The Three Levels of Journey Thinking Every CX Team Needs - Reflections Ep. 2 episode artwork

EPISODE · Aug 15, 2025 · 12 MIN

The Three Levels of Journey Thinking Every CX Team Needs - Reflections Ep. 2

from The Experience Edge · host Jochem van der Veer

“Nobody’s just trying to withdraw money.”That line from the podcast episode with Nathan Zahm (Vanguard) sparked this episode - and it reveals a blind spot in how most teams approach customer experience.In this video, Jochem Van Der Veer (TheyDo CEO) unpacks the three-level journey model used at Vanguard and why so many teams miss the middle: the moments that matter.If your team is optimizing for task completion or designing abstract lifecycle stages, but struggling to create real impact - this model is what you're missing.What You’ll Learn:Why task journeys (what the customer does) are just one layerHow moments that matter (what the customer feels) bridge short-term action and long-term strategyWhat defines a life journey (what the customer wants) - and how to show up when it matters mostThe three types of value this model unlocksMetrics to track each level: from call deflection to drop-off rates to customer lifetime valueReal examples from Vanguard: retirement planning, 529 savings, and building trust across decadesWhy most CX teams fail to act - and how this framework helps you prioritize what actually mattersJoin the conversation:What are the moments that matter that your company needs to get right - and do you?See the podcast episode with Nathan Zahm here.Follow Jochem on LinkedIn:Explore Journey Management with TheyDo:#CustomerExperience #JourneyManagement #CXStrategy #TheyDo #Vanguard #MomentsThatMatter #CustomerJourney #OperationalExcellence #EmotionalDesign #LifeJourneys #CXLeadership

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The Three Levels of Journey Thinking Every CX Team Needs - Reflections Ep. 2

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