Key Takeaways
- Customers now expect businesses to remember their preferences, behaviours and context, not just their names.
- Effective personalization is built on data, systems and good customer experience design, not clever email copy.
- Five practical steps can help businesses move from superficial personalization to meaningful customer experiences.
Earlier this week, I received an email thanking me for attending a webinar. This was a nice and good gesture, but there was just one problem – I hadn’t attended the webinar. I had registered, yes, but something came up and I couldn’t make it.
So, somewhere between registration and follow-up, the system had decided that everyone who signed up must also have shown up. Yes, this was a small mistake, and most people would probably delete the email and move on. But moments like that tell customers something important about a business. They scream, “We know your name, but we couldn’t be bothered to really know you.”
That’s the difference between basic personalization and meaningful personalization.

Read More: Increase Your Customer Value, Not Your Marketing Budget Cuts
Personalization Isn’t Just Writing “Dear Lola”, It’s Acting Like You Actually Know Me
For years, marketers equated personalization with adding someone’s first name to an email.
“Hi Lola…”
Today, that’s simply table stakes and customers expect much more than that. They expect businesses to remember what they have done, understand what they’re interested in and respond accordingly.
If I didn’t attend your webinar, don’t thank me for joining. If I have already bought the product, don’t send me an email telling me to buy it again. If I have told you I prefer email over phone calls, don’t call me trying to pitch an add-on to my internet subscription.
The businesses getting personalization right aren’t necessarily the ones with the smartest copy or the most sophisticated automation. They are the ones that behave like they are paying attention – and customers notice.
Personalization: Connecting the Data Dots
One thing I noticed across the organisations I have worked with is that the businesses creating the best customer experiences aren’t necessarily the ones with the biggest technology budgets. They are the ones that connect the dots and use these insights to speak to the customer directly.
They know which products you have shown interest in. They avoid recommending products you have already bought (except it requires routine top ups, in which case, they note your frequency and remind you). They don’t ask you to fill in information you have already provided. They remember whether you prefer email, SMS or WhatsApp. They recognize when you make a card payment in a new country and give you insights to keep your spending on track (shout out to Monzo for my always awesome international payment experience!)
None of those things feels revolutionary on its own, but together, they create something much more valuable and make customers feel recognised. This, in turn, can significantly increase the value you get from customers – in one of my client engagements, we nearly doubled the conversion rate from an email sequence, simply by acknowledging the channel through which the prospect entered the funnel in the welcome email.
The opposite is just as noticeable.
We have all received emails encouraging us to open an account we already have. Or promotions for products we have just purchased. Or calls immediately after choosing email as our preferred communication channel. Those moments break trust because they tell customers one thing – “We’re collecting data, but we’re not using it very well.”
Why Many Businesses Still Get Personalization Wrong
In my experience, this isn’t usually because marketing teams don’t care, it’s because the business has not built the systems needed to support meaningful personalization.
Customer data sits in different platforms and departments. Marketing can’t see what Customer Support knows. Product data doesn’t connect with CRM. Communication preferences aren’t consistently captured, updated or respected.
All of these result in fragmented experiences, where each interaction makes sense on its own, but they don’t feel connected. Customers need to experience one brand, but too often, businesses operate as several disconnected departments.
That’s why it’s key to recognize that personalization is not primarily a content challenge, it’s an operational one.
Five Ways to Build Better Personalization
Getting personalization right doesn’t have to start with artificial intelligence or expensive software. More often than not, it starts with asking better questions.
1. Build a single view of your customer
If customer information lives across five different systems, no one has the full picture. Start by connecting your data so every interaction builds on the last one instead of starting over.
2. Respect communication preferences
Like me, some customers prefer email, while others respond better to WhatsApp, SMS or phone calls. Asking for preferences is easy, but actually using that information is where trust is built.
3. Personalize based on behaviour, not demographics
Knowing someone’s age tells you very little. However, knowing they have visited your pricing page three times this week tells you much more. Behaviour is usually a better predictor than demographics.
4. Make every interaction feel connected
Customers should not have to repeat themselves every time they engage with your business. Whether they’re moving from your website to your app or from customer support to marketing, the experience should feel continuous.
5. Audit your customer journeys regularly
One of the simplest exercises I recommend is experiencing your own business as if you were a customer. Subscribe to your emails; complete a purchase; abandon a cart; contact customer support etc. When you do this, you will often spot personalization gaps that never appear on a dashboard.
Conclusion: Personalization Is Really About Respect
The businesses that stand out today aren’t necessarily the ones sending the most communications. They are the ones sending the right communication at the right time, through the right channel, with a clear understanding of who the customer is and what they are trying to achieve. That’s what customers increasingly expect. This is not because personalization has become a competitive advantage, but because it has become the minimum standard.
Personalization is not a marketing tactic. It’s a capability that sits between data, technology, customer experience and marketing. When those pieces come together, customers notice, because every experience with the brand feels better and effortless.
If your business still thinks personalization starts and ends with “Dear Lola,” in communications, there’s a good chance your customers have already moved on or you will be losing them very soon.
Many businesses have the data they need to personalize customer experiences. The challenge is turning that data into coordinated action across marketing, product and customer experience. That is an area I work on regularly with organisations looking to improve customer journeys, lifecycle marketing and growth systems.
If you are trying to move beyond surface-level personalization, I would be happy to explore what’s getting in the way.



















