Moments That Matter: Designing Customer Experiences People Remember

For teams who want to design customer experiences that feel easier and more human.

Format
Live online or in person
Length
30 minutes to full day
Topic
Learning & Professional Development

About this session

Customers experience an organization as one journey even when the organization itself is divided into departments, systems, channels and teams.

A customer does not necessarily distinguish between the website, contact center, store, delivery team, billing process or account manager.

They experience whether the organization made something easy or difficult, clear or confusing, reliable or unpredictable and whether somebody took ownership when things did not go to plan.

Participants begin by seeing the experience from the customer's perspective. They examine what the customer expects before an interaction begins, where effort and uncertainty enter the journey and which moments have a disproportionate influence on trust.

The aim is not to manufacture constant delight. Often the most powerful improvement is simply removing unnecessary friction or making an important moment feel clear, competent and human.

The session then moves into experience design. Participants map key stages, handoffs and channel changes and examine where customers are required to repeat information, wait without explanation, navigate organizational boundaries or interpret unclear processes.

They learn how consistency, accessibility, expectation setting and ownership influence the experience just as much as the behavior of an individual frontline employee.

Finally, participants explore how people create memorable service within the journey. They practice appropriate personalization, proactive communication, reassurance, service recovery and judgment and learn how customer feedback can be converted into practical improvements.

The goal is to make customer experience something teams deliberately design and continuously improve rather than something the organization discovers afterward in a survey.

What your people take away

  • Understand the customer experience as an end-to-end journey rather than a series of isolated service interactions
  • Identify the moments, friction points and handoffs that have the greatest influence on trust and effort
  • Design clearer, more consistent experiences across teams and channels
  • Use personalization, proactive communication and human judgment without becoming intrusive or scripted
  • Recover effectively when the experience breaks down and restore confidence through ownership
  • Turn customer feedback and frontline insight into practical experience improvements

Shared with you

See the full session

Create your free Workbliss profile to see the rest of this outline and book it. It takes a minute, with your work email.

  • What each length covers, 30 minutes to full day
  • Everything that’s covered, part by part
  • Book online, and browse 1,500+ more sessions for your teams

Already a member? Sign in

What each length covers

30 minutes

30 Minutes — Key Points: See the Experience Through the Customer's Eyes

A focused 30-minute session on three key points from See the Experience Through the Customer's Eyes: start with expectations, find the moments that matter and notice customer effort.

  • Start with expectations
  • Find the moments that matter
  • Notice customer effort

Covers 3 of 4 points in See the Experience Through the Customer's Eyes.

60 minutes

Find the Moments That Shape the Experience

A focused introduction to customer experience thinking. Participants examine expectations, customer effort, moments that matter and handoffs and identify practical improvements to one important part of the customer journey.

  • Customer expectations
  • Customer vs. internal perspective
  • Moments that matter
  • Customer effort
  • Friction
  • Emotional context
  • Handoffs
  • Ownership
  • Experience Improvement Canvas
  • Live Q&A

Covers 1 of 4 parts: See the Experience Through the Customer's Eyes.

90 minutes

From Service Interaction to Customer Journey

The extended session follows the customer across the journey, exploring expectations, friction, channel transitions, personalization, proactive service, ownership, recovery and improvement.

  • Customer expectations
  • Journey thinking
  • Moments that matter
  • Customer effort
  • Emotional context
  • Handoffs
  • Cross-channel consistency
  • Accessibility
  • Personalization
  • Proactive service
  • Visible ownership
  • Service recovery
  • Customer feedback
  • Experience measurement
  • Live Q&A

Covers 2 of 4 parts: See the Experience Through the Customer's Eyes and Design a Journey That Feels Joined Up.

3 hours

Covers 3 of 4 parts: See the Experience Through the Customer's Eyes, Design a Journey That Feels Joined Up and Create Human Moments That Build Trust.

Full day

Customer Experience Design Lab

A hands-on full-day workshop covering all four modules. Participants map an important customer journey, identify friction and moments that matter, redesign selected interactions and create practical improvements for ownership, handoffs, communication and recovery.

  • Module 1 — See the Experience Through the Customer's Eyes
  • Module 2 — Design a Journey That Feels Joined Up
  • Module 3 — Create Human Moments That Build Trust
  • Module 4 — Turn Good Experiences Into an Operating Habit
  • Customer Expectation Map
  • Moments That Matter Review
  • Customer Effort Audit
  • Journey Mapping Lab
  • Handoff Diagnostic
  • Experience Standards Builder
  • Accessibility Review
  • Proactive Service Planner
  • Ownership Language Practice
  • Service Recovery Design
  • Customer Signal Review
  • Experience Improvement Plan
  • Live Q&A

Covers all 4 parts.

Also available as a 4-week or 8-week program, for change that lasts. Ask us about it.

What’s covered

See the Experience Through the Customer's Eyes

Every length
  • Start with expectationsCustomer experience begins before direct contact.
  • Find the moments that matterNot every step has equal emotional or practical importance.
  • Notice customer effortCustomers often experience internal complexity as unnecessary work.
  • Understand the emotional contextThe same process can feel very different depending on whether a customer is relaxed, confused, worried, rushed, disappointed or making an important decision.

Design a Journey That Feels Joined Up

90 minutes and longer
  • Map the experience end to endParticipants map an important customer journey from the customer's starting point through the major stages, interactions, decisions and outcomes.
  • Fix the handoffsCustomer experience often breaks at the point where one team, channel or system hands responsibility to another.
  • Create consistency without robotic scriptsConsistency should mean customers can rely on the organization, not that every employee must sound identical.
  • Design for access & inclusionA journey that works for the average customer may still create avoidable barriers for others.

Create Human Moments That Build Trust

3 hours and longer
  • Personalize with purposeGood personalization makes the interaction more relevant or easier for the customer.
  • Be proactive when it helpsWaiting for the customer to discover a problem often creates unnecessary frustration.
  • Make ownership visibleCustomers lose confidence when they cannot tell who is responsible for what happens next.
  • Use judgment, not just processProcedures create consistency, but unusual customer situations sometimes require employees to pause, clarify or seek appropriate flexibility.

Turn Good Experiences Into an Operating Habit

Full day only
  • Recover when the experience breaksService failures happen even in well-designed organizations.
  • Listen to the right signalsCustomer surveys provide useful information but reveal only part of the experience.
  • Turn feedback into improvementCollecting feedback without changing anything can create frustration for customers and employees.
  • Measure the experience balancedlyNo single metric captures customer experience.
Live Q&ATime for your people’s questions, answered by the expert.
60 minutes and longer

Tools and materials

  • Customer Expectation Map
  • Moments That Matter Review
  • Customer Effort Audit
  • Customer Journey Map
  • Handoff Diagnostic
  • Experience Consistency Check
  • Human Experience Design Canvas
  • Personalization Decision Guide
  • Accessibility & Inclusion Review
  • Proactive Service Planner
  • Service Recovery Planner
  • Customer Signal Review
  • Experience Measurement Scorecard
  • Customer Experience Playbook

Who it’s for

  • Customer service and customer support professionals who want to understand the wider experience beyond the individual interaction
  • Customer experience teams responsible for journey quality and continuous improvement
  • Contact center, service desk and frontline teams working across complex customer journeys
  • Account management and customer success professionals responsible for important customer relationships
  • Team leaders and managers who influence service standards, handoffs and frontline decision making
  • Cross-functional teams seeking to reduce customer friction across operations, digital channels and human service

How booking works

  1. Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
  2. Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
  3. Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
  4. We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.

Questions about Moments That Matter: Designing Customer Experiences People Remember

How long is Moments That Matter: Designing Customer Experiences People Remember?

Moments That Matter: Designing Customer Experiences People Remember runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers three key points from See the Experience Through the Customer's Eyes: start with expectations, find the moments that matter and notice customer effort. A 60-minute session covers See the Experience Through the Customer's Eyes in full, with a live Q&A. A 90-minute session adds Design a Journey That Feels Joined Up. A 3-hour session adds Create Human Moments That Build Trust. A full-day session adds Turn Good Experiences Into an Operating Habit. It is also available as a 4-week or 8-week program.

Can Moments That Matter: Designing Customer Experiences People Remember be delivered online or in person?

Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.

How do we book Moments That Matter: Designing Customer Experiences People Remember?

Create a free Workbliss profile with your work email, then open Moments That Matter: Designing Customer Experiences People Remember to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.

Who leads the session?

A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.

Can it be tailored to our company?

Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.