Deliver Service Now Institute | Customer Experience & Loyalty Strategies

Disney-inspired customer experience, retention, and loyalty strategies that

turn ordinary service businesses into unforgettable brands.

Disney Business Consultant for Small Business: How a $5 Gift Box Generated $70,000 in New Revenue

Disney Business Consultant for Small Business: How a $5 Gift Box Generated $70,000 in New Revenue

Disney Business Consultant for Small Business: How a $5 Gift Box Generated $70,000 in New RevenueVance Morris
Published on: 12/05/2026

Customer experience lesson that increased sales 26% without spending a dollar on advertising.

ServinCustomer Keepin'
Why Disney Gives You a Checklist at Epcot (And It Has Nothing to Do With Being Nice)

Why Disney Gives You a Checklist at Epcot (And It Has Nothing to Do With Being Nice)

Why Disney Gives You a Checklist at Epcot (And It Has Nothing to Do With Being Nice)Vance Morris
Published on: 03/05/2026

Disney handed guests a checklist at Epcot and turned human psychology into a revenue engine. Here are the seven business lessons hiding inside that strategy and why every service business needs to steal them.

ServinCustomer Gettin'Customer Keepin'
How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?

How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?

How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?Vance Morris
Published on: 30/03/2026

Financial advisors don’t lose clients over performance. They lose them during death, divorce, and incapacity. Learn how client relationships actually break and what to do to retain spouses, heirs, and assets when life hits.

Customer Keepin'
Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and Cancellations

Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and Cancellations

Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and CancellationsVance Morris
Published on: 30/03/2026

Two cancellations. One week. Both blamed on dogs. Financial advisors, your clients are keeping score every time you drop the ball. Here's what Disney taught me about showing up when it matters most.

Customer Keepin'