Every interaction a customer has with your brand is a chance to build an emotional connection that inspires them to return and share their experience with others.
The question is whether your team can recognize those emotional cues and respond in ways that make customers feel truly seen and valued.
In this article, I’ll share practical steps to help you equip your team with the skills and confidence to do just that.
PS: The terms 'customer loyalt' and 'customer advocacy' are used interchangeably in this article.
How customer advocacy contributes to sustainable business growth
When customers become advocates, it means they are willing to come back to your business and even spread the word about you. Now, here’s why that matters so much for growth.
First, customers who turn into advocates naturally increase your revenue because they keep choosing you and the more your existing customers stick with you, the less pressure you feel to constantly find new ones just to stay afloat.
Secondly, when people are spreading the word about you, new customers come in more easily.
Loyalty also boosts your brand’s reputation. When customers share good things about you, people see your business as trustworthy. That kind of reputation becomes an advantage that competitors can’t easily copy and it helps increase your brand equity.
Also, word of mouth is like free advertising, and it’s powerful because people trust what their friends or family say far more than an ad or an influencer's post.
Why emotionally impactful interactions define loyalty
Let’s reflect on a common relationship dynamic between parents and young adults.
Take Harry, 24, and Winnie, 22. Both still live with their parents. Their parents genuinely love them. They work hard, provide for their needs, send them to school, and even build a home for them. Yet, despite all that effort, most young adults often feel misunderstood, unheard, and not truly valued. Interestingly, they place more trust and loyalty in their friends, who do far less for them.
Why is that?
The difference partly lies in the interactions. Parents, with all their love and good intentions, sometimes interact in ways that make their children feel invisible or dismissed. Friends, on the other hand, interact in ways that make Harry and Winnie feel heard and valued. And because of that, they trust their friends’ intentions more, even when their parents actually want the very best for them.
Customers are no different. Every touchpoint, every daily interaction, is shaping how they feel about your business. The way your team engages can either inspire deep loyalty or slowly erode goodwill.
There are even real-world case studies to prove it. A Harvard Business Review article (“The New Science of Customer Emotions,” 2015) shows how companies that shifted their focus toward emotional connection achieved major growth.
One bank, for example, introduced a new credit card designed to emotionally resonate with Millennials, and usage jumped 70% with 40% more new accounts in a year (hbr.org).
A household brand that reoriented its messaging around feelings went from losing market share to double-digit growth.
These examples show that prioritizing how customers feel during interactions yields bigger loyalty dividends than functional changes alone.
Take Zappos as another example. If you read through what customers say about them, it is rarely about shoes or prices. Instead, most reviews point back to an interaction with a staff member. Customers share stories of being delightfully surprised, genuinely cared for, and helped in ways they did not expect. That is what people remember, and that is what they recommend.
Why do ethical businesses also struggle to earn customer loyalty?
"You've poured your time and resources into obsessing over the customer: finding safe ways to solve their problems, hoping they'll value your genuineness and care by choosing your brand over the less safe option and sharing it with others. Yet, revenue and profit levels are low, and it feels as though doing good doesn't pay after all."
--Anonymous
It almost feels like common sense that customers would naturally choose conscious brands and spread the word about them. You’d expect ethical businesses to be winning with massive sales compared to their counterparts. But in reality, that is not always the case. Triple-bottom-line companies often face the same loyalty struggles as profit-only companies.
Research gives us some clarity here. Only about 3% of customers recommend a brand purely because of its values or ethical standing. In contrast, 44% recommend a brand because of the emotional connection they feel.
So what does this mean for you? It does not mean that your ethical choices don’t matter, they do. They are the foundation of your brand’s integrity and long-term value. But to unlock customer loyalty, you need more than being good, you also need to be strategic. Pairing your ethical foundation with emotionally impactful interactions is what helps customers not only appreciate you, but also stay with you, buy more, and spread the word.
The good news is that this is absolutely within your reach. You already have the heart and the values. Now, it is about learning how to connect those values to your customers’ daily experiences in ways that make them feel heard, cared for, and emotionally invested in your brand.
If you want your team to consistently hit the right emotional notes with customers, you need one thing at the center of your operations: a big idea.
An operational big idea or OBI is a simple, guiding statement that shapes every single interaction your team has with customers. It’s not your mission statement, vision, or value proposition. Instead, it’s more like an internal compass that keeps everyone aligned in how they show up for customers every day.
When your team has a clear OBI to work with, they don’t have to guess what the “right” response should look or feel like; they'll know. And when they act in line with it over and over again, customers feel it. They feel that they matter and that’s what transforms casual buyers into advocates.
For example, your OBI could be something as simple as “Share a smile.” That doesn’t mean you’re telling your team to fake grins. It means they’re empowered and expected to look for little ways to create joy in every interaction, no matter what the conversation is about.
At Zappos, for example, their OBI is “WOW the customer.” In other words, as they often put it, make the customer happy. All those incredible stories you hear about Zappos aren’t random acts of kindness, they’re the result of this single focus. Every team member is aligned around this goal, and leadership makes it clear: no one needs permission to go the extra mile. If that’s what it takes to WOW a customer, they’re encouraged to do it.
One touching example shows just how powerful this mindset can be. A customer, Zaz Lamarr, needed to return a pair of shoe but had just lost her mother and was struggling to cope.
When Zappos reached out about the return, she explained the situation. Instead of following standard policy, some team members arranged to have the shoes collected directly from her home at no cost.
But they didn’t stop there. Shortly afterward, Zaz received a surprise delivery: a basket of fresh flowers with a heartfelt note of condolence from the Zappos team.
In her own words, Zaz shared:
“Yesterday, when I came home from town, a florist delivery man was just leaving. It was a beautiful arrangement in a basket with white lilies and roses and carnations. Big and lush and fragrant. I opened the card, and it was from Zappos. I burst into tears. I’m a sucker for kindness, and if that isn’t one of the nicest things I’ve ever had happen to me, I don’t know what is.."
Now, that's what an OBI does: it empowers your team to solve problems and create unforgettable moments customers love to share, moments that attract others to your brand too.
“At Zappos, anything worth doing is worth doing with WOW. WOW is such a short, simple word, but it really encompasses a lot of things. To WOW, you must differentiate yourself, which means do something a little unconventional and innovative.
You must do something that’s above and beyond what’s expected. And whatever you do must have an emotional impact on the receiver. We are not an average company, our service is not average, and we don’t want our people to be average.
We expect every employee to deliver WOW. Whether internally with co-workers or externally with our customers and partners, delivering WOW results in word of mouth.
Our philosophy at Zappos is to WOW with service and experience, not with anything that relates directly to monetary compensation (for example, we don’t offer blanket discounts or promotions to customers). We seek to WOW our customers, our coworkers, our vendors, our partners, and in the long run, our investors.
Ask yourself: What are things you can improve upon in your work or attitude to WOW more people?”
-- An excerpt from "Delivering Happiness" by Tony Hsieh, Former CEO of Zappos
Here’s something I encourage you to keep in mind: don’t map out all the practical steps on your own and then hand them over to your team. Even the best strategy won’t succeed if your team doesn’t believe in it or feel a sense of ownership.
Instead, share this article with them and open up a conversation about what’s possible. Be honest that some things will change. They may need to start doing a few new things and let go of old ways, and that will not always feel easy at first. Let them know you will be there to support them every step of the way.
This way, you'll get everyone on the same page or at least close to the same page. From there, you can build the practical steps together.
Finally, resist the temptation to do everything yourself. Give your team space to contribute their own ideas. You may be surprised at how creative and insightful they can be. The good thing is that if your team helps build it, they'll be far more likely to take full ownership.
Behavioral strengths and mindset shifts for bringing the big idea to life
This is the factor most leaders overlook. At Potior Satori, we emphasize mindset shifts and behavioral strength because at the end of the day, all humans are humans whether we all wear suits, hold big titles, or run companies. Our character strengths and flaws show up everywhere, even in customer interactions.
A CEO who is impatient or rigid might walk away from a partnership that could have worked if only they were more flexible. A team member who lacks empathy may unintentionally turn away a loyal customer.
If a Bloomy team member believes everyone should wear makeup and perceives people who don't wear makeup as unkempt, that staff will have a hard time interacting with customers in ways that make them delighted about their natural skin.
Customer loyalty is easy to stir when teams have the right “sauce”; the emotional intelligence and character to make customers want to return and share their experiences.
A gentle reminder
You don’t have to answer these on your own. Involve your team in this exercise. They know themselves best and can often see the mindset shifts they’ll need to make more clearly than you can. By inviting them in, you avoid overlooking important perspectives and make it easier for everyone to own the process.
A note on changes
Some mindset shifts will only begin to take root months after the OBI is in motion. This is because not all beliefs are easy to identify at the start. Often, it is only when the team begins making changes and faces obstacles that hidden beliefs come to light. These challenges push them to reflect and realize that further adjustments are needed.
That’s why it’s important to follow up with your team and provide steady support. Check in regularly – weekly or bi-weekly – with two simple questions:
What have you been working on to bring the OBI to life?
What obstacles are blocking your progress?
This kind of focused conversation will make it easier for your team to pinpoint real challenges. If you only ask general questions like “How are things going?” you’ll likely get surface level answers such as “fine” or “great,” which don’t reveal much.
A note on scale
How much impact the big idea creates depends on three things: the creativity of your team, how much freedom they have to design memorable experiences that keep customers coming back and telling others, and the resources available to bring their ideas to life.
The good thing with an operational big idea is that you can start right where you are no matter how small, big, or limited your business may seem right now.
Take Zappos for example. You might walk in and find the team dressed in monkey costumes, or spot a life-sized dummy of Beyoncé one week and another celebrity the next. They even invite the public on free tours of their offices. These tours aren’t even about sales; they just give people a taste of what it feels like to be a “Zapponian.” Of course, this costs money and time, but leadership makes the investment gladly, knowing that almost everyone who walks through the door will be wowed and share their experience online or offline. That means more visibility, more customers over time, and ultimately, higher revenue and profit.
Another example is ClusterTruck. They built their entire business around their OBI: “Don’t ship maybes.” This principle shaped everything – processes, hiring, cooking, delivery, and more. Their promise was simple: tasty food, delivered on time, every time and customers felt valued and heard because they consistently delivered on that promise. But achieving this required significant investment of money and time. Every part of the value chain from sourcing the right ingredients, to cooking, to delivery had to be reworked and supported with the right tools to make excellence possible all the time.
So, if all you can do with your OBI right now is improve how your team interacts with customers, whether in person or digitally, do that well. As time goes on, you can layer in more: thoughtful packaging, improved store design, handwritten notes, sending flowers or curated gifts on special occasions, or even organizing community hangouts. Start small if you must, but start strong and build from there.
With behavioral strength and mindsets sorted out, the next step is to begin reflecting on the role of each team member and having them identify what embodying the OBI would mean for their role.
Once again, don’t take this on by yourself. No matter how well you know your business, your team members understand the daily challenges of their roles better than anyone else. Let them handle the brainstorming, while you guide the process by asking thoughtful questions that help them think in the right direction.
On the most basic level for our fictional brand, Bloomy,
For the social media team, “Show your care, celebrate every beauty” may mean changing the tone with which they write content, creating a bank of words that can make someone delighted, safe, cared for, and confident, etc
For the product design team, this may mean changing what's writen on the package, spending time with customers to know what they define as beauty or what fragrance makes them melt with a smile.
The delivery team may need to work closely with the social media team to learn the new tone, get used to the right words, and improve on body language, appearance, etc so even their presence will be delightful to customers.
Step 4: Equipping team members to start making the changes needed to embody the OBI
Once each team member has identified what the OBI means for their role, the next step is to equip them with the right tools to carry out those changes. Without this, even the clearest intentions can stall.
One of the biggest reasons strategies—and even entire businesses—fail is not because the ideas were flawed, but because the tools to execute them were missing.
According to a McKinsey study, 70% of change initiatives fall short of their goals, and a major driver is the gap between strategy and execution support. Teams often know what to do but do not have the tools to do it effectively.
Equipping your team could include training, access to technology, process improvements, mentorship, or simply giving them enough time and space to do the work well. The more supported they feel, the more confident they become in turning the OBI from a concept into something customers can actually experience.
Step 5: Metrics and data
One of the quickest ways to lose focus or give up on your efforts is not knowing whether your actions are actually moving the needle. That’s where metrics and data come in.
Metrics are simply the numbers you use to track performance and progress. They give you a clear picture of how your efforts are impacting your customers and your business. If your goal is to spark the right emotions and inspire customer loyalty, you need to identify which metrics will tell you whether you’re on the right path.
Data, on the other hand, is the information behind those numbers. It’s what helps you set the right goals, spot patterns, and continuously improve your inputs.
For a start, you can track one or more of these:
Sales: annual, monthly, or project-based
Customer metrics: revenue per customer, customer lifetime value, net promoter score (referral rate)
Loyalty metrics: churn rate, retention rate
Step 6: Celebration plan
Every milestone, no matter how small, deserves to be seen and celebrated. The question is:
How will you mark those wins that build up to stronger customer loyalty?
How will you make each achievement visible to your team so they know their efforts matter?
And how will you consistently appreciate customers, partners, freelancers, or employees who play a role in those wins?
Here are few basic ways to make celebration practical:
Give public shoutouts to employees during team meetings or on internal platforms.
Send surprise thank-you notes or small gifts to customers who refer others or share positive feedback.
Create a monthly recognition ritual like a “customer hero story” or “team MVP.”
Celebrate wins together, whether with a casual team lunch, virtual toast, or handwritten notes.
Building lasting customer loyalty necessarily doesn't require the flashiest campaigns or the deepest pockets, it’s more about people. It’s about how your team shows up in everyday interactions, how your customers feel when they engage with you, and whether those feelings inspire them to return, stay, and share your brand with others.
The good news is that you already have what it takes. You have values, you have a team, and with an operational big idea guiding you, you can align those strengths to create memorable interactions that spark loyalty in customers.
Will it take effort? Absolutely, change always does. But you don’t need to do everything at once. Begin with mindset shifts, let your team translate the big idea into their own roles, give them the tools to succeed, and celebrate the progress as it comes.
Loyalty compounds over time, so every thoughtful interaction, the supportive environment you create, every moment of care your customers feel – those are part of the bricks that build an unshakable foundation for growth.
So take a deep breath, trust the process, and keep moving forward.
Blessed are they who build businesses that are people, planet, and profit oriented. They are our heroes!