This varies by industry and organization, to some extent, but for our world, let’s say you need an expert in customer experience. The approaches would typically be:
- Talk to others in your space
- Talk to former colleagues
- Talk to friends in the geography of the area you want the person to operate in
- Do some low-grade online research
- Consider a call for RFPs
- When you narrow it down to a few organizations or individuals, vet them online, including:
- Previous work
- References
- Reviews
- Any red flags
- Examples of work specific and adjacent to the work you need to be done.
- Go back to your trusted sources — executives, consultants, etc. — and run the options through them.
This system is not perfect and sometimes scammers or less-than-experts will get through it. People have built massive companies based on nothing in the past 20 years (Theranos is a good example), and very skilled institutional investors had no clue what they were putting cash into.
All humans have biases, and those biases can color our decisions and enflame our blind spots. The more people you involve in a process, while the meeting cycle can get tedious, it’s good because you reduce the blind spots due to more eyes on whether a person/organization is truly an “expert.”
This works the same way at the individual level: if you want to understand who is and isn’t an expert, get out of your own filter bubble and read/watch content from “the other side” of the ideological discussion. More voices is more framing, and more framing leads to truly expert-level people influencing you.

Recent Posts
How Digital Technology Is Employed In Managing The Customer Experience?
You’ll probably agree that the development of technology has been so impressive over the last few years that it has drastically changed our reality. Although constant innovations equal lots of modifications, these adjustments usually help to change the [...]
What Is the Connection Between Digital Transformation and Customer Experience?
We live in a time when almost every industry is so competitive that companies have to fight for customers. In order to stay on the cutting edge, it’s crucial to undergo digital transformation and tailor your business activities [...]
What Tool Provides Feedback on the Customer’s Patient’s Experience? 4 Examples
In the past, when talking about customer experience, we would think mainly about buyers, guests, or consumers. However, now times have changed and outstanding quality of service becomes vital in virtually every market sector. The situation is no [...]
How to Measure Customer Experience? 10 Metrics
As a company owner, you probably know that a satisfied customer is willing to buy more and return to your store or institution in the future. This translates into increased profits, better brand recognition, and greater loyalty. How [...]