Mastermind retreat: CX ROI
Pivot or jump-start customer experience ROI with mastermind templates
2-day deep-dive creates your customized strategy for exponential effect in revenue growth
CX ROI Leadership
Thursday-Friday, March 21-22, 2024
Phoenix, Arizona
Master your CX ROI influence with 6 deep-dives:
Informational flyer:
You provided me more CX advice that was usable in 90 minutes than I’ve obtained in the past year. Very useful.
Essential to adapt to changing realities of CX practices in the post-Covid, ‘New Now’.
Victoria Matthews, Principal, SEMA4 ConsultingThis is ideal for senior executives seeking to increase the strategic relevance and value of CX to their organization. The focus was on higher-value advanced concepts.
Peter Rush, Senior Director, Customer Experience, MedecisionThis seminar brings the group in with thought-provoking discussions where participants share real-world examples from our different histories and experiences.
George Bell-Uribe, Head of Customer Experience, North America, SageThank you for having a wonderful advanced session in such a short duration. It has been a fantastic experience.
Mohammad Saad Usmani, PhD, United Bank LimitedThis is by far the best resource available on Experience Leadership. You don’t know what you don’t know! Try this.
Balakrishna Murthy, CarrefourOptional major league baseball spring practice game (TBD) with analogy for engaging every group companywide in CX and EX excellence
Reserve your spot now!
Let’s setup a pre-event call and data survey, to tailor this to your goals.
Do you like the idea, with a different topic or timing or location? Send in your request.
I absolutely loved your concise, inspiring stories with practical flavor.
Sandra Matulevičiūtė-Bagdonavičienė, Partner Programs and Experience, 1ClickFactoryThis is an absolute must for any practising CX professional wishing to take their knowledge to the next level.
Victoria Matthews, Principal, SEMA4 ConsultingI left the session energized, buzzing with multiple ways to up-level our performance.
Peter Rush, Senior Director, Customer Experience, MedecisionLynn spoke to sound theory and powerful practical examples from her own experience on how to drive business results.
Jacqueline Mueller, Senior Vice President, Client Insight, SMGI appreciate the practical tools and resources explaining how to lead CX in greater depth.
George Bell-Uribe, Head of Customer Experience, North America, SageI really appreciate the way you have integrated project management, change management and customer experience management.
Mohammad Saad Usmani, PhD, Divisional Head, Learning & Talent Management, United Bank LimitedCX ROI for CX Leadership
Your customized playbook for exponential effect in revenue growth
Retreat Agenda
THURSDAY-FRIDAY, MARCH 21-22
Phoenix, Arizona
Wednesday Evening
Backyard BBQ
Thursday and Friday
8 AM Breakfast & round-robin
9:00 Your Data: CX & Financial
9:30 Group templates (and bio break)
10:15 Sharing and personal advice
10:45 Customer & Business Outcomes
11:15 Group templates (and bio break)
12:00 Sharing and personal advice
12:30 Catered lunch
1:30 CX ROI Math
2:00 Group templates (and bio break)
2:45 Sharing and personal advice
THURSDAY:
4-7 Optional: Sunset Hot Air Balloon (+ $220 per person)
7:00 Scottsdale Dinner
Friday Symposium
8 AM Breakfast & round-robin
8:30 Connecting CX ROI & EX ROI
9:30 Group templates (and bio break)
10:15 Sharing and personal advice
10:45 CX ROI Dashboards
11:15 Group templates (and bio break)
12:00 Sharing and personal advice
12:30 Catered lunch
1:30 CX ROI Compensation
2:00 Group templates (and bio break)
2:45 Sharing and personal advice
3:15 Discuss full playbook of 6 templates
4-5 Cocktails, Wrap-up
5-9 (or Saturday) Optional: Baseball Game with CX Analogy
(+ $85 ticket or less)
Major League Baseball Spring Training*
*You’ll get Lynn’s crib sheet with baseball positions and plays that mimic how CX ROI maturity looks in a business, emphasizing our retreat topics: Customer Experience Leaders Can Learn from Baseball
You’ll love Phoenix/Scottsdale in March! Our Mastermind Retreat will be outdoors and indoors at a beautiful home 10 miles from Phoenix International Airport (PHX). You are welcome to reserve one of the bedrooms or choose a nearby hotel or Airbnb. It is close to Scottsdale shopping, art galleries, and so much more! Send questions to Success at ClearAction.com. In March, the temperature high in Phoenix typically ranges from 52°F to 77°F (11°C& to 22°C).
Saturday
Check out by 10 am
Free time: nearby golf, botanical gardens,
Wrigley Mansion, Biltmore Waldorf Astoria,
Old Town Scottsdale, Arizona Science Center,
Native American Museum, Pioneer Village,
Gold Rush, Grand Canyon, Cowboy Lunch,
Lost Dutchman State Park, Goldfield Ghost Town and Mine Tours,
River Rafting, Wupatki & Sunset Crater National Monuments,
and much more!
Reserve Your Spot!
Let’s tailor this agenda to you! Message Lynn Hunsaker via LinkedIn or Success at ClearAction.com or click “Let’s Talk” at the top of this web page.
Why is Masterminds Retreat needed?
Urgent shifts needed for 2020s
- Employee experience quagmire: quiet quitting, etc. Why didn’t EX prevent this?
- Experience management turnover and teams disbanded repeatedly.
- Slump in CX Index, ACSI, State of CX reports. Why is CX allowing this?
- Elusive CX value to the C-Suite. Shift from programs to embedded holistic CXM/EXM.
In every endeavor, you START with (A) a holistic proactive plan, then add bandwidth for (B) opportunities as they arise and (C) corrections as they arise.
In this diagram, A = Experience Leadership, B = Experience Management, C = Touchpoint Management.
Experience refers to customer, partner, and employee experience.
Management controls a limited scope. Leadership influences everyone.
Let’s shift your experience management from a backward approach to a forward approach!
Start customer experience strategy
and employee experience strategy
with Experience Leadership (lifetime value mindset)
as the foundation that doubles value of
everything in touchpoint and
experience management
Experience Leadership strategy
is your key to maturity
and untapped value of CX, PX, & EX
Send an email to Success at ClearAction.com to specify your preferences or ask questions.
Reserve your spot now!
Let’s schedule a pre-event call and data survey, to tailor this event to you.
Lynn Hunsaker is your facilitator
Lynn led companywide CX issue prevention for many years, saving customers millions of hours and dollars, thus improving customers’ prosperity as the key to maintaining 2X revenue leadership vs. competitors. Within 18 months of starting formal CXM, Lynn Hunsaker led her team to the top CX maturity tier. Lynn will show you how to rise above norms.
– In Strategic Planning at Sonoco: VoC Manager.
– At Applied Materials: Head of Corporate Quality & Customer Experience, starting from VoC Manager, Customer Satisfaction Improvement Manager, Marketing Director.
– #1 author often at CustomerThink.com. 1 of 5 CustomerThink Hall of Fame Authors.
– 3 e-handbooks (Kindle) include Innovating Superior Customer Experience.
– Taught 25 semester courses at UC Berkeley and UC Santa Cruz Extensions, San Jose State University and Mission College.
– Certified Myers-Briggs Type Indicator Facilitator, Certified Quality Manager, Certified Professional Marketer, Certified CX Professional.
– 1st in the world to benchmark B2B CX practices globally (5 year study).
– 1st in the world to benchmark marketing operations practices.
We’re grateful to groups from these brands as ClearAction customers:
ClearAction: engage everyone in walking the talk
This is e-consulting . . . far more value than “training”. It’s high-powered super-rare advice.
In place of an expensive consult, we avoid invoice rigmarole and give you super-affordable immediate access to e-consulting.
It saves your time, continuity, and resources. It boosts your influence, reputation, efficiency, capabilities, and growth!
You rely on every work group to prevent gaps in customer, partner, and employee experience
This mastermind retreat shows you how to influence companywide customer-centricity.
You get super-rare high-growth advice for action-ready plans!
Reserve your spot now!
Let’s schedule a pre-event call and data survey, to tailor outcomes to you.