{"id":11340,"date":"2021-07-10T05:45:00","date_gmt":"2021-07-10T03:45:00","guid":{"rendered":"https:\/\/usersnap.com\/?p=11340"},"modified":"2025-08-30T17:35:27","modified_gmt":"2025-08-30T15:35:27","slug":"customer-experience-strategy","status":"publish","type":"post","link":"https:\/\/usersnap.com\/blog\/customer-experience-strategy\/","title":{"rendered":"Best Customer Experience Strategy for Big and Small Business in 6 Steps"},"content":{"rendered":"\n<p>Many small businesses fall short because they overlook the importance of a customer experience strategy. <\/p>\n\n\n\n<p>If you are unfamiliar with the term, businesses undertake a CX strategy to address a customer&#8217;s holistic perception of the business after they interact. In this article, we&#8217;ll dive into some proven methods for boosting the CX of your SME. <\/p>\n\n\n\n<!--more-->\n\n\n\n<h5 class=\"wp-block-heading has-text-align-center\">But maybe, just maybe you&#8217;re also looking for some good resources on customer feedback. If so, we&#8217;ve got the <a href=\"https:\/\/usersnap.com\/blog\/customer-feedback\/\">ultimate guide<\/a> for you here \ud83e\udd17 enjoy!<\/h5>\n\n\n<div class=\"acf-cta\" style=\"background-image: url(https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2025\/02\/Group-1000004194.svg); width: 100%;\"><h2>Try Usersnap for Customer Feedback<\/h2><a href=\"https:\/\/usersnap.com\/signup\" class=\"cta-button\">Try Usersnap Now<\/a><\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why do you need a customer experience strategy?<\/h2>\n\n\n\n<p><a href=\"https:\/\/usersnap.com\/blog\/website-customer-experience\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Customer experience (CX)<\/a> is about delivering the best solutions to customers effectively. A CX strategy plays a critical role in ensuring the success of your business. According to an older <a href=\"https:\/\/www.waspbarcode.com\/small-business-report\" target=\"_blank\" rel=\"noreferrer noopener\">State of Small Business survey<\/a>, 43% of participants considered improving existing customer experience and retention as the strategy to adopt if you want to improve revenue growth. <\/p>\n\n\n\n<p>A positive CX improves customer retention, customer satisfaction, builds brand advocates, and <a target=\"_blank\" href=\"https:\/\/litcommerce.com\/blog\/cross-selling\/\" rel=\"noreferrer noopener\">increases cross-selling<\/a> and up-selling.<\/p>\n\n\n\n<p>Hence, if you have been thinking about investing in a CX strategy, it is time to take action.<\/p>\n\n\n\n<p>Building off of some great <a href=\"https:\/\/usersnap.com\/blog\/customer-feedback-examples\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">customer feedback examples<\/a> as well as the full playbook on customer feedback mentioned above, here are the 6 steps to help medium to small-sized product teams start on a customer experience strategy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Identify your customers<\/h2>\n\n\n\n<p>The first step you need to take is to understand the type of people and <a href=\"https:\/\/www.interaction-design.org\/literature\/article\/personas-why-and-how-you-should-use-them\" target=\"_blank\" rel=\"noreferrer noopener\">personas<\/a> for whom you are developing a CX strategy. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" width=\"600\" height=\"524\" src=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2012\/09\/buyer-personas.png\" alt=\"Step one in customer experience strategy: identify buyer personas - customer experience strategy best practices - Usersnap blog\" class=\"wp-image-11343\" title=\"Identify Your Customers - customer experience strategy\"\/><figcaption class=\"wp-element-caption\">Credits: <a href=\"https:\/\/www.shopify.com\/retail\/know-your-customers-how-to-build-buyer-personas-for-your-retail-store\" target=\"_blank\" rel=\"noreferrer noopener\">Shopify<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<p>You need data such as their age, gender, location, purchasing habits, interests, and more. Knowing this information will help you in identifying their pain points, interests, how to cater to their pain points, and how to deliver a solution to them.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/07\/2-CD-OP3-2021-1024x576.png\" alt=\"Onboarding personas within SaaS product\" class=\"wp-image-13383\"\/><\/figure>\n\n\n\n<p>Developing buyer personas is the best way to get to know your customers. It is a representation of your actual customers to know more about your real customers. It helps you know your customers&#8217; interest, fears, challenges and their motivation for making a purchase.<\/p>\n\n\n\n<p>Creating personas not only works for your customers, but for your internal team as well. For instance, when you want to <a href=\"https:\/\/recruitcrm.io\/blogs\/business-development-using-recruit-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">grow your small business<\/a>, you&#8217;ll want to hire good candidates. <a href=\"https:\/\/recruiterflow.com\/blog\/create-candidate-persona-hire-better\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creating a candidate persona<\/a> will help you nail down the specifics. What&#8217;s the target demographic? What&#8217;s their work preference &#8211; remote or on-site? What is their experience? What are their strengths? You can then use these persona characteristics to <a href=\"https:\/\/wiza.co\/blog\/recruiting-using-wiza\/\" target=\"_blank\" rel=\"noreferrer noopener\">find the right talent on LinkedIn<\/a>.<\/p>\n\n\n\n<p>Nonprofits similarly benefit from personas, using donor profiles to track giving history, communication preferences, and impact interests. <a href=\"https:\/\/donorbox.org\/nonprofit-blog\/donorbox-crm\">Centralizing this donor data<\/a> enables organizations to personalize interactions at scale while maintaining authentic relationships.<\/p>\n\n\n\n<p>As a result, your CX strategy will trigger the customer&#8217;s emotion that provokes them to make a purchase. Moreover, you will be able to address buyer concerns and challenges even before they ask you, thus boosting loyalty and strong relationships.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Create a customer journey map<\/h2>\n\n\n\n<p>You need to know how the customers have interacted with the brand since the beginning. This is the customer journey. As the name suggests, it provides the route taken by a consumer, from the point they heard about you until they make the purchase.<\/p>\n\n\n\n<p>It will include all the experiences they have from being your client. You want to know why the customer moved from point A to B, the route used and what motivated them. <\/p>\n\n\n\n<p>It will help your CX strategy, as customers get a seamless experience while scouring your website to meet their needs efficiently.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Set a clear goal for your customer experience strategy<\/h2>\n\n\n\n<p>Once you have a clear idea of who your customers are and have mapped out their journey, you will need to know what you want to achieve after you have established a solid CX strategy. <\/p>\n\n\n\n<p>Set SMART goals. The specialist in <a href=\"https:\/\/skinanswer.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">healthcare industry<\/a> marketing Dylan Menders supposes determining the size of the loyal fan base or brand advocates you want to build. It all depends on the type of business. <\/p>\n\n\n\n<p><strong>You can set quarterly key results aligned with your objectives.<\/strong> Calendly&#8217;s Head of Customer Experience Joelle Waksman said their KPIs for CX are customer satisfaction, customer issue resolution rate, and first response time (to a customer inquiry). <\/p>\n\n\n\n<p>They also are experimenting with the concepts of faster is better.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;We\u2019re comfortable moving quickly because our voice and approach<br> to tickets are so solid.&#8221;<\/p>\n<cite>Joelle Waksman in eBook <strong><a href=\"https:\/\/usersnap.com\/e-books\/ebook-customer-experience\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Product Feedback to Boost Customer Experience<\/a><\/strong><\/cite><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">4. Hire customer-centric employees<\/h2>\n\n\n\n<p>Your employees play an integral part in your customer experience strategy. They are the ones who interact with customers, design product features for your customers and hence, there is a need to involve them. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"450\" height=\"150\" src=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/07\/the-team-e1629364124560.png\" alt=\"Usersnap team excited to help customers\" class=\"wp-image-13385\"\/><\/figure>\n<\/div>\n\n\n<p>However, it is no secret that there are employees who are very good at dealing with tricky customer situations while others have no idea how to deal with them. <\/p>\n\n\n\n<p>The latter type of employees lack empathy to the customer&#8217;s experience while interacting with the business. It hurts the business and branding in the end.<\/p>\n\n\n\n<p><strong>If you want to create a solid CX strategy, start by ensuring you hire employees for a <a href=\"https:\/\/usersnap.com\/blog\/customer-centric-company\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">customer-centric<\/a> culture.<\/strong> They will be sensitive to the customer&#8217;s needs and respond in a way that not only solves the problem but adds a personal touch. Such skills and mindset of caring about the customer experience will be valuable assets for your business.<\/p>\n\n\n\n<p>You can also train your employees on how to have customer empathy. It is a virtue that will help them provide positive CX in both good and difficult situations with the customer.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Create a customer feedback system<\/h2>\n\n\n\n<p><strong>A customer experience strategy can&#8217;t be complete if you haven&#8217;t built an <a href=\"https:\/\/usersnap.com\/blog\/customer-feedback-system\/\" target=\"_blank\" rel=\"noreferrer noopener\">infrastructure where customers can give feedback<\/a>.<\/strong> No matter if doesn&#8217;t if the feedback is negative or positive, it&#8217;s better than no feedback at all. Here, you learn whether customers are satisfied or dissatisfied with your customer experience.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2019\/04\/Closing-the-Customer-Feedback-Loop_-The-Best-Ways-With-NPS@1x-1024x538.png\" alt=\"Closing the customer feedback loop\" class=\"wp-image-13234\" srcset=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2019\/04\/Closing-the-Customer-Feedback-Loop_-The-Best-Ways-With-NPS@1x-1024x538.png 1024w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2019\/04\/Closing-the-Customer-Feedback-Loop_-The-Best-Ways-With-NPS@1x-300x158.png 300w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2019\/04\/Closing-the-Customer-Feedback-Loop_-The-Best-Ways-With-NPS@1x.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n<div class=\"acf-cta\" style=\"background-image: url(https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2025\/02\/Group-1000004194.svg); width: 100%;\"><h2>Try Usersnap for Customer Feedback<\/h2><a href=\"https:\/\/usersnap.com\/signup\" class=\"cta-button\">Try Usersnap Now<\/a><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>When you have a customer feedback system in place, you can listen, learn and improve by tracking <a href=\"https:\/\/optimoroute.com\/small-business-metrics\/\" target=\"_blank\" rel=\"noreferrer noopener\">small business metrics<\/a>. Internalize their suggestions, and go back and show them that you are taking action. Since the world is digital today, you can leverage technology while creating a customer feedback system. <\/p>\n\n\n\n<p>Here are a few examples of tools you can use to create the best CX strategy:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Usersnap<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/usersnap.com\/\">visual customer feedback tool<\/a> that not only collects quantitative feedback such as <a href=\"https:\/\/usersnap.com\/blog\/net-promoter-score-nps\/\" target=\"_blank\" rel=\"noreferrer noopener\">NPS<\/a>, emoji and star ratings, but also gets you rich feedback. Written comments explaining the rating given and on-screen illustrations to point out usability issues can be easily and smartly done with Usersnap.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"693\" src=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/08\/rate-your-experience-1024x693.png\" alt=\"Rate satisfaction of customers after purchase\" class=\"wp-image-13088\" style=\"width:580px;height:392px\" title=\"Create a customer feedback system - Customer feedback strategy - Usersnap\" srcset=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/08\/rate-your-experience-1024x693.png 1024w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/08\/rate-your-experience-300x203.png 300w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/08\/rate-your-experience-1536x1039.png 1536w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/08\/rate-your-experience.png 1720w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Collecting rich customer feedback on your website<\/figcaption><\/figure>\n<\/div>\n\n\n<p>Anyone can integrate Usersnap into a website or app design with ease. If you want to follow up on customer feedback, you only need to connect Usersnap with customer care tools, such as Zendesk, Intercom.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Zendesk<\/h3>\n\n\n\n<p>An omnichannel customer support platform. It allows you to connect with customers whether by phone, email, social media or tools like Usersnap. <\/p>\n\n\n\n<p><a href=\"https:\/\/usersnap.com\/integrations\/zendesk\" target=\"_blank\" rel=\"noreferrer noopener\">Zendesk<\/a> is a great tool to help your small business keep up with customer support demands, solve issues as soon as they arise, and monitor the effectiveness of your customer service agents.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Calendly<\/h3>\n\n\n\n<p>It is important to regularly speak in person with your customers, even if you are an <a href=\"https:\/\/usersnap.com\/blog\/nps-ecommerce\/\" target=\"_blank\" rel=\"noreferrer noopener\">e-commerce<\/a>. Calendly is a great meeting scheduling tool to let your customers sign up for a chat with you. <\/p>\n\n\n\n<p>It allows them to see publically your availability and book appointments on those slots. You can have an in-depth and personal conversation with them to understand their pains and delights.<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row 1 wp-block-ub-button\" id=\"ub-button-84947ea0-0b46-43cb-8f81-5cb61f86f2df\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/usersnap.com\/webinars\" target=\"_blank\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main ub-button-large   ub-button-flex-large\" role=\"button\" style=\"--ub-button-background-color: #3329f5; --ub-button-color: #f4f4f7; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; border-top-left-radius: 15px;; border-top-right-radius: 15px;; border-bottom-left-radius: 15px;; border-bottom-right-radius: 15px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-icon-holder\">\n\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"35\" width=\"35\" viewBox=\"0 0 512 512\">\n\t\t\t\t\t<path fill=\"currentColor\" d=\"M159.7 237.4C108.4 308.3 43.1 348.2 14 326.6-15.2 304.9 2.8 230 54.2 159.1c51.3-70.9 116.6-110.8 145.7-89.2 29.1 21.6 11.1 96.6-40.2 167.5zm351.2-57.3C437.1 303.5 319 367.8 246.4 323.7c-25-15.2-41.3-41.2-49-73.8-33.6 64.8-92.8 113.8-164.1 133.2 49.8 59.3 124.1 96.9 207 96.9 150 0 271.6-123.1 271.6-274.9.1-8.5-.3-16.8-1-25z\">\n\t\t\t\t<\/svg>\n\t\t\t<\/span><span class=\"ub-button-block-btn\">Need a customer feedback workflow that works? Watch the webinar now!<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\">6. Revise and optimize the experience<\/h2>\n\n\n\n<p>Refining the customer experience is a continuous process. Encourage more customer feedback so that you can know what&#8217;s working and where to improve.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" width=\"864\" height=\"1024\" src=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/07\/product-feedback-864x1024.png\" alt=\"Product feedback widget to understand customers\" class=\"wp-image-13319\" style=\"width:491px;height:582px\" srcset=\"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/07\/product-feedback-864x1024.png 864w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/07\/product-feedback-253x300.png 253w, https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2021\/07\/product-feedback.png 1084w\" sizes=\"(max-width: 864px) 100vw, 864px\" \/><\/figure>\n<\/div>\n\n\n<p>Keep adjusting and tweaking your customer experience strategy to ensure it is offering the best experience. Continue learning more about your customers. <\/p>\n\n\n\n<p>Look at what other CX masters such as Amazon are doing to brand themselves as <a href=\"https:\/\/usersnap.com\/blog\/customer-feedback-examples\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">the king in CX<\/a>. There is no end to figuring out the CX strategy. You need to be proactive and keep taking new steps.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Final Words<\/h2>\n\n\n\n<p>To be clear though: don&#8217;t confuse CX strategy as the act of picking up the <a href=\"https:\/\/www.nextiva.com\/blog\/contact-center-vs-call-center.html\">contact center<\/a> phone and talking nicely with the customer on the other end. CX is overwhelming and requires a lot of hard work. <\/p>\n\n\n\n<p>It&#8217;s an aspect of your business that will determine whether customers come back and refer your brand to their friends. It also allows your business to generate revenue at no additional costs.<\/p>\n\n\n\n<p>Always let your customers feel that you value them by following the above 6 steps to create a CX strategy that brings a win-win situation for both of you. <\/p>\n\n\n\n<p>Feeling ready to work on your <a href=\"https:\/\/usersnap.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer feedback collection<\/a> as part of your customer experience strategy? Try out Usersnap for free today, and get started!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many small businesses fall short because they overlook the importance of a customer experience strategy. If you are unfamiliar with the term, businesses undertake a CX strategy to address a customer&#8217;s holistic perception of the business after they interact. In this article, we&#8217;ll dive into some proven methods for boosting the CX of your SME.<\/p>\n","protected":false},"author":47,"featured_media":11348,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[841],"tags":[],"class_list":["post-11340","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-feedback-ultimate-blog"],"acf":[],"featured_image_src":"https:\/\/usersnap.com\/blog\/wp-content\/uploads\/2012\/09\/Customer-Experience-Strategy-for-Small-Business-Copy.png","author_info":{"display_name":"Ashley Cheng","author_link":"https:\/\/usersnap.com\/blog\/author\/ashleycheng\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\ud83d\ude80 Your Customer Experience Strategy (2025 UPDATE): 6 Easy Steps<\/title>\n<meta name=\"description\" content=\"Check out our ultimate guide to customer experience strategy \ud83d\udc19 Follow these 6 simple steps and you\u2019ll be ready for launch \ud83d\ude80\u2934\u2934\u2934\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/usersnap.com\/blog\/customer-experience-strategy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ud83d\ude80 Your Customer Experience Strategy (2025 UPDATE): 6 Easy Steps\" \/>\n<meta property=\"og:description\" content=\"Check out our ultimate guide to customer experience strategy \ud83d\udc19 Follow these 6 simple steps and you\u2019ll be ready for launch \ud83d\ude80\u2934\u2934\u2934\" \/>\n<meta property=\"og:url\" content=\"https:\/\/usersnap.com\/blog\/customer-experience-strategy\/\" \/>\n<meta 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