Deep Dive #6: ?? Aligning with Profit Pools: Are Customer Experience Strategies Missing the Mark?

Deep Dive #6: ?? Aligning with Profit Pools: Are Customer Experience Strategies Missing the Mark?

Customer experience leaders traditionally approach transformation by focusing on touchpoints, journeys, and service interactions. However, do these efforts align with where value is created and captured? Without this alignment, even well-executed strategies risk delivering diminishing returns.

Kodak's experience with digital disruption offers a sobering lesson: While the photography profit pool expanded dramatically, the company optimized areas that no longer captured significant value, missing the shift to memory cards. Today's CX leaders face similar risks—potentially investing in optimizing experiences where profit pools are shrinking rather than emerging.


Why Profit Pools Are the Missing CX Link

Most CX frameworks emphasize customer satisfaction, loyalty, and journey optimization. While valuable, these frameworks can miss their mark without explicit connection to business growth. Without understanding profit pools, CX leaders risk:

  1. Focusing on Costly Improvements with Limited ROI: Enhancing experiences in markets where margins are shrinking wastes resources
  2. Ignoring High-Growth Opportunities: Missing emerging profit pools driven by behavioral shifts or technological advancement
  3. Missing CX's Strategic Potential: Reducing CX to an operational function rather than leveraging it as a growth engine


Three Imperatives for CX Leaders

1. Map Profit Pools Before Designing Experiences

The traditional CX playbook begins with journey mapping and pain point identification. While useful, these tools are incomplete without understanding the business's financial backbone.

  • Actionable Insight: Partner with finance and strategy teams to identify current and emerging value pools
  • Example: A retail bank optimizing digital channels for millennial customers must validate whether these customers generate sufficient revenue through loans, investments, or cross-sell opportunities

2. Track Leading Indicators of Profit Pool Shifts

Profit pool shifts often stem from changing customer preferences, competitive dynamics, or technological advancement. CX leaders must anticipate rather than react to these shifts.

  • Actionable Insight: Build analytics capabilities to capture early signals: changes in spending patterns, technology adoption rates, or competitive moves into adjacent spaces
  • Example: Streaming platforms like Netflix expanded beyond subscriptions into gaming and advertising, recognizing shifts in consumer attention and monetization opportunities

3. Design for Future Profit Pools, Not Just Current State

Improving experiences for today's customers in today's value pools risks leaving the business unprepared for tomorrow. Leading CX organizations anticipate where value will emerge and design accordingly.

  • Actionable Insight: Experiment with CX solutions aligned with emerging trends, even when immediate ROI remains unclear. Partner with innovation teams to prototype offerings aligned with future profit pools
  • Example: Tesla's CX investments extend beyond vehicle sales to ecosystems like energy storage and autonomous driving, where future profit pools show growth potential


From Touchpoints to Profit Points: Rethinking CX Metrics

Traditional CX metrics like Net Promoter Score (NPS) or Customer Satisfaction (CSAT) fail to capture profit pool alignment. Ensuring CX initiatives drive growth requires an integrated set of KPIs:

  • Customer Lifetime Value (CLV): Prioritize investments in segments with highest growth potential
  • Revenue Attribution Models: Link CX improvements directly to revenue-generating behaviors
  • Market Share in Emerging Categories: Use CX as a lever to establish early leadership in nascent markets


?? Takeaway for Leaders

Superior customer experiences in shrinking profit pools won't drive growth. CX leaders must align their strategies with value creation by mapping profit pools, tracking shifts early, and designing for the future. When executed effectively, CX transforms from a customer satisfaction tool into a strategic driver of business success.

I really like the "Profit Pool" metaphor. I'm imagining a journey over time, maybe even like a video game, where getting the hero through certain obstacles leads to a reward of some kind. A mutual reward between customer and company, ie. a true exchange of value. The role of the Product owner is to map those potential obstacles and pain points, fix the ones that they have control over, and acknowledge that there will be some external pain points over which the company has no direct control but can potentially design solutions or options depending on what happens at a particular stage of a journey. I've certainly mapped KPI's along various steps of a journey, eg. "Conversion rate", but I'm wondering if I've ever identified "Profit Pools" along a journey. Is there a direct correlation between where a customer perceives and experiences a moment of joy, and where the company profits? Probably not, methinks. They might not be directly aligned, but in looking at the big picture, the company might absorb a cost (eg calls to the call centre), but that results in customer satisfaction, so a year later that positive experience for the customer, which cost the company $100 at the time, results in customer loyalty.

Sahil Chopra, MBA

Digital Strategy & Innovation | B2B Tech Sales | Growth & GTM Strategy | Account Management | Marketing | CX Transformation | Lean Six Sigma

1 个月

Scott Weisbrod - What an insightful article. Your hypothesis on linking profit pools/emerging growth areas with CX initiatives and focusing on growth metrics such as CLTV makes perfect sense. As mentioned, treating CX/Customer service as a cost center is another major barrier. Take the example of chatbots, organizations primarily look at these tools from a cost-take-out lens and hastily deploy AI chatbots without proper training and optimization, leading to chatbots frustrating the end customers by not answering queries effectively. Organizations need to treat CX as a profit center and look at AI technologies from the lens of driving growth through personalized and consistent experiences.

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