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B2B customer experience training

Learn how to design the best customer experience and improve CX throughout the customer journey


Following best practice and hands-on exercises, this B2B customer experience training course will show you how to design the best and most profitable CX for your audience segments.

In this course, you’ll learn how to listen and understand who your clients really are, and how to match their needs with your company to finally create a golden space, where you create a truly compelling competitive advantage.

You’ll learn how to...

  • Make sense of all the interactions a customer has with your company, from the first touch to repeat loyal customer.
  • Identify new roles and responsibilities, company-wide.
  • Run a modern CX audit: what is it, where to start, and how to do it. We’ll also provide you a touchpoint template to take back to the office.
  • Pinpoint key customer experience metrics and learn how to measure them.
  • Make use of marketing automation (and other tools) to provide personalised journeys for your customers.

Plus all delegates will receive a complimentary copy of the Premium report: Become a Cxpert 

The report will give you access to…

✓ Survey results: Find out the CX trends and challenges for B2B marketers
✓ Case studies and ideas on how to differentiate your CX
✓ Advice on owning CX and driving internal engagement 
✓ Examples for setting your own CX success metrics 
✓ Learn how to align your team 
✓ Practical workshop ideas.

We’ll then compare the customer experience design you’ve created with blueprints from CX game-changing companies to make sure you can embed excellent customer experience at every customer interaction. Finally, we’ll explore the key metrics you need to make sure you keep optimising the experience of your customer journey.

You'll also learn how to use CX management and design to:

  • Increase the lifetime value of customers and profitability.
  • Improve your brand value through customer satisfaction.
  • Identify and fix broken processes in the buying cycle.
  • Achieve the objectives of your GTM strategy by creating specific customer journeys for different customer segments.


Getting certified for the time you dedicate to upskilling yourself and boosting your knowledge! 
All of our courses come with a certification of attendance and can be added to your LinkedIn profile and CV. 


Upcoming dates

  1. Wednesday, October 14, 2020 -
    2:00pm to 5:00pm
  2. Thursday, October 15, 2020 -
    2:00pm to 5:00pm

Trainer Biography

Shane Redding
Think Direct

Shane is an independent consultant with over 30 years' international B2B direct & digital marketing experience. Shane provides strategic consultancy and practical training to both end users and DM suppliers; clients include Lexis Nexis, ITV plc, Telefonica, Sika Services AG and the IDM. Specialising in data, databases and analysis, Shane enjoys helping large and small businesses use integrated marketing to significantly improve the bottom line. Increasingly, Shane’s time is spent on advising large business transformation projects such as MA and customer experience.

In addition to her consultancy business, Shane also holds a number of non-executive directorships and board advisory roles including Livingstone Partners, SharkGate, and Consumer Intelligence.

Shane has an honorary fellowship at the Institute of Direct Marketing and was awarded Educator of the Year in 2015. She also lectures worldwide on topics including CRM, lead generation, and B2B analysis; as well as international marketing. She is the past chair of the IDM's B2B council, industry roles have included vice chair of FEDMA, UK DMA board director, and sales and marketing director of Mardev (a Reed Elsevier company).