The Second Pillar of a Great Customer Experience: Making the Relationship Mutually Beneficial

Customers renew when two things are true:

  1. They feel valued.

  2. They get value.

This post focuses on the second part of the equation: ensuring customers believe the relationship is mutually beneficial.

Sounds obvious, right? Like something out of a bank brochure. But in practice, this is one of the hardest pillars of customer experience to nail—especially in B2B SaaS.

The Mutual Benefit Matrix

Whether or not customers feel the relationship is balanced depends on two factors:

  • Complexity of the solution

  • Nature of the relationship: transactional or long-term

1. Transactional + Simple (The Easy Stuff)

  • B2C example: Paying a toll, buying an app.

  • B2B example: Low-complexity, one-off purchases.
    Mutual benefit = it works and it’s fairly priced. Done.

2. Long-Term + Simple (The Harder Stuff)

  • B2C example: Utilities (water, electricity).

  • B2B example: Cloud hosting.
    Price and reliability drive the perception of fairness. Keep those steady, and you’re fine.

3. Transactional + Complex (The Even Harder Stuff)

  • B2C example: Dining at a restaurant - food, service, atmosphere. One weak link ruins the experience.

  • B2B example: Conferences or events. Value depends on multiple variables: attendance, content, networking, venue.

4. Long-Term + Complex (The Hardest Stuff)

  • B2B example: Enterprise SaaS software.
    Even if your platform is flawless, customers won’t feel the relationship is mutual unless they actually use it, see results, and can prove the impact internally.

How to Create Mutually Beneficial Relationships

Step one: know where you sit in the matrix.
Step two: if you’re in the “hard” quadrants, you can’t leave this to chance. You must own it.

The playbook:

  • Define Value
    Align with the business sponsor on success measures early (ideally during the sales cycle).

  • Realize Value
    Drive adoption in stages, prioritizing outcomes customers will see quickly. Keep success measures front-and-center in every status call and report.

  • Articulate Value
    Ensure customers can explain the outcomes themselves. A renewal depends less on your pitch deck than on the customer champion’s ability to sell your value internally.

Practical Execution Tips

  • Bring a menu of proven success metrics to customers (don’t hand them a blank page).

  • Validate measures at every stage: presales, onboarding kickoff, implementation, and post-launch.

  • Introduce the CSM before onboarding ends, with a clear mandate: obsess over value realization first; everything else comes second.

  • Re-engage sponsors post-launch to confirm outcomes are resonating at the executive level.

The Takeaway

In simple, transactional businesses, mutual benefit is table stakes. In SaaS, it’s survival.

If you help customers define, realize, and articulate measurable value, you’ll stop being “just another vendor.” You’ll be the partner who drives outcomes—and partners get renewed.

Next
Next

The First Pillar of a Great Customer Experience: Make Your Customer Feel Valued