
Episode 162 | March 17, 2025
Discover how marketing and UX teams collaborate to drive customer experience optimization, boost engagement, and refine messaging through customer insights.
What if the key to standing out in today’s noisy digital world isn’t just better marketing—but better customer experiences?
In this Insights Unlocked episode, we explore how marketing, UX, and customer experience (CX) teams can work together to create seamless, data-driven experiences that captivate customers and drive business growth. Featuring insights from Emily Carrion, CMO at Entrepreneurs' Organization; Katie Karr, a Senior User Experience Designer at Workiva; and Kristy Morrison, Director of Digital Marketing at F5, this discussion reveals the powerful role of customer experience optimization in modern marketing.
Let’s dive into the key takeaways from this episode and uncover how UX and marketing collaboration is transforming customer engagement.
Traditionally, marketing was about pushing messages to customers through advertising and content. But today, marketing success hinges on understanding and optimizing the entire customer journey—from first impression to long-term loyalty.
As Emily Carrion explains:
"There's some things in marketing that never change. It’s always our job to deeply understand our customer—what they care about, what makes their life easier, and what pain we can solve. The challenge is breaking through the noise to deliver that message effectively."
With an explosion of digital channels, customers are overwhelmed with choices. A brand’s success no longer depends just on messaging but on the experiences they create.
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To break through the noise, brands must ensure their message is not only compelling but also easy to find and understand. This is where UX comes into play.
According to Katie Karr, UX is no longer just a product function—it’s a critical part of marketing:
“We really think about UX as being a product role, but it’s so much more. It’s a critical function of marketing too. No matter how great your product is, if your message isn’t clear upfront, potential customers won’t see the value.”
With 80% of SaaS buyers researching independently before speaking with sales, having a website and digital experience that effectively communicates your brand’s value is essential.
At its core, UX in marketing is about making information clear, accessible, and engaging. When UX and marketing work together, brands can:
One of the best ways to ensure messaging works is through data-driven optimization. As Kristy Morrison explains:
"Every good experience you create with your customer is part of your brand—so is every bad experience. Testing and refining our messaging and digital experiences ensures we don’t accidentally optimize our way into a frustrating customer journey."
By continuously testing messaging, website layout, and content effectiveness, marketing teams can ensure they’re communicating the right message to the right audience.
One major theme in this episode is the importance of user testing—validating marketing strategies with real customer feedback before going live.
Katie Karr shares how Workiva used this approach:
“We realized our messaging wasn’t resonating with our audience, so we worked with our product marketing and content teams to update it. Before launching, we conducted user research to validate our assumptions and make sure the new messaging was clear and effective.”
The results? A 30% increase in message clarity and stronger engagement from the target audience.
Want to implement user testing into your marketing strategy? Here’s how:
By following these steps, brands can ensure they’re putting out content and messaging that truly speaks to their audience.
One of the biggest takeaways from this episode? No single team can optimize customer experience alone. Marketing, UX, product, and content teams must work together.
At F5, Kristy Morrison ensures this collaboration happens by hosting weekly cross-functional testing meetings:
“We get everyone involved—writers, designers, engineers, marketing strategists—all weighing in on our testing. Whether it’s a simple sign-off or a major insight, this collaboration helps ensure no stone is left unturned in optimizing our digital experiences.”
When teams work together, they can create experiences that not only attract customers but keep them engaged long-term.
As the digital landscape evolves, brands that prioritize customer experience optimization will win.
By combining marketing expertise with UX research and data-driven insights, companies can:
As Emily Carrion puts it:
"If you want to build credibility as a marketing, product, or customer success leader, sharing customer feedback is the fastest way to do it—because you can’t dispute customer feedback as a data point."