Personalization in B2B shouldn’t feel invasive—it should feel helpful, timely, and trustworthy. In this episode, we share a practical framework for getting personal the right way: focus on professional goals, public signals, and clear boundaries. Skip the birthday messages and small talk; instead, pay attention to milestones that matter—team expansions, product launches, and regulatory shifts that shape your clients’ priorities.
We dive into tactics for adding warmth to cold communications, from simple follow-ups to plain-language summaries that turn compliance into clarity. You’ll learn how to time outreach, tailor messages by maturity level, and link value to outcomes leaders care about—adoption, risk reduction, and ROI.
Finally, we explore the guardrails that protect trust: respect boundaries, avoid private data, and apply the “leadership test” for tone. Rethink your B2B playbook and build personalization that scales—with relevance, respect, and humanity.
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Jeannie is an award-winning customer experience expert, international keynote speaker, and sought-after business coach who is trailblazing the movement from “Reactive Customer Service” to “Proactive Customer and Employee Experience.” More than 500,000 people have learned from her CX courses on LinkedIn Learning, and her insights have been featured in Forbes, The Chicago Tribune, The Wall Street Journal and NPR.
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