client experience matters...“the storyboard was a galvanizing event in the company. we all now...

38
client experience matters WHAT GREAT FIRMS ARE DOING TO DRIVE LOYALTY Ryan Suydam, Co-Founder [email protected]

Upload: others

Post on 12-Aug-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

clientexperience

mattersWHAT GREAT FIRMS ARE DOING TO DRIVE LOYALTY

Ryan Suydam, Co-Founder [email protected]

Page 2: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 3: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 4: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 5: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 6: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 7: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 8: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 9: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 10: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 11: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

HOW DID THIS HAPPEN?

Page 12: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Storyboard“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

-Nate Blecharczyk, Co-Founder, Airbnb

Page 13: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

SO, WHAT IS CX?

Page 14: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

That’s a job?No, it’s a commitment to the customer.

4X

Page 15: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

WHAT IF YOUR FIRM COMMITTED TO CX?

Page 16: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

GROWTH THROUGH LOYALTY91% of marketing leaders believe they will be competing primarily on of the customer experience (Gartner)

2% increase in client retention has the same effect as decreasing cost by 10%

Acquiring new customers cost 5X more than satisfying and retaining current customers (PSMJ)

91%

2%

5X

Page 17: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

THE VALUE OF LOYALTY

Stay Longer Buy More Services Cost Less to Serve

ID Ways to Reduce Costs Bring Us New Clients Happy Clients =

Happy PM’s

Page 18: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

POLLING

Send to: 22333

Message: clientfb

Page 19: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

MIND CX THE GAP

80%CEO’sYES

CXGAP

8% CUSTOMERS SAY YES

FAILURE TO RENEW CX CAPABILITIES

FAILURE TO EXECUTE

FAILURE TO DESIGN

Bain & Company 2006362 CEO’s Surveyed

Page 20: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

CX MATURITY IMPACTS OUTCOMES

MaritzCX90%+

Page 21: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

INVESTIGATE – CX Moments (ex: AR)

Page 22: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

LISTEN (AND FIX)

Page 23: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

“Unfortunately, we cannot respond to specific issues raised via this survey.”

REALLY?

Page 24: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Even best friends need help. Let me tell a story.

Page 25: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Interesting! I wonder why she said that? Curiosity will lead to empathy

Page 26: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Changing the change-order

Page 27: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Ten “Listen and Fix” tips

Go deep with ten

Go wide with eighty

Start conversations (micro)

Establish governance (macro)

Solicit and mine

Ask early and often

Process > Results

Combine metrics

Commit and Lead

Lead and Commit

Page 28: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

DEFINE AND DESIGN

Empathy mapJourney mapPrioritizeIncrement

Measure!

Entice Enter Engage Exit Extend

Questions

ID Needs

Thinking

Feeling

Saying

Doing

Page 29: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 30: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

SOLVE NEW PROBLEMS

Page 31: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 32: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

ALIGN AND LEAD

Page 33: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”
Page 34: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Voice-of-Client• Clearly

Understand Client Expectations

Elevate• Leverage feedback

to grow top and bottom line

Optimize• Define and Design

our Desired CX for KLF Clients

Differentiate• A-ha Moments of

Revealed Unmet Client Needs (Industry vs. KLF)

Page 35: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

ENCULTURATE

Page 36: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

clientexperience

mattersWHAT IS YOUR FIRM DOING TO DRIVE LOYALTY?

Page 37: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

WHAT YOU CAN DOWeekly CX Moment

Empathy Mapping Session

Interview 10 ClientsStart Measuring CX

Accountable Follow-Up

Journey MapDesign Your Experience

Decide Thru CX Lens

Page 38: client experience matters...“The storyboard was a galvanizing event in the company. We all now know what “frames” of the customer experience we are working to better serve.”

Client Experience MattersRYAN SUYDAM, CO-FOUNDER, CL IENT FEEDBACK TOOL

919-271-7680 [email protected]