{"id":1313,"date":"2025-01-27T11:00:00","date_gmt":"2025-01-27T12:00:00","guid":{"rendered":"http:\/\/www.web-stil.info\/?p=1313"},"modified":"2025-05-02T22:10:45","modified_gmt":"2025-05-02T22:10:45","slug":"how-to-run-a-customer-experience-workshop-for-your-team","status":"publish","type":"post","link":"http:\/\/www.web-stil.info\/index.php\/2025\/01\/27\/how-to-run-a-customer-experience-workshop-for-your-team\/","title":{"rendered":"How to Run a Customer Experience Workshop for Your Team"},"content":{"rendered":"
Running a customer experience workshop is the key to truly understanding what your customers want and need. It\u2019s where you discover their frustrations and create effective solutions \u2014 because it\u2019s all from their perspective.<\/span><\/p>\n Here\u2019s why I swear by it: 80% of customers<\/a> say a company\u2019s experience is just as important as its products or services. By conducting this workshop, I can align my team, fuel creative problem-solving, and, most importantly, deliver experiences that keep my customers coming back.<\/p>\n If you\u2019re ready to up your CX game, stick with me. I\u2019ll break down what a customer experience workshop looks like, why it\u2019s worth the effort, and how to run one for your team, including hands-on customer experience activities.<\/p>\n Table of Contents<\/strong><\/p>\n Considering that companies focusing on CX see up to 3.4 times more returns<\/a>, it\u2019s a no-brainer for you to keep a pulse on customer needs and rapidly innovate journeys to meet these needs.<\/p>\n To build a great customer experience, all departments must collaborate to understand the whole customer journey better.<\/p>\n <\/a> <\/p>\n A CX workshop puts the participants in the customer\u2019s shoes.<\/p>\n Through the exercises, the team maps out, step by step, what the customer experiences from the brand, including how they feel at specific touchpoints, the value they receive, and so on \u2014 which can be very revealing.<\/p>\n It\u2019s an eye-opener. You\u2019ll quickly spot gaps in their experience and, better yet, brainstorm practical solutions as a team.<\/p>\n Once you see the big picture, it\u2019s easier to focus on what really matters. A workshop helps you zero in on the experiences that make the biggest impact. No more guesswork \u2014 just clear priorities that put your customers first.<\/p>\n When marketing, sales, support, product, and other teams sit at the same table, something magical happens. Communication improves, and everyone aligns toward the same goal: delivering a seamless customer journey. Silos crumble, collaboration strengthens, and your CX strategy becomes everyone\u2019s responsibility \u2014 not just one department\u2019s.<\/p>\n Sometimes, the biggest problems in your customer\u2019s journey are the ones no one sees. A workshop brings fresh perspectives from across your team, making it easier to uncover those sneaky pain points. With everyone\u2019s insights in one place, you\u2019ll walk away with actionable steps to smooth out friction and elevate the experience.<\/p>\n Dedicating time to a CX workshop sends a powerful message: customers matter. It\u2019s more than a meeting; it\u2019s a mindset shift. These sessions inspire your team to think like your customers, driving long-term changes that make your brand truly customer-centric.<\/p>\n With these advantages in mind, let\u2019s now see how you can create a customer experience for your team.<\/p>\n <\/a> <\/p>\n Here is everything you need to get your customer experience workshop up and running.<\/p>\n \u201cHe who fails to plan has planned to fail.\u201d That old saying rings true when creating a customer experience workshop.<\/p>\n To prepare effectively, start by defining clear, SMART objectives<\/strong> (Specific, Measurable, Achievable, Realistic, and Timely). Examples might include:<\/p>\n Next, focus on logistics<\/strong>:<\/p>\n Such organized preparation sets the stage for a productive session.<\/p>\n \ud83d\udca1Use Service Analytics<\/a> in your workshop to spot trends, measure team performance, and identify ways to improve service. Align your team with these insights and create actionable strategies to elevate customer experience.<\/p>\n Every workshop needs a strong moderator to guide the discussion and ensure objectives are met. Moderators should:<\/p>\n Be sure to assign experienced team members to this role. Additionally, you’ll need the right set of participants. You can include anyone who is a part of any touchpoint across the customer journey, such as:<\/p>\n I also recommend including customers or users in the workshops to get firsthand insights on interacting with your brand.<\/p>\n Depending on your workshop format, you\u2019ll need specific supplies to keep things running smoothly.<\/p>\n For in-person workshops<\/strong>, organize:<\/p>\n For virtual workshops<\/strong>, ensure:<\/p>\n Everyone involved should have common goals and outcomes and realize what\u2019s asked of them. Participants can engage deeply when clear about the requirements and expectations.<\/p>\n Before the workshop, share a repository of resources with participants. It should ideally include:<\/p>\n Icebreakers make it easier for everyone to participate freely. For example, you can have each team member share a short story about their best or worst customer experience.<\/p>\n I also encourage role-playing scenarios where participants step into a customer\u2019s shoes to promote creative thinking.<\/p>\n <\/a> <\/p>\n Here’s a quick rundown of how you can run a successful customer experience workshop:<\/p>\n Decide what you want to achieve \u2014 and make it specific. For example:<\/p>\n Before the workshop, share these objectives and metrics with participants. This preps their mindset and avoids meandering discussions. For instance, if \u201cimproving post-purchase communication\u201d is the focus, have team members review email sequences, chat logs, or survey feedback related to that phase.<\/p>\n Don\u2019t just invite the usual suspects. Your CX is touched by multiple departments, so include:<\/p>\n Aim for 10-12 participants max, and assign roles to avoid redundancy. For example, designate a facilitator (you or a neutral leader), a note-taker, and a timekeeper. This keeps the session efficient.<\/p>\n To set the tone, begin with an activity that places participants in the customer\u2019s shoes. For instance, you can:<\/p>\n These exercises shift the focus from \u201cus\u201d (the business) to \u201cthem\u201d (the customer).<\/p>\n Use tools like Miro, Lucidchart, or good old sticky notes to map out the customer\u2019s full journey.<\/a> Divide it into stages, such as:<\/p>\n I tend to add detailed examples to each stage, such as:<\/p>\n Label specific pain points (e.g., high bounce rates) and emotional moments (e.g., \u201cdelight\u201d at a surprise thank-you email). Also, encourage each department to share where they excel and where they could improve.<\/p>\n Use a prioritization framework like an Impact vs. Effort matrix<\/strong>:<\/p>\n For example, if customers frequently complain about delayed shipping notifications, a quick win could be implementing automated tracking updates.<\/p>\n Set aside 30-45 minutes for brainstorming solutions. Keep it structured with prompts like:<\/p>\n A good tip here is to use frameworks like SCAMPER<\/strong> (Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, Reverse) and Six Thinking Hats<\/strong> (exploring ideas from different perspectives).<\/p>\n Encourage creative ideas, but always connect them to customer feedback or journey insights. For instance, if post-purchase engagement is low, consider ideas like sending a video tutorial series after a purchase.<\/p>\n No workshop is complete without action. Before wrapping up:<\/p>\n Make sure these steps are documented in a tool everyone can access, like Notion, Trello, or Asana.<\/p>\n Here are customer experience workshop ideas you can use for your next customer experience journey mapping workshop. These activities are divided into three main parts:<\/p>\n<\/a><\/p>\n
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\n<\/a> <\/p>\nCX workshops get everyone on the same page.<\/strong><\/h3>\n
CX workshops help to set priorities.<\/strong><\/h3>\n
CX workshops break down silos.<\/strong><\/h3>\n
CX workshops help to spot hidden issues.<\/strong><\/h3>\n
CX workshops build a customer-first culture.<\/strong><\/h3>\n
What You Need to Run a Customer Experience Workshop<\/strong><\/h2>\n
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Preparation<\/strong><\/h3>\n
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Workshop Moderator<\/strong><\/h3>\n
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Workshop Supplies<\/strong><\/h3>\n
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Alignment of Expectations<\/strong><\/h3>\n
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Icebreakers and Creativity Boosters<\/strong><\/h3>\n
How to Run a Customer Experience Workshop<\/strong><\/h2>\n
1. Define clear objectives and success metrics.<\/strong><\/h3>\n
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2. Assemble a cross-functional dream team.<\/strong><\/h3>\n
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3. Start with a quick, interactive icebreaker.<\/strong><\/h3>\n
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4. Create and analyze a customer journey map.<\/strong><\/h3>\n
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5. Zoom in on pain points and prioritize by impact.<\/strong><\/h3>\n
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6. Brainstorm solutions with focused prompts.<\/strong><\/h3>\n
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7. Assign ownership and immediate next steps.<\/strong><\/h3>\n
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