Personalization That Respects Boundaries In B2B

Experience Action

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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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Don’t forget to register for our upcoming webinar, From Assessment to Action: Building Your CX Roadmap, on November 4th via bit.ly/CXAction
Resources Mentioned:
Experience Investigators Website -- https://experienceinvestigators.com

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Chapters

1. Webinar Invitation: CX Roadmaps (00:00:00)

2. The Personalization Dilemma In B2B (00:00:28)

3. Humans Behind The Business (00:01:03)

4. Personal Goals Over Personal Details (00:02:36)

5. Warming Up Automated Messages (00:04:39)

6. Communicate As If Leaders Are Watching (00:05:58)

7. CX Impact And Listener Resources (00:07:00)

144 episodes

#Business #Marketing #Jeannie Walters, CCXP #CCXP #Jeannie Walters #Customer Experience #Customer Service #Customer Support #Company Culture #Employee Experience #Cx Leader #Leadership #Sales #MBA #B2B #B2C