CX Tricks and Treats: What Halloween Can Teach Us About Customer Experience

Halloween is upon us here in the U.S., and there’s much to be learned beyond costumes and candy. In fact, the timeless tradition of trick-or-treating offers some insightful lessons for creating exceptional customer experiences. Just as a well-decorated house wins over the neighborhood’s costumed crowd, brands that invest in strong CX practices can win lasting loyalty. So, let’s have a little fun this Halloween with a CX practitioner’s guide to trick-or-treating—no tricks, all treats.

1. Be Welcoming, Not Spooky

The first rule of trick-or-treating? A warm welcome. You can tell from a distance which houses are going all-in on Halloween, drawing trick-or-treaters with friendly decorations and glowing porch lights. In the same way, a great customer experience starts with a welcoming atmosphere. From easy-to-navigate websites to approachable staff, make sure your brand feels inviting right from the start. If you create a comfortable and engaging environment, customers are more likely to stay and explore rather than run away in fear.

2. No Tricks, Just Treats

Halloween is all about the treats, and so is customer experience. No one wants to be fooled with empty promises or misleading offers. Whether it’s clear communication, transparent pricing, or reliable customer service, make sure that your “treats” are what you promised—and then some. Surprise-and-delight moments are great, but they should always be positive surprises. When customers know they can count on you, they’re more likely to return, just like trick-or-treaters coming back to that house that never skimps on the candy or overall spooky experience.

3. Offer the Good Candy

Let’s be honest: every trick-or-treater knows which house gives out the best candy and which hands out a box of raisins. Word spreads fast, and they’re sure to make the good candy house a top destination—both this year and next. In the world of CX, this translates to delivering real value and personalization. Understand your customers’ needs and preferences and aim to offer experiences that are not just satisfactory but memorable. Whether it’s through exclusive offers, tailored recommendations, or simply going the extra mile, be the brand that stands out for delivering something special.

4. Keep It Fun and Safe

Halloween is about having fun, but safety is always a top concern. No one wants to deal with unexpected hazards or unpleasant surprises. Similarly, a strong customer experience must balance enjoyment with security. Customers should feel safe engaging with your brand, whether it’s ensuring data privacy, offering easy returns, or providing a clear path to customer support. When customers know their experience is both enjoyable and secure, trust builds naturally.

5. Inspire Word-of-Mouth Marketing

The best houses on Halloween don’t need to advertise; word gets around. Trick-or-treaters spread the news about the cool decorations, the creepy sound effects, and—of course—the best candy. It’s the ultimate form of word-of-mouth marketing. In CX, it’s all about creating experiences that customers can’t help but share with others. Positive reviews, social shares, and personal recommendations are often the result of standout interactions. If you’ve done everything right up to this point, your customers will naturally spread the word—no spooky tactics required.

6. Be Ready for Crisis Management

Lastly, let’s talk about crisis response. Sometimes things don’t go as planned. Maybe a candy bowl runs out, or worse, a disgruntled trick-or-treater leaves a surprise of their own—like toilet paper in the trees. While we hope you never find yourself in the CX equivalent of a flaming bag on your doorstep, it’s crucial to have a plan in place. Mistakes happen, but how you respond matters even more. Swift action, sincere apologies, and effective solutions can turn a bad situation into an opportunity to demonstrate your commitment to customers.

So, as you hand out candy this Halloween, take a moment to think about how these principles apply to your CX strategy. With a little creativity and a focus on delivering treats (not tricks), you’ll build lasting loyalty—long after the costumes are packed away.

Happy Halloween from your friends at Cortico-X!

Picture of Len Devanna

Len Devanna

is the Vice President of Customer Experience at Cortico-X, offering over 25 years of expertise in digital strategy, customer experience, and transformative leadership across industries.

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A leading manufacturing company identified an opportunity to leverage the data collected by its products to provide new value to its customers. The company engaged Cortico-X to create a digital services strategy, define the operating model and identify emerging technologies to power the platform.
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Result
By prioritizing the business goals, Cortico-X identified several technologies and processes that will help the manufacturer evolve from a product-based company to a data service company, including generative AI design and chaos engineering. With its new data and services platform, the company will continue to grow its business in the digital era.

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Problem
A leading manufacturing company identified an opportunity to leverage the data collected by its products to provide new value to its customers. The company engaged Cortico-X to create a digital services strategy, define the operating model and identify emerging technologies to power the platform.
Solution
The manufacturing company’s new data platform will share insights with clients on potential issues that could disrupt business operations. For example, a client may receive an alert that a piece of equipment requires maintenance, providing time to fix the issue before the equipment breaks down. The platform will also integrate third-party data related to weather, shipping times and supply chain disruptions, helping clients to determine the optimal times to take equipment offline for maintenance.
Result
By prioritizing the business goals, Cortico-X identified several technologies and processes that will help the manufacturer evolve from a product-based company to a data service company, including generative AI design and chaos engineering. With its new data and services platform, the company will continue to grow its business in the digital era.

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Solution
Through the new platform, fans will be able to play along with games as they happen. They will take the role of team coach in a simulation, seeing if they can beat the coach on the field by making different decisions, like swapping in new players. Powered by advanced technologies like artificial intelligence and digital twins, the platform will allow fans to engage with and compete against each other. Soft LED touchscreens and concave screens will bring the virtual game into the stadium, enhancing the immersive experience.
Result
The league anticipates that the new platform will help to engage younger fans and break down geographic barriers—while providing the tech foundation to be ready to jump into the metaverse.

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Health system leaders walk a mile
in employees’ shoes

Problem
A major health provider embarked on an ambitious journey to uplift the voice of their employees and embed the patient experience into its culture and operating model. In order to more meaningfully achieve their goals, leaders knew they needed to get closer to the frontline experience and more intimately understand the challenges faced by employees each day.
Solution
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Result
With two pilots completed to date, Walk a Mile is resulting in renewed perspective and strengthened connections across the organization. Employees reported feeling valued and heard on a new level, while leaders found it refreshing to step away from their often 50,000-foot view to build a greater understanding of critical responsibilities and work processes that drive strategic endeavors. While the initiative primarily aims to build empathy, leaders also collaborate with the frontline to identify solutions that alleviate challenges, improve inefficiencies and support a positive working experience. The company is now scaling the program so that it is embedded in each of its seven markets. Ultimately, the organization hopes the deepened synergies between leaders and frontline employees will improve the patient experience in previously unimagined ways.

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Solution
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Problem
A regional bank knew its customer experience lagged behind industry benchmarks but struggled with how to rally its employees around its basic experience program.
Solution
Acquis Cortico-X partnered with the bank’s newly established head of customer and employee experience to chart a new path to experience-led growth. Using our proprietary experience maturity framework, we evaluated and assessed the existing experience program, capabilities, interaction and operating model.
Result
Through our analysis, we discovered the current experience program was uncovering valuable customer insights but lacked a process to drive change based on those learnings. Together, we developed an actionable roadmap and a business case for change. The bank is now moving forward with developing a continuous improvement model that will enhance the customer experience, setting the stage for growth.