“Everything feels important. How do we decide what to focus on?”
It’s one of the most common challenges we hear from customer experience (CX) change agents.
From fixing broken processes to reimagining digital journeys or responding to negative feedback—it all matters. But without a clear method for choosing where to focus first, teams risk spreading themselves too thin and achieving too little.
Prioritization isn’t just task management; it’s a CX leadership skill. The good news? There is a way forward, even when your to-do list feels endless.
This guide offers a step-by-step approach to help you:
Let’s start with the foundation: your Customer Experience Mission Statement.
A documented Customer Experience Mission gives you a strategic filter for deciding where to focus. It answers the question: Does this help us deliver the experience we’ve promised our customers?
Without that filter, prioritization often becomes reactive and based on:
A strong CX mission keeps your priorities grounded in what matters most to customers. It helps your team stay aligned on long-term experience goals, evaluate tradeoffs more clearly, and say “yes” to the right initiatives — and “not yet” to others.
📘 Need to create or update your mission? Download our free Customer Experience Mission Statement Workbook.
Another consideration for your priorities: what will have the greatest impact on our organizational goals? It can be very helpful to have a CX Success Blueprint to help guide you here, but if you simply know what your organizational goals, KPIs, and best potential outcomes are, don’t forget to connect your priorities to these, as well as the mission.
Once your mission is clear, the next question is: Where do we look for the most important CX issues to address?
You don’t have to guess. Your customers and your internal teams are already providing the answers. Here’s where to find them:
Your customers are telling you what’s broken. Are you listening?
Look at:
🔍 Prioritize recurring complaints, low scores tied to specific journeys, or emotionally charged feedback. These are often signs of high-impact experience breakdowns.
Your support and customer-facing teams are a goldmine of insight.
Use AI tools to review support tickets, chat logs, and call transcripts for trending issues. If possible, speak directly to your customer support team members and ask a simple question:
“If you could fix just one thing to make customers happier or your life easier, what would it be?”
Small, high-friction moments often emerge here, and they can be easy to fix but powerful in impact.
Data tells a story. Instead of just looking for what’s broken, ask:
Explore your CX data, don’t just observe it. Focus on:
If all your metrics are steady, ask: Which improvements would move the needle on business goals like growth or retention? How could we prevent service issues in the first place?
When the list of potential improvements still feels overwhelming, use a framework to make confident, strategic choices. These tools simplify complex decisions and provide structure when everything feels urgent.
Plot your initiatives based on:
Use the matrix to identify:
Some issues may not be loud, but they’re dangerous. Use this framework to prioritize based on what reduces real risk to:
Fixing risk-prone issues early helps prevent bigger (and more expensive) problems later.
Shift the focus from internal fixes to customer outcomes.
Ask:
Projects that deliver clear value to customers should rise to the top.
Smart prioritization isn’t just about what you say “yes” to — it’s also about knowing what not to chase. Here’s how to spot the difference:
Start where you are. Pick one initiative that aligns with your mission and feels meaningful. Use the frameworks above to support your decision. Track the results. Then repeat.
And remember — you don’t have to do all of this manually. Use AI tools to:
Looking to explore this more? Check out how CX teams are using AI to scale customer experience improvements.
Every decision you make is a chance to move your customer experience forward.
By listening to the right signals, anchoring to your CX mission, and applying structured frameworks, you’ll build a CX strategy that’s not only focused, but effective.
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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