1) with these activities:
Review 'On Purpose: Delivering A Branded Customer Experience People Love'
Familiarize yourself with the core concepts of the course by reading the foundational text.
Show steps
  • Obtain a copy of 'On Purpose'.
  • Read the book, taking notes on key concepts.
  • Reflect on how the principles apply to your own organization.
Review Customer Service Fundamentals
Solidify your understanding of basic customer service principles to better grasp the nuances of customer experience strategy.
Browse courses on Customer Relations
Show steps
  • Review notes from previous customer service training.
  • Research current trends in customer service.
  • Identify areas where your knowledge is weak.
Analyze Your Current Customer Experience
Apply course concepts in real-time by analyzing your organization's current customer experience and identifying areas for improvement.
Show steps
  • Map your customer journey.
  • Gather customer feedback through surveys or interviews.
  • Identify pain points and areas for improvement.
  • Develop a preliminary action plan.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a Brand Purpose Statement
Solidify your understanding of brand purpose by crafting a compelling statement for your own organization or a hypothetical one.
Show steps
  • Research examples of strong brand purpose statements.
  • Identify your organization's core values and mission.
  • Draft a purpose statement that resonates with customers and employees.
  • Refine the statement based on feedback.
Design a Customer Experience Scorecard
Apply the course's principles on experience measurement by designing a scorecard to track key customer experience metrics.
Show steps
  • Identify key customer experience touchpoints.
  • Define metrics to measure performance at each touchpoint.
  • Develop a system for collecting and analyzing data.
  • Present the scorecard to stakeholders.
Review 'The Power of Moments: Why Certain Experiences Have Extraordinary Impact'
Expand your understanding of creating memorable experiences by exploring the psychological principles behind them.
Show steps
  • Obtain a copy of 'The Power of Moments'.
  • Read the book, focusing on the key principles.
  • Consider how to apply these principles to your customer experience strategy.
Mentor Junior Colleagues on Customer Experience
Reinforce your learning by sharing your knowledge and guiding others in applying customer experience principles.
Show steps
  • Identify junior colleagues interested in customer experience.
  • Offer to mentor them on specific topics.
  • Provide guidance and feedback on their projects.

Career center

Learners who complete The Ultimate Customer Experience Course (3 In 1) will develop knowledge and skills that may be useful to these careers:
Customer Experience Manager
As a Customer Experience Manager, you are responsible for shaping and overseeing the entire customer journey. This course helps you craft customer experiences that resonate with customers and boost loyalty. The Customer Experience Strategy series teaches you to define a strong brand purpose, design distinctive experiences, and align employee engagement with your brand, precisely what a Customer Experience Manager needs to excel. Understanding how brands such as Burberry, Zappos, and Lego create meaningful customer experiences, as taught in this course, will be invaluable in differentiating your brand and fostering customer loyalty. This course helps you build a customer-centric organizational culture.
Employee Experience Manager
An Employee Experience Manager is responsible for crafting a positive and productive work environment that attracts and retains top talent. This course is highly relevant because it directly addresses aligning employee engagement with brand purpose. This individual must be able to design an employee experience that mirrors the customer experience and a culture that embodies the brand values. The course’s teachings on recruiting and training individuals who resonate with the brand purpose are useful for creating a workforce committed to delivering exceptional customer experiences. Employee Experience Manager will be able to use this course to build a strong company culture.
Brand Manager
A Brand Manager cultivates a brand's image and ensures consistent messaging across all channels. This course, with its focus on brand purpose and customer experience, provides vital insights for brand management. Brand Managers need to know not only what a brand says, but also what it does. This course emphasizes creating an 'on purpose' brand, ensuring the customer experience aligns with the brand's values. Learning how to create a great purpose and how to communicate it effectively, as covered in the course, helps Brand Managers make a lasting impact. The course teaches participants to create a differentiated brand that is embraced by customers.
Chief Marketing Officer
As a Chief Marketing Officer, you are at the helm of a company's marketing strategies and brand development. This course is directly applicable, as it covers the creation of compelling customer experiences and alignment of employee engagement with brand purpose. This individual will be able to use this course to differentiate the brand from competitors and cultivate customer loyalty. The teachings on brand purpose, customer experience, and employee alignment provide a framework for strategic decision-making. With this course, CMOs will learn how drive business success through exceptional customer experiences.
Customer Success Manager
The role of a Customer Success Manager is to ensure clients achieve their desired outcomes while using a company's products or services. This course helps you align your brand's promise with its delivery, enhancing reputation and customer satisfaction, which is critical for Customer Success. The principles of leading 'On Purpose' brands, recruiting individuals who resonate with your brand, and fostering a culture that supports customer experience initiatives, are directly applicable to customer success. This course teaches you how to foster lasting relationships and turn customers into advocates.
Marketing Director
A Marketing Director plans and executes marketing strategies to promote a company's products or services. This course helps you articulate and implement customer experiences that win hearts and foster loyalty. The course emphasizes the importance of brand purpose in marketing and how to differentiate your brand from competitors, which directly contributes to marketing success. The course material about using infectious communication, as well as co-creation with customers, helps Marketing Directors develop effective and engaging marketing campaigns. This course may help in boosting profitability by leveraging a well-executed customer experience strategy.
Business Development Manager
A Business Development Manager focuses on identifying and pursuing growth opportunities for a company. This course helps you understand how a well-executed customer experience strategy can boost profitability. It teaches you how to differentiate your brand, cultivate customer loyalty, and transition your organization to a customer-centric model, all directly contributing to successful business development. This is because focusing on brand promise and customer loyalty will allow you to build a strong, sustainable business. With guidance from industry experts, you will take your company to the next level.
Retail Manager
A Retail Manager oversees the daily operations of a retail store. This course is pertinent because of its focus on creating memorable customer experiences and building a culture that supports these initiatives. The course's teachings on recruiting and training individuals who resonate with the brand purpose are critical for building a retail team that delivers exceptional service. By applying the principles of 'on purpose' brands, retail managers can enhance customer satisfaction, foster loyalty, and drive repeat business. The course also provides insights into creating a distinctive customer experience that sets the store apart from competitors.
Sales Manager
A Sales Manager leads a team of sales representatives to achieve sales targets. This course may help a Sales Manager by emphasizing the importance of customer-centric values in the sales process. The ability to articulate and implement customer experiences that win hearts and foster loyalty is invaluable in sales. The course's focus on aligning brand promise with delivery helps Sales Managers build trust and credibility with customers, leading to increased sales and customer retention. This course may help in boosting profitability by leveraging a well-executed customer experience strategy.
Product Manager
A Product Manager oversees the strategy, roadmap, and feature definition for a product line. This course may provide you insights into how customer experience drives product development. By understanding the principles of leading 'on purpose' brands and aligning brand promise with its delivery, product managers can ensure products meet customer needs and expectations. The emphasis on customer insight helps Product Managers guide the creation of products that are not only functional but also deliver a positive and memorable experience. This course helps Product Managers differentiate their products in the marketplace.
Digital Marketing Specialist
A Digital Marketing Specialist executes digital marketing campaigns across various online channels. This course may be useful, because it emphasizes understanding customer behavior across online channels. The course's focus on using infectious communication and customer co-creation can help specialists craft engaging and effective digital marketing campaigns. A Digital Marketing Specialist will boost customer satisfaction rates by delivering superior and memorable experiences. This course helps a Digital Marketing Specialist understand how to differentiate your brand from competitors.
Public relations manager
A Public Relations Manager shapes and maintains a company's public image. This course teaches how to create an 'on purpose' brand, ensuring that every communication aligns with the brand's values. This course emphasizes aligning brand promise with delivery, enhancing the company's reputation. This course may be useful because it discusses how social media reflects your behavior as a brand. A Public Relations manager will gain the skills to devise a compelling brand purpose that harmonizes your organization and steers your customer experience initiatives.
Training and Development Manager
A Training and Development Manager designs and implements programs to enhance employee skills and knowledge. This course helps you to learn how to create an employee experience and culture that sustains success long-term. This course is relevant because it discusses how to build an employee experience that mirrors the customer experience, and how to build a culture that lives the brand values. The course's teachings on using branded customer experience training to cascade the message, are relevant to retaining people who fit into your culture. This course may be useful because it introduces the notion of empowerment.
Management Consultant
A Management Consultant advises organizations on how to improve their performance and efficiency. This course helps you transition your organization to a customer-centric model, placing experience at the core of your business strategy. The course emphasizes the importance of customer-centric values in building a robust organizational culture. This course may be useful because it boosts profitability by leveraging a well-executed customer experience strategy. Management Consultants will understand and apply the principles of leading 'On Purpose' brands to their organization.
Project Manager
A Project Manager plans, executes, and closes specific projects, ensuring they are completed on time and within budget. This course may be useful, because it teaches you to transition your organization to a customer-centric model, placing experience at the core of your business strategy. The course emphasizes the importance of customer-centric values when managing projects, and how to align employee engagement with brand purpose. This course may help in boosting profitability by leveraging a well-executed customer experience strategy. Project managers will understand and apply the principles of leading 'On Purpose' brands to their projects.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in The Ultimate Customer Experience Course (3 In 1).
This book, written by the course instructors, forms the foundation of the course's principles. It provides a deep dive into the 'On Purpose' philosophy, explaining how to create customer experiences that are both intentional and meaningful. Reading this book before the course will provide a solid understanding of the core concepts and frameworks used throughout the series. It serves as both a reference and a source of additional depth.
Explores the psychology behind memorable experiences and how to create them. It complements the course by providing insights into designing customer interactions that leave a lasting positive impression. While not directly referenced in the course, it offers valuable supplementary reading for understanding the emotional aspects of customer experience. It valuable resource for anyone looking to elevate their customer experience strategy.

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