Customer experience training, workshops, and seminars
Giving you the skills to improve and innovate your customer, patient or guest experiences
Customer experience training courses, workshops, and seminars created and facilitated by Jeofrey Bean, accomplished customer experience professional, author and instructor with experience at small innovative businesses, large corporations and at top-rated universities in assisting professionals to overcome challenges and pursue opportunities with customer experience. These professional development sessions apply to people who directly or indirectly impact customer experiences online and off.
Here is a sample of essential topics available as training courses, workshops, and seminars for improving and innovating CX. All developed and proven to be engaging while being both practical and innovative. Choose from on-site, online and hybrid programs.
The Customer Experience Effect.
Customer Experience Leadership.
A Portfolio Approach to Customer Experience Intelligence (CXI).
Incorporating specially selected data with other sources can help you understand how your customers think and feel about your company qualitatively and quantitatively to increase effectiveness of your customer experience, product and marketing decisions. (see the article in Quirks Media Magazine).
The Customer Experience Discovery Project.
The Out of the Box Customer Experience.
Innovating Customer Experiences.
Advanced Marketing Capabilities.
A careful look at leading marketing and customer experience companies shows their skillful and purposeful strategic and tactical engagement of marketing, customer experience and user experience to enter and dominate existing markets or create new markets. Their decisions in these areas come from a combination of internal expertise and near real-time marketing, customer and user experience intelligence. They have the market share, customer advocacy and profitability to show for it.
The overarching understanding of companies doing this is that marketing, customer experience and user experience, work in conjunction with each other for the business, and customers. Understanding how to effectively leverage this interconnection to advantage is what you will take away for your decision making going forward.
Train your instructors.
If you want to scale customer experience capabilities strategically and tactically, or you are a large organization trying to accelerate customer experience improvements or transformation, then having a customer experience practitioner and expert instructor train your instructors is an important part of the solution.
Custom courses and workshops.
Together we work to create courses, workshops, or seminars, specifically for the challenges you need to overcome, the competitive advantages you want and the opportunities you would like to pursue. Includes internal certificate, professional development, and recognition programs. On-site, online and hybrid access.
A sample of organizations I have worked with in B2B, B2C, Education and Healthcare

Endorsements
Jeof is great to work with. He did customer experience training for all people in our company that was geared toward each group’s specific area (leadership, distribution, sales, service tech . . .). He trained on site for my customer service team over a period of ten weeks to accommodate our work needs and our training needs with a small team. Everyone felt that the time was well spent, and really helped them to learn that traditional “Customer Service Training” just doesn’t compare with the Customer Service Experience! Looking at things from a customer experience perspective is very eye opening. I would recommend you reach out to Jeof Bean; you will be glad you did!
We engaged Jeof (along with his co-author) to facilitate two seminars at our company-wide Product Summit – one session for Product Managers and one session for leaders of various non-Product groups. These sessions resulted in many substantive post-conference discussions and provided a common vocabulary for Product and non-Product teams to discuss Customer Experience as a key enabler of our future success. Jeof was well-prepared for our diverse audience. He offered useful examples throughout both sessions that helped reinforce his messages. He over-delivered on his commitments to our organization – highly recommended.
I first met Jeofrey when he was presenting at a CXPA event about one of his books. Both of his books (The Customer Experience Revolution and Customer Experience Rules!) are great reads jam packed with quality insights, key (CX) business principles, and solid research. He’s an outstanding teacher at UC San Diego. I’ve seen him in action when I’ve guest lectured there. His approach is hands-on and uber practical. Students finish the class more prepared to do real work than many professionals with certificates in Customer Experience and degrees in Marketing.
Jeof is focused on his client’s success and his training approach is laser-focused on that success. He works relentlessly to build and maintain executive focus and buy-in, knowing training can otherwise be a money pit. We’re both passionate about small and mid-size companies and providing practical tools, advice, actionable insights and recommendations.
Let’s work together!
Please call me 858-334-9266, email jbean@delmarresearch.com, or use my contact page to schedule a meeting or call.