Financial Savvy for Experience Management
For customer experience (CX), employee experience (EX), partner experience (PX), and marketing roles.
Speak the language of executives and investors
Revenue comes from customers. So, CX is built-in to revenue and profit.
Customers fund your business, and investors reinforce customer funding.
Employees create the value your customers fund, and partners deliver it.
Do your experience management conversations and reports emphasize this?
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Live and/or self-paced class
- Growth metrics formulas and hierarchy: what leads to what.
- Financial ratios affected by CX, EX, and PX (XM).
- Money dashboards for CX, EX, and PX gains.
- How XM impacts risks and rewards investors care about.
- How “XM annuities” multiply growth.
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Lynn used this change management approach to exceed her stretch goals yearly while leading company-wide customer alignment strategy. Her team and the business unit CX champions across the company re-assessed internal stakeholders regularly, to multiply customer value quarterly for many years. Lynn is certified in Interaction Styles, Temperaments, Cognitive Dynamics, and CPI 260, and she is a Certified Myers-Briggs Type Indicator Practitioner, Certified Professional Marketer, Certified Quality Manager, and Certified Customer Experience Professional. She has an Associate Degree in Psychology and BS and MBA in International Marketing. Lynn taught 24 university semester courses, and she is an award-winning past president of Silicon Valley American Marketing Association and two-time past president of Bay Area Association for Psychological Type.
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Can be scheduled with 4+ attendees as a live remote (90-minute) class.
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Self-Paced Online Class $125 per person. . . . . . . . . . .
Live Remote 4-Person Class $250 per person. . . . . . . . . . .
Live Remote 2-Person Class $500. . . . . . . . . . .
(For questions, or to arrange in-person workshop(s), send a note to Success@ ClearAction.com, or set up a 15-minute call.)
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