CXFormula Customer Experience Formula

The Power of the Customer Journey – Jason Friedman

About Jason Friedman: Jason Friedman is the Founder and CEO at CXFormula, LLC, helping small businesses and entrepreneurs grow and scale their businesses, increasing customer engagement, loyalty, retention, revenues, and profits while improving their customer experience and creating raving fans. Their approach is at the intersection of psychology, theatre, business, and marketing. With decades of theatre experience between them, they combine the art of storytelling with the science of human behavior to create reliable and consistent customer momentum, generate massive engagement, and achieve incredible business growth. Jason has worked with some of the biggest brands in the world, including Nike, Disney, Foot Locker, Bank of America, and Harvard, to name a few. He’s changing the way people look at the customer journey. Check out the latest episode of our Conversational Selling podcast to learn more about Jason.

In this episode, Nancy and Jason discuss the following:

  • How his journey in theater inspired Jason to develop the Kinetic Customer Formula
  • The importance of shifting perspectives to prioritize the customer experience
  • Flipping the sales funnel to focus on customer success
  • Adopting a strategic approach to over-delivery.
    The transformative effects of prioritizing customer success.


Key Takeaways:

  • Onboarding is how we help people move from one type of relationship to the next, like every transition, and a relationship is an opportunity for onboarding.
  • Overdelivery is going to kill your business.
  • Focus on the experience you’re creating for your customers: take a look at it through their eyes.


“What we did in theater, it’s like: people come into a show, and all the problems in the world are going on for them. Suddenly, they disappear as the orchestra plays, the lights fade, and they become very present. As the story continues, they laugh at certain moments, shriek back at others, and clap. It’s all choreographed to the end, where they are on a journey, experiencing a transformation, moving to their feet with glorious applause and standing ovations. After like 20 years of doing this, I realized, you know what? Like, I know how to keep customers’ attention and bring them in, crafting the journey that customers go on with brands, companies, online businesses, offline businesses, products, services – you name it. We help businesses create deeper engagement, focusing on clients and building deeper relationships. It results in much bigger businesses, helping you scale your business. That’s what the Kinetic Customer Formula is: all those years of experience packed into one nice little package.” – JASON

“Because what ends up happening is the first light bulb that goes off is the realization that we as businesses make it hard for our customers to do business with us. […] And so, the first thing I do is have them learn how to shift their perspective and understand the business from the customer’s point of view. And when you do that, you realize: “Oh God, this is like, I wouldn’t want to be my customer in many ways.” And that first kind of light bulb that goes off is an emotional light bulb. Some people have, you know, felt bad because they have done everything they’ve done, and all they have decided to help the customers. [..] The second light bulb is where people start to understand: “Well, okay, I get it. We can remove the friction, but I still have all this competition, spending all this money on ads and all my clients. I’m still not getting as many people in. I’m still not optimized”. And the second light bulb is that we spend all our energy focusing on how to get strangers to come to our business and talk to us, and very little of our energy and money resources on helping the people who said yes to us get those results. Now, I will help them shift their focus to the other side of the funnel. So, we flip the funnel. Those are the first two big light bulbs that blow up for people. And then from there, we go we go further.” – JASON FRIEDMAN

“If you can understand your customers that deeply, you can start to provide the journey they need to go on and make them feel safe and comfortable going on because you understand them. And most businesses know such superficial information about our customers, but when we start to go into this kind of a way to look at it, we uncover so much more. And that’s where we start to realize: “Oh, you know what? I can look at the business through their lens. I get them now”. In fact, in most companies that we work with, Nancy says to me: “Jason, you’re great. I used to hate some of my customers. I have fallen in love with them. I understand them better, and they appreciate me more because they know they feel understood”. And that changes the entire dynamic.” – JASON FRIEDMAN

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