Mastering customer engagement with The Wheel of Progress, Six Contexts, and Behavioral Science Tactics
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Explore other coursesCourse overview
Master the Art of Customer Engagement utilizing the Make It Toolkit, a behavioral science framework for product and service design, customer engagement, and change management.
-> Understand the "why" behind customer behavior through customer jobs-to-be-done and behavioral science.
-> Craft engagement strategies that resonate at each stage of the customer journey.
-> Execute marketing campaigns informed by behavioral science to drive meaningful engagement and influence customer decision-making.
-> Deliver measurable results that enhance customer acquisition, deepen engagement, drive retention, build advocacy, and create lasting loyalty.
The course will cover the following:
-> Using Wheel of Progress® framework, to help you uncover the progress customers seek and design engagement strategies that align with their motivations and struggles.
-> Applying the Six Contexts for Customer Engagement, you’ll learn how to create targeted content for each phase of the customer journey, driving attention, interest, and loyalty.
-> Utilizing the Make It Toolkit Strategies + Tactics, you’ll leverage proven behavioral strategies to craft campaigns that influence actions and deepen connections with your audience.
-> Leveraging the PODS and RACE frameworks, you’ll craft ChatGPT prompts to inform your behavioral science-informed marketing content.
-> By practicing with a B2C or B2B Case Study (of your choice), you’ll gain practical skills and experience in formulating a holistic customer engagement strategy informed by behavioral science.
01
Content Strategists who want to craft engaging, behaviorally informed content that resonates with customers at every stage of their journey.
02
Product Marketers seeking to align messaging with customer needs, improve product positioning, and boost conversions
03
Demand Generation Specialists looking to create targeted campaigns that attract, engage, and convert high-quality leads.
04
Content Marketers eager to leverage AI and proven frameworks to craft scalable, high-quality content that drives engagement and loyalty.
05
Client Relationship Managers aiming to deepen client connections by addressing motivations and delivering meaningful experiences.
06
Customer Success Managers focused on strengthening relationships, improving retention, and driving customer advocacy through tailored engage
Understanding of The Wheel of Progress
Understand the Wheel of Progress Framework for customer jobs-to-be-done research and its relevance to customer engagement.
The Six Contexts for Customer Engagement
Learn how to apply the Six Contexts for Customer Engagement (e.g., grab their attention, activate the goal, create the desire, etc.) to create compelling, targeted content.
The Make It Toolkit for Behavioral Science
A foundational understanding of the 15 core Make It Toolkit strategies (e.g., makeit Attractive, makeit Aversive, makeit Empowering, makeit Yours, etc.) and their use as part of customer engagement.
Utilizing PODS and RACE Frameworks
Integrate PODS and RACE frameworks for strategic and tactical content creation using Generative AI prompt engineering to inform your digital marketing across different channels.
Behavioral Science Tactics (and Strategies)
Practice leveraging Behavioral Science Tactics (e.g., storytelling, the ostrich effect, the halo effect, the endowment effect, the scarcity principle, the zeigarnut effect, etc.) in each customer engagement context.

Live sessions
Learn directly from JOHN GUSIFF in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
6 live sessions • 35 lessons
May
5
Customer Progress
The Wheel of Progress® Framework
B2C Example of The Cycle of Customer Progress
B2B Example of The Cycle of Customer Progress
Six Contexts for Customer Engagement
Select your own Case Study
Identify and Map The Cycle of Customer Progress
Identify and Map Forces and Desires
May
8
GenAI for Customer Engagement
GenAI Opportunities and Challenges
The PODS (Persona, Objective, Data, Style) and RACE (Role, Action, Content, Execute) frameworks are both powerful approaches for guiding content creation and leveraging AI for digital marketing. However, they serve different purposes and excel in distinct ways.
PODS and RACE Frameworks
The PODS Framework ensures strategic alignment with brand voice and audience needs, promotes data-driven decisions, and supports long-term planning. However, it requires additional tools for execution and is less suited for daily content creation.
PODS Framework
The RACE Framework enhances AI content creation with clear instructions, flexibility, and scalability, encouraging experimentation and iteration. However, it relies on high-quality prompts and user skill, lacking the strategic depth of PODS.
RACE Framework
For each stage of the Cycle of Customer progress marketers must chose which Make It Strategies + Tactics help influence customer decision making and progress towards their aspirational goals and objectives.
Grab their Attention
Activate the Goal
Build their Interest
Create the Desire
Frame the Choice
Deliver an Impactful Eperience
There are 15 core Make It Strategies (e.g., makeit Easy, makeit Attractive, makeit Social, makeit Empowering, etc.) that can be leveraged at different points in the Cycle of Customer Progress depending upon the behavioral barriers standing in people's way.
15 Core Make It Strategies
May
12
This initial objective is crucial for breaking through the noise and making customers aware of a potential solution to their need or problem. Without capturing attention, customers may not enter the journey at all.
Grab their Attention
Assignment: Grab their Attention
This stage involves clarifying the relevance and benefit of the solution, aligning it with the customer's goals. Activating the goal helps customers recognize the alignment between the product or service and their needs, creating a reason to continue exploring.
Activate the Goal
Assignment: Activate the Goal
May
15
Building interest keeps customers engaged in the process. It involves educating them, highlighting value, and addressing early questions. This phase is essential for turning curiosity into sustained exploration.
Build their Interest
Assignment: Build their Interest
Creating desire involves persuading customers that your solution is uniquely suited to meet their needs or solve their problem. This is the stage where emotional connections and trust are built, which can lead to a preference for your brand over competitors.
Create the Desire
Assignment: Create the Desire
May
19
Framing the choice involves clearly presenting the benefits, addressing objections, and guiding customers toward a decision. Proper framing can simplify decision-making, reduce hesitation, and increase the likelihood of conversion.
Frame the Choice
Assignment: Frame the Choice
An impactful experience, during both initial use and ongoing engagement, reinforces the customer's choice, meets or exceeds expectations, and builds loyalty. This objective is key for driving satisfaction, repeat purchases, and advocacy.
Deliver and Impactful Experience
Assignment: Deliver and Impactful Experience
May
22
Showcasing your Customer Engagement Strategies
Your Key Takeaways from the Course
Your Maven Certificate sharing on LInkedIn
Jackie Poriadjian-Asch
Lauren Mitchell
Tom George
Mark Gibson
Minh Tran
Massimo Ingegno
Eckhart Boehme
John Gusiff is the Managing Partner for Customer Centric Solutions LLC. He founded the company in 2002 after spending 15 years helping leading brands across B2C, B2B, and B2B2C industries, design and implement customer acquisition, customer engagement, customer service, and retention strategies.
He is passionate about improving the lives of customers via human-centered design and design thinking methods. He leverages customer jobs-to-be-done (jtbd) insights research along with applied behavioral science when consulting with his clients.
Clients have included: American Honda, Canada Goose, Citibank, Ecobee, G Adventures, Gympass, Humana, Porch, lululemon, Royal Ambulance, Shaklee, and TransAlta.
6 Sessions; 90 minutes per Session
Monday, Wednesdays, and Fridays
11:30 am to 1 pm Pacific Time
If your events are recurring and at the same time, it might be easiest to use a single line item to communicate your course schedule to students
Six LIVE Cohort Sessions and Class Assignments
For dates/times see course syllabus
Session 1: Wheel of Progress® & Six Contexts
Session 2: PODS & RACE Frameworks
Session 3: Grab their Attention & Activate the Goal
Session 4: Build their Interest & Create the Desire
Session 5: Frame the Choice & Deliver Impactful Experience
Session 6: Showcase Strategies
Office Hour - Q & A
Bring your questions to the Instructor
Additional Office Hours between sessions with provide further Q & A opportunities, spread out throughout the course to raise up and discuss any topic related to the course.
Maven Student Portal for Cohort Discussions
One place to find everything you need
Leveraging the student portal on the Maven platform for posting announcements, reading materials, general discussion, learning modules, and class assignments (projects).
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you