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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You will learn:
- 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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Quick Guide:
Who Should Attend: Any managers of customer experience, employee experience, or partner experience in any B2B/B2C industry, nonprofit, or government agency worldwide.
Access: Online self-paced videos and quizzes, immediate upon payment, comes with ongoing complimentary Friends Membership to CX Value Multipliers Forum. Live classes include all self-paced resources.
Duration: 1 hour video lessons, plus time for quizzes, and ongoing Forum interactions/events. Live remote class is 90 minutes.
Attendees Keep: Lifetime access to self-paced resources you bought, licensed only to original individual participant. You may exchange a resource or service only if you have not yet accessed it. Resources are typically online only, non-downloadable. Unlimited attendance for any future live class topics you’ve bought.
Certificate: Participant certificate.
Options: (a) You can schedule a live remote class at your convenience (we’re in US Mountain Standard time zone year-round, GMT -7, available from 14:00 GMT onward until 02:00 GMT). (b) In-person class(es) or workshops by quote. (c) Send questions to Success@ ClearAction.com or book a discovery call.
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Lynn is a Certified Quality Manager, and Certified Customer Experience Professional, Certified Myers-Briggs Type Indicator Practitioner, California Certified Teacher, and Certified Professional Marketer. She has an Associate Degree in Psychology and BS and MBA in International Marketing and Finance. Lynn taught 24 university semester courses, and she is an award-winning past president of Silicon Valley American Marketing Association and served on the CXPA global Board of Directors. She led company-wide CXM in 2 fast-paced global manufacturers across 15 years, starting as Voice of Customer Manager in Strategic Planning, and rising to Head of Corporate Quality.
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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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