B2B relationships are rarely simple. Behind every account are buyers, end users, operators, and executives—each with different goals, pressures, and definitions of success. In this episode, we unpack how to design for roles, not just accounts, and how to anchor decisions to a shared definition of success everyone agrees on up front.
We walk through a practical approach to role-based journey mapping, showing how to surface friction, clarify what success looks like for each role, and navigate competing priorities without politics. You’ll hear how to spot misaligned incentives, rebalance when one team bears the cost while another captures the value, and use a clear North Star to make smarter trade-offs. We also get tactical on role-based communication—what executives, buyers, end users, and operators actually need to hear—and why your most important job is acting as a translator between metrics, outcomes, and real business impact.
If you’re juggling competing priorities inside complex B2B relationships, this conversation gives you a repeatable framework for alignment, decision-making, and momentum.
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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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