Customer-centric cultures (or not, as the case may be)

Taking a Customer Experience perspective has a canny knack of revealing an organisation’s real culture.

 

A CX maturity exercise I ran for a well-known consumer brand unearthed a shock for the leadership team; contrary to the employee survey, pride in the brand was pretty much non-existent.

I sat down with a number of colleagues and asked what they’d say to someone who enquired where they worked. An unnerving amount of them told me they would rather say they were unemployed or make something up than reveal who they worked for.

The reason they were fielding so many costly calls from customers was that although the team had given plenty of feedback on what needs improving, it was never acted on. They didn’t have the tools or information to help customers, hand-off processes went into black holes and communications were confusing and inconsistent. They’d tried to get things fixed but everything was ‘in next year’s budget’ or not seen as a priority. They’d given up trying to change anything so the cost of failure demand was left to write its own invoices.

And the reason the employee survey was giving a false reading of ‘highly engaged’? The team ticked that box in the belief that the “right” answer would secure their end-of-year bonus. Some interesting conversations followed.

In stark contrast, this year I experienced an employee going not just “the extra mile” for me but, literally, several miles. It’s an often-used phrase with good intent but translating it into colleague behaviours is not easy.

Long story short, my flight from London to Amsterdam was subject to an 8-hour delay. So, it was getting on for midnight when I arrived at the airport’s railway station. I needed information on how to get to an unfamiliar suburb of the city for my conference. The airport’s taxi queue snaked into the night for miles and there was hardly anybody else around. Thankfully, on the platform was a friendly-looking guy in a Schiphol-branded high-visibility jacket.

He explained it wasn’t a straightforward journey to navigate and without hesitation he said he’d go with me to show me the way. I tried to insist that while it was very kind he didn’t need to do it. He was, after all as I found out later, on his way home in a different direction after a long operational shift.

A short train ride was followed by a walk across a park and then onto a bus for a few more stops to the hotel.

He got me there and he made it easy for me.  I’ve lived and worked in cities around the world so am used to getting from A to B on my own but on that dark, wet night after long delays and feeling less than chipper, I was – and still am – so grateful.

His response to my gratitude has stuck with me ever since. As we parted ways he smiled and with a huge amount of pride simply said “We’re Schiphol. It’s what we do”.

With the help of Marcel Stroop of Schiphol’s brilliant innovation team, we tracked him down to make sure his ‘above and beyond’ actions were acknowledged.

I get it, that sort of thing doesn’t happen every day and is fairly extreme. But when we talk about employee pride and about “going the extra mile” for our customers, it reminds me that we should give it a stress-test to understand how genuine it is. Do actions mirror the words?

Even with the poster on the wall with its carefully-worded proclamations, would everyone – really – be willing to do something extra, however small it may be? Not every day, but when they feel it is right.

Or does the culture mean that in reality they dare not do anything outside their process-based remit for fear of recrimination by their manager? Do they think “Why bother?” or “We don’t have time for that”. Are they proud enough to wear your brand’s logo outside of work? Do they look at each other and shrug, assuming and hoping  that someone else will do the extra bit?

It’s important stuff and a telling topic to discuss in your team meetings. What examples of good or bad cultures have they heard about or seen in their own experiences outside work? Should or could the same happen in your organisation and what are the lessons to learn?

Thank you Michel, Marcel and the Schiphol family for a memorable and thought-provoking experience!

 

As a Customer Experience practitioner and now CX consultant, Jerry Angrave supports leaders and managers who are driving forward their organisation’s Customer Experience programme.

He helps shape the thinking and plan the doing in a way that gives structure, influence and momentum to the CX activity.

Securing buy-in for Customer Experience

For anyone in the early days of their CX career, securing buy-in for Customer Experience from sceptical stakeholders can be daunting.

It needn’t be. Yes, there are always those who don’t get it or don’t want to get it. It’s a fact of life for a CX professional that not everyone will be as passionate as we are about it.

Because the best outcomes start by making time for a conversation

People change roles, they leave, they join, they have their own priorities, their own metrics by which their performance is judged and they’re not going to lend an ear or time willingly without good reason.

It’s made harder without any air cover support from the CEO and Exec team. Compelling data, forensic insight and irrefutable evidence are always going to help tell the right story but that’s easier said than done especially in the early days of a CX movement.

I often say that if you do nothing else in the name of Customer Experience, carry out a piece of journey mapping work and see where it takes you. It will stimulate conversations you’d otherwise not have, it opens colleagues’ eyes to the reality of what being a customer is like and it brings them together in improving things.

But even before we get to journey mapping, we need those stakeholders to give us access to their information and people. We need them onside.

At this point we could go into the depths of psychological profiling and take a professional qualification in stakeholder management. It’s true that we need to recognise the personalities involved and flex our own style to suit but a little empathy goes a long way.  It’s a key ingredient as far as our customers are concerned and it’s no different for colleagues internally and partners.

Short of a three-line whip from the CEO telling them to join your gang, here are just four quick examples of how we might go about winning them over. There will be some effort needed but it will get the momentum going and the rewards will be bountiful.

 

Get them to tell their own stories

Create a connection between what you’re doing and something they can relate to. Ask about the best and worst experiences they’ve had in their own lives. Explore what happened and what their response was.

Not surprisingly they’ll say they’re very likely to go buy again from a company who was on their side and helped them succeed. Conversely, where they had a bad experience they’ll acknowledge they won’t go back and they’ll tell others too.

And where it’s just ‘ok’, they’ll recognise that it wouldn’t take much to investigate what a competitor had to offer.

Each of those responses comes with a commercial impact one way or the other. They’ve just made your argument for you.

Broaden the conversation out and ask if anything like the good or bad experiences – and the ensuing consequences – could happen on our shift.

Asking about their emotions will dig even deeper. They may have denied emotions have anything to do with it but they’re a key driver of behaviours. It’s no coincidence that “How do you feel?” is a favourite go-to question of a journalist or TV presenter.

I recall a B2B Head of Customer Experience becoming frustrated at her Board’s refusal to see why investment in a new contact centre system was necessary. She walked into the next meeting and told the story of a stressed cafe owner customer who was calling in for help between having customers of their own. She started to play the on-hold music with the “Your call is important to us, thank you for waiting” recorded message and left the room.

After a very awkward and long 9 minutes and 25 seconds, the average time taken to answer as she pointed out when she returned, the penny had dropped. Stories and empathy meant she secured her investment.

 

Spend time getting to know them

In the world of internal politics there’s a saying about “Stay close to your enemies”.

We all like to feel we’re heard and acknowledged, so find an excuse to have a chat with them. Listen to the language they use, their challenges and their priorities. Understand their views on how the business makes its money, where its costs are and what the strategic issues are.

What impact do they have directly or indirectly on customers and revenue streams? How close are they to the key movers and shakers in the company and how political are they? Which competitors and organisations outside the sector do they admire?

The more familiar you are with their world the more relevant you can make your positioning. If we know their objections, however irrational, we can work out ways to dismantle the blockers or reframe their arguments.

Show how a focus on customers internally and externally can help them achieve their goals and still be aligned to the overall business aims.

It also gives you a real window into how committed the business is, or not, as the case may be. Many companies will have a mantra or a poster to say they put “customers first”. It won’t take many conversations to see how committed everyone is really and therefore how big a task you are about to undertake.

And, if everyone is rewarded and recognised for the ‘wrong’ things you have plenty of collateral now to explain to the Exec team what is going to be needed to make the vision a reality.

 

Talk to other peers and colleagues as well as senior stakeholders
Admittedly, it’s harder at the moment to have those informal chats around the office, at the drinks machine or onsite to kick around a few issues and ideas. Our online world makes it tricky to bump into people we don’t (but should) know and strike up a conversation.

However, we do still meet and for some it’s more regular than in pre-pandemic times. With an appropriate audience, when the original business of the meeting is done, there’s no harm in asking for a few minutes at the end to ask for their candid feedback about things.

What would they improve? What are customers saying to them? What information, tools or resources do they need? Is it clear what the company wants its customers to say about it and so on. Most online chat functions allow the comments to be collected anonymously too if that helps generate the most telling insight.

However it’s done, talking to colleagues freely and openly is hugely beneficial in understanding what works, what doesn’t and why. Overlay that with customer feedback in any existing survey or from unstructured comments in social media and your influence with senior stakeholders and your case for where the focus should lie just gets stronger.

 

Make the business case, even informally

Be pragmatic and focus on the basics before the “Wow”.  If stakeholders think you just want to spend money on spreading magic fairy dust around the place, click your heels three times and hope for a miracle they’re going to be tough nuts to crack.

If the data doesn’t yet exist to link better experiences with better business, borrow it in principle at least.  There is also no shortage of “ROI of customer experience” data freely available on the internet. And there are plenty of case studies too.

For example, the delivery company who reduced costs by realising it had over-engineered its parcel tracking capability for customers. It was able to cut the number of tracking points without any detrimental impact on customers. Or, the online printer who enjoys wider margins than most. Their customers are happy to pay a premium because the company will fix mistakes on the spot and at their cost, even if it’s the customer’s own mistake.

Better still, try a small change yourself and measure the difference in costs, in employee pride and customer response. Proof of concept is a compelling convincer.

When starting out, it quickly becomes apparent how much of a Customer Experience programme is cultural; a mindset that acknowledges and believes we need our customers more than they need us.

Winning round colleagues isn’t always easy and as time goes by the methods can become more sophisticated. But, for those charged with being the catalyst for a more customer-centric business, engaging stakeholders, especially the sceptical ones bit by bit, will secure their interest, involvement and support.

 

Jerry Angrave is Customer Experience Director at Empathyce, a CX consulting and coaching company. Jerry is a CCXP (Certified Customer Experience Professional) and author of The Journey Mapping Playbook published by De Gruyter in October 2020.

[email protected]

+44 (0)7917 718072

The real purpose of customer journey mapping

Customer Journey Mapping

This year has challenged the real purpose of many organisations. Some have stayed true to their meaning while others have shown their true colours.

As the dust hopefully settles on the rapid changes everyone has put in place we should, if at all possible, invest in the time to understand what it’s like for a customer. Our underlying vision, purpose or North Star may not have changed but our customers’ priorities and experiences most certainly have.

We always advocate that journey mapping is done and reviewed regularly but the events of 2020 make repeating it necessary, not just an option. Chances are, most existing journey maps were created pre-pandemic and so are already out of date.

How can we build back better if we don’t understand how our customers’ priorities, needs, hopes, fears and expectations have changed?

We therefore have a great opportunity to treat customers as if they have never been to our store or our website. We often make unintentional assumptions that our customers will instinctively know what to do because they’ve been here before. If we assume they are first-timers, we’ll have heaps more empathy and be in a better position to build on what we’ve already done.

However, a perennial issue with journey mapping is that as soon as the workshop finishes, everyone drifts back to their day job. The map gets written up, maybe converted into a neat piece of software, discussed and filed away. A lack of planning beforehand means the momentum comes to a rapid halt. To have so many ideas from the programme of journey mapping can be an uncomfortable reality-check about what to prioritise and what to do next.

There might also be a dawning realisation that this isn’t just a workshop or a project but if we’re going to get it right, it’s a cultural and very strategic way of thinking about our business.

If there are any positives to come out of the pandemic and carry into the new year, one of them is the sense of “We’re all in it together”. Before that feeling dissipates back to those siloed functions where so many managers (because of the lack of a genuine customer-centric culture) find comfort, we should tap into one of journey mapping’s biggest benefits.

It’s not just about the sticky notes on the wall or the Zoom-Mural online workshop. It’s not even always just about the write-up of the journey and list of improvements. Yes, those are clearly important but now more than ever before we should ensure journey mapping stimulates the right conversations across, up and down the business that lead to the right tactical, strategic and cultural actions.

Journey mapping shouldn’t be just about finding ways to fix broken processes or find incremental improvements to the experience. It should give the evidence for asking some tough questions about how committed the organisation and leadership is to the vision.

In the journey mapping sessions people learn about their own colleagues and the job they each do. They learn about their own business and start to piece together the culture from a wider perspective.  It becomes clear that while one part of the business is very much on the “Customer-first” agenda, some colleagues are working to different agendas. They are rewarded for perpetuating the processes that are convenient to the business not the customer.

It’s hard to ignore a colleague who says they come up with ideas but their line manager tells them that’s not what they’re paid to do. It’s hard to ignore the chasm between the “Customer-First Promise” and the reality of the experience they have just articulated.

It’s also hard to ignore the fact that despite saying “We put customers at the heart of what we do”, the Exec team is seemingly happy to get just one set of customer metrics every year. Why would that be? Are they as committed to putting customers first as they say?  What can they do to help make everyone believe in it?

All these issues need to be discussed if a business is to become more customer-centric. Journey mapping is often the catalyst to have those conversations, without it they may simply not happen.

A lot has clearly changed this year. If there’s anything to change about journey mapping, I’d suggest it’s that we try even harder to see things from our customers’ perspectives and make it lead to more of the right conversations. Your boss and customers will thank you for it…

Happy mapping!

____

Jerry Angrave is Customer Experience Director at Empathyce, a CX consulting and coaching company. Jerry is a CCXP (Certified Customer Experience Professional) and author of The Journey Mapping Playbook published by De Gruyter in October 2020.

[email protected]   +44 (0)7917 718072

Customer Journey Mapping – as relevant and as possible as ever

The headline act of a Customer Journey Mapping programme was always the workshop.

A very visible, tangible demonstration of how an organisation is edging towards its customer-led goals. A group of colleagues coming together to share their views and ideas, learn more about their own business and going on to be active supporters of what you’re doing.

In today’s world though, booking a meeting room and having everyone turn up in person seems so “2019”. Two people in the last week have told me their journey mapping programme is on hold because of necessary restrictions and access to offices.

It’s not easy for anyone right now, I get that. Time, people and focus let alone budgets may not be on your side at the moment. Survival, resizing and restructuring may well be more at the front of your mind.

 

Customer Journey Mapping

 

But, if there’s any way your attention can turn to your customers, if you do nothing else in the name of Customer Experience give journey mapping a go and see where it takes you. Even half an hour with a couple of colleagues on Zoom, a notepad and a healthy dose of imagination is better than nothing.

You’ll leave with a better idea than when you started about your customers’ issues and what to do about them. And that, after all, is the purpose behind journey mapping and customer understanding.

To anyone who’s hesitant about running their first or next session, have faith that it can be done remotely. Believe me. Over the last few weeks I’ve had the pleasure of running several journey mapping workshops with a variety of companies, all online. Yes, we have to adapt but they’re just as productive as when we were all swapping anecdotes and thoughts in a glassy training room.

Our customers’ behaviours, what they’re thinking and how they feel have all been tested in recent months. So even if you did a journey map last year, while parts of it will be unchanged, some elements – the critical nuances for now – might well be different.

Not surprisingly, using a combination of conferencing platforms like Zoom and collaboration tools such as Mural (other, equally good ones are available), means the facilitation of the workshop itself needs modifying. The framework you use and questions you ask will be impacted by the number of people attending and how long each session lasts. Some may be watching Netflix on a tablet tucked behind their laptop. Keeping everyone involved will draw even further on your facilitation skills if you are to keep their attention.

But journey mapping has never been just about a ‘workshop’. While that session may now look and feel different, the process to prepare beforehand and then unlock the value afterwards remains largely unchanged and every bit as important.

That value is measured not just in terms of prioritising actions to fix things but in changing the culture to have a better balance of a customer-led, commercial focus. It shifts mindsets to always think about and discuss what it’s like to be a customer. It drives better cross-functional cooperation. It creates excitement and involvement in what you’re doing. It challenges the wrong behaviours and complacency. It moves people away from chasing the scores and implementing new tech for new-tech’s sake.

And it gives clarity about how to deliver your CX vision so more customers come back more often, they spend more and share the stories you want them to share.

It’s important stuff.

Just because we can’t all be together physically doesn’t mean journey mapping can’t still be effective, strategic and influential.

When customers’ expectations, needs, fears and hopes are changing as they have done in recent months, it’s as important now as it ever was.

Give it a go if it’s at all possible. Your boss as well as your customers will thank you for it.

I’d love to hear how you get on and please get in touch if you’ve any questions.

 

Jerry Angrave is Customer & Passenger Experience Director at Empathyce, a CX consulting and coaching company.

[email protected]     |     +44 (0) 7917 718 072     |     www.empathyce.com

Is now an appropriate time to Spring-clean our Customer Experience programme?

People in Customer Experience roles are an energetic, passionate bunch. They are also resilient and have bags of perseverance.

Nonetheless, as lockdown restrictions persist I’ve heard from a couple of Customer Experience teams who are feeling a little lost right now. While grateful to still have a job, they were asking what practical things they could be doing to keep a sense of moving forward when many elements of their usual role were not possible.

Of course the wider context is indeed that friends and colleagues have been laid off, furloughed again or have had to find other roles and new careers. It may, understandably, be the least of your or their priorities right now. Our collective health and well-being is what matters.

But, if you are in a Customer Experience role and your thoughts turn to making the best of a bad situation, I hope these suggestions may help a little. They are based on my own experience and on what I hear others are doing. Please add your thoughts to the LinkedIn post on what else you are focusing on.

Employee experience

There are still tough times all round at the moment. If you haven’t lost your own job, chances are you know someone who has. Sparks of positivity can easily get smothered in a blanket of uncertainty. So more than ever before we must still look out for each other. A quick call, an email or text just to check-in and ask “You ok?” goes a long way.

There’s a large amount of resources on wellbeing at the CIPD website and here too from Lane 4.

Keep spirits up by sharing stories, reliving examples of brilliant (or funny) customer experiences that will give everyone a lift and a smile. It’s easy for colleagues to think everything they do is routine, one cog in a big machine, that nothing exciting ever happens. But keep talking about what made / makes your organisation different and special. Be proud to “Show and Tell” about going that extra mile. Draw out the positives from the current situation such as better ways of working, more creativity and camaraderie.

Beyond that, keep engaging as best you can, ask your team and stakeholders what they need from you, how would they improve communications and what tools, focus or information do they need to deliver the right customer experiences?

Customer engagement (even when they’re not able to be a customer)

There have been some great examples of engagement over the last year even when there might not be any customers at the door.

It’s about providing some degree of value and as long as it’s sincere can be fun, informative and educational.  Your Sales or Marketing team may be under severe pressure to wring out every last revenue opportunity; if that’s the case at least get them to be very transparent and honest rather than a badly-disguised sales pitch. We’ll all remember how we feel we were treated by companies in these times. The same goes for how our customers feel about us.

In the UK, we’ll remember how we felt when we heard the National Trust was opening the doors to its parks and grounds for free in the very early days of the first lockdown. It was necessarily short-lived but it was a hugely well-intended gesture. We appreciate airports, supermarkets and retailers giving us a behind-the-scenes look at their business and running competitions to keep us engaged. They told us what they’re doing and how we could help them help us. We doff our hat to people like Joe Wicks who gave us exercise classes every morning for free.

As they say, what goes around come around and so when we are able to, we’ll support those who showed they were on our side.

But we’ll also remember what we thought of those companies whose leadership teams treated their employees with contempt, dragged their heels on giving refunds and tried to make a quick buck ‘because they could’. Any customer engagement they tried was insincere and completely undermined by their actions elsewhere. Will we be as supportive when we have a choice about whether to give them our money again?

Review VoC and Metrics

Now is not the time for process audits disguised as customer surveys. It never has been. There are many positives to be coming out of this situation especially around humanity, kindness and creativity and if it helps rid us of pointless ‘surveys’ that’s no bad thing either.

For most companies it’s not really practical any more to ask “How satisfied are you with our payment process?” or “You’d recommend us, right?”. Those are important but there are more fundamental worries, fears, hopes and expectations going on inside customers’ heads right now.

We need to listen and listen-up well. How can you adapt your listening posts to ask customers what they need from you? How are you reviewing your understanding and reporting to drive meaningful actions? What worked a few years ago when it was set up may not work as well as it could now.

Does everyone, right around the business, know what customers are thinking, saying and doing – and why?

If you’re not doing so already, lower customer volumes might mean there’s an opportunity to close that loop; let customers know you’ve had their feedback and what you’re doing about it.

Now might be the time to slim down your surveys in order to get more, and a better quality of, response. Do you make your customers wade through 15 questions about income, postcode and their favourite film, before asking them what the experience was like and why, just to satisfy a hunger for data?

How about setting up that customer panel you’ve always wanted?

When things settle down will you carry on measuring the same stuff because it’s easy? Or, can you engineer a switch to measuring the things customers value the most and that are aligned to delivering on the strategy? Why measure advocacy rates to three decimal places when the strategic vision is, for example, all about making things more convenient and friendly? Why not plan to measure and report on how convenient and friendly customers found you? Is it a convenient time to shake off the obsession with the numbers and get the leadership team to focus instead on the qualitative drivers?

And it could be timely to revisit the persistent “What’s the ROI of customer experience?” question. Engage the boffins in the Insight or Finance teams to calculate the correlation between better experiences, higher lifetime values and commercial performance indicators.

Personal development

Keeping match fit in terms of thinking and planning is essential right now. We need to hit the ground running when we come out of this and, perhaps, put ourselves in a prime position to secure a new role.

Look at what other companies are doing to stay engaged with their customers and learn from the good and the mistakes. There are plenty of resources, podcasts and discussion forums such as those from CXM Magazine, MyCustomer, Ian Golding, Jeanne Bliss and the CXPA to name but a few. And of course, CX competency coaching and for the CCXP exam is still available remotely if you’re looking for a professional qualification.

As a CX professionals it is essential we have a commercial leaning in our conversations and actions. So snuggle up to your Financial or Commercial team to see what their challenges are, how the business makes its money and what language they use. Share a virtual cup of coffee with a Programme Manager to see how they set their priorities (and so how you might get the customers’ perspectives into decision-making).

Spend time with the analysts to understand how they turn data into insight so you’re better positioned to pre-empt questions you may get from the Board. And take time out with the Marketing heads to see what plans they have for the brand promise this year and how what they do relates to what you do.

Stakeholder management

In a similar vein to the personal development, get in touch with the leaders of your organisation, colleagues in other functions or external partners you’ve always meant to engage with but always had an excuse not to.

Understand their role and challenges. Help them understand the value of having a focus on Customer Experience. Invite them to be part of your workshops and updates and welcome them into gang of internal CX champions.  Get invited to their meetings to put your (the customer) perspective into their planning.

Nurturing those relationships now will pay dividends in the weeks and months to come when initiating the connections may be harder to do.

Journey Mapping

If you’ve not done any journey mapping before it’s an insightful eye-opener and story-finder. It can still be done remotely and personally I use a combination of Zoom and MURAL.

It may lack the immersive nature of onsite workshops and ethnographic studies but the output will be better than doing nothing. It’s a great way for people across the business and partners to come together and learn more about their own organisation. Make sure that once you’ve looked at things from a customer persona’s perspective you validate it with real customers. You’ll have plenty of ideas so also ensure you also a clarity of direction to prioritise what should be done next.

If you’ve already carried out journey mapping, now is maybe the time to move on from the ‘end-to-end’ journeys. Instead, look at those micro-journeys, key moments or other personas you never thought you’d get round to. Even a small group of three or four of you can be productive. For example, an airport might look at what it’s like for a family with a disabled person to arrive at 3am in the pouring rain. Or, what happens when a wheelchair is lost? A housing association might review the experience of someone who needs a leaky roof repaired. Or a SaaS company may map the journey of its own Customer Success managers’ first day on the job.

CX Maturity Assessment

This takes a real step back from the day-to-day business to contemplate your customer centricity. Seek views from colleagues and those you’ve not met yet in the far-flung corners of the business on whether they know what the CX vision is and whether they’re clear about the role they can play. If there’s not a CX vision then prepare one as part of the CX Strategy – no business sets out to do a bad job but is there clarity on exactly how good you want to be and how committed to that you are? What does that look like on a day-to-day basis? What will you always do and never do?

Is the brand promise to “put customers at the heart of everything we do” something employees believe in based on what they see and hear?

It’s also worth reviewing your internal governance, the beating heart of your CX programme. Are the right people involved and does it have a strong mandate? Is it working effectively and cross-functionally in prioritising and assigning actions? Is it good at finding practical ways of sharing stories throughout the organisation and bringing it all to life internally? What leadership behaviours are present or absent in supporting the customer-led goals?

Future planning

We’re clearly still on a bumpy ride and so it may seem a little challenging to plan for a future when we’ve no idea quite what it will look like.

Nonetheless, there are positive signs on the horizon and history teaches us that we will be back up and running at some point. When that time comes, we don’t want to sit there looking at our competitors with envy and wishing we’d thought of that, wishing we’d made better use of our time now.

So, if we can, make time in the diary to think what we can do in future that is right for us and our customers. How can we act and behave, change and innovate in a way that means our competitors will be looking to us with envy instead? How can we be different and/or better at what we already do for our customers? How have our customers needs and expectations changed?

Apply some Design Thinking principles to solve your customers’ problems. Get creative, get innovative and don’t put any barriers in your way. The checks and “How the heck will we do that?” can come later.

The commercial reality is that the companies who stand the best chance of survival are not just the ones who are financially, strategically and operationally well-managed. They empathise with how they fit into their customers’ lives and give customers no reason to go anywhere else.

There is no shortage of evidence to show the positive, commercial impact of better customer experiences. So having an absolute clarity of direction and commitment to strengthen the customer experience will help protect the business in the near future and beyond.

Sadly, last year we lost Tony Hsieh but the Zappos mindset lives on. It is every bit as important now as it has every been:  “We’re in the people business, we just happen to sell shoes”. It’s a mindset that many more organisations would do well to adopt in times to come.

 

It is not an exhaustive list but I hope it helps is some small way. Please add your thoughts about what else are you doing or plan to do between now and when things return to some kind of normality.

But as I said at the start, I’m very aware that many friends and colleagues are losing their jobs or changes at work mean much of this may be academic. My thoughts go out to you. We will get through it. I know that when we have to dig deep it’s surprising how deep we can go. In the coming days and weeks there will be opportunities to regroup, reset and reboot.

The global community of CX professionals is fantastic at sharing and caring and it’s great to know you are out there. In that spirit, if you simply want to have a chat about what you’re going through or if I can be a sounding board for any questions around customer experience do let me know – message me on LinkedIn or email [email protected].

 

Jerry Angrave is Customer Experience Director at Empathyce, a CX consulting and coaching company. Jerry is a CCXP (Certified Customer Experience Professional) and author of The Journey Mapping Playbook published by De Gruyter in October 2020.

[email protected]   +44 (0)7917 718072

Customer Journey Mapping – a fun day with sticky notes or a strategic and cultural catalyst?

Done effectively, mapping the customer journey of today’s experience generates an invaluable list of tactical improvements. Unfortunately, it’s also often the limit of what organisations think customer journey mapping can do for them. There is, however, so much more value to be found.

For example, one of the many benefits is that cross-functional teams work together, sometimes for the first time, focused on one thing that unites them – customers.

They learn about their own business and forge new relationships with colleagues. They see ‘obvious’ things they witness or walk past several times every day.

From years of doing this type of work my advice, for what it’s worth, is simple: make time to explore why things are like they are because it surfaces issues that are more strategic and culture in nature.

Those conversations need to be had but are often drowned out in the noise of our daily work.airport passenger experience journey mapping

But armed with evidence of actions, behaviours and (the sometimes unintended) consequences of decision making, we can hold the leadership team to account. We can invite the CEO in to our sessions, look them in the eye and ask if the company is really committed to delivering the vision and values.

Because if it is, the customer journey mapping shines a spotlight on what needs to change if they are serious about it. The priorities for the overall Customer Experience and Employee Engagement programmes then also, crucially, take shape.

Or, when there’s an excuse for everything that won’t get fixed, it’ll become obvious that saying “We put customers first” is just convenient, platitudinous rhetoric.

Journey mapping – don’t let it be just about having a fun day with sticky notes. Done properly, it’s a compelling tool for customer-led change and a stronger business.

If you’ve not done it before, give it a go. See what your customers see. Talk about how it compares to your vision. See where those conversations take you.

If you have done it before, what did you get out of it – and how? It’s always good to share and learn!

 

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Jerry Angrave is Customer & Passenger Experience Director at Empathyce, a CX consulting and coaching company. Jerry works with airports and travel groups as well as in others sectors such as financial services, professional services, utilities and housing associations across Europe and in the Middle East to build strategic and effective Customer Experience programmes. 

Jerry is also a Certified Customer Experience Professional and trains others for the accreditation.

[email protected]    +44 (0) 7917 718 072

 

 

Making the hidden disability experience visible

How good would it be if this sunflower icon, to help identify people with a hidden disability, was as recognisable everywhere for what it is as the white stick that tells us someone has impaired sight?

It’s brilliant to see Liverpool John Lennon Airport adopt the sunflower and lanyard, the latest in a growing list of organisations, especially in the aviation and travel sectors. To be clear, it’s not about queue jumping or special privileges. The sunflower helps employees identify those who have a hidden disability so they can provide pre-emptive and relevant support in their built environment.

Speaking as a parent of someone with a learning disability, they really make a difference. To know that employees understand you might be just a hair-trigger away from a major meltdown, and the consequences that brings, is incredibly reassuring.

But airports, airlines, rail companies and supermarkets are just the tip of the iceberg.

I’d love to see a day when we’re just walking down the street, in the park or in a shop and the sunflower sends a recognisable yet subtle signal to anyone nearby that there’s a perfectly good reason not to jump to conclusions about the behaviour they see.

I tie a lanyard to my son’s scooter in the hope that, one day, people coming the other way will see it and so diffuse any awkward or unpredictable situation. A quick glance at Charlie may not reveal any signs of what lies beneath. But there are times when his social skills are not typical. I don’t blame employees or other members of the public for judging but it’s not great to know they are wondering “Are they stoned?”, “Are they a threat?”, “Has he got no control over that lad?” or – if they take advantage of support available – “Oh, the cheek of it”.

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So on behalf of people – and the family or carers with them – who might find interacting with the environment your organisation has created a challenge, a small plea: if you have customers visiting you, how might you provide sunflower icon on lanyards or wristbands? Or, at least, train your staff to recognise them for what they are if they appear at your place?

Other symbols and devices are available but there is also an argument for just one to become ubiquitous, to help your customers whether they’re on your site or on their home turf.

The wider its use, the more recognisable it becomes in Society and the better that must be for everyone.

A low-cost, simple design that can make a huge difference.  And for those whose leadership team still needs a business case beyond being the right thing to do, the commercial benefits are there too. If you make the experience easier, calmer and more empathetic for a customer why wouldn’t they want to keep coming back, spending their money with you and telling everyone else to do the same? Get it right for people with a disability and chances are, you’ll get it right for everyone – and your balance sheet too.

Finally, once again, huge credit and thanks to the brilliant, passionate people who are creating real momentum around these issues especially in the aviation world – people like Maria Cook, Geraldine Lundy, Samantha Saunders, Roberto Castiglioni, Chris Wood, Graham Rice, Cathy Nyfors, Eric Lipp, Bonnie Haye, Linda Ristagno, James Freemantle and many more.

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Thank you for reading the blog, I hope you enjoyed it and found it thought-provoking.  

I’m Jerry Angrave and I help people in organisations create better and more commercially-minded customer experiences. I’m a CCXP (Certified Customer Experience Professional), a CX consultant and am one of a handful of people globally who are authorised by the CXPA to train CX professionals for its accreditation.

Do get in touch if you’ve any comments on the blog, any questions around the wider competencies of CX or are interested in consultancy or training support.

Thank you,

Jerry 

[email protected]   |   www.empathyce.com   |   +44 (0) 7917 718072

Where to start customer journey mapping

Ok, so we like the idea of it. We’re planning a programme of workshops and we’re thinking about how the outputs will plug into everything else the business is doing. But, just where do we start with customer journey mapping? Which experiences should we focus on first?

After all, there are so many to chose from: do we pick the ones we’re most familiar with? The ones that generate the most complaints? Or the ones that will give us the greatest value? We can’t do them all at the same time so we need to prioritise; in other words, decide “who” is doing “what”.

Start your customer journey mapping

Customer Journey Mapping – a powerful tool but only if it’s strategic, efficient and influential

 

The persona/journey combination you choose will depend on a raft of considerations. That will include your business goals and the maturity of your existing CX culture but taking time now to find clarity will pay huge dividends in the future.

Customer journey mapping must be done in a strategic context, not in a vacuum or rushed. It must be effective in its methodology and its output must drive change. If it fails in any of those things, we’ll have a fun and engaging, but ultimately wasted, time in our workshops. And if that happens, not surprisingly, everyone will drift back to their day-job and next time we mention ‘Customer Experience’, eyes will roll sceptically. We’re also not looking at creating a process map here; rather, it’s about what it’s like to be on the receiving end of your processes.

Get it right though and you can share compelling stories that reshape the corporate mindset and behaviours. Your people learn more about their role in the business, you build a narrative around what it’s like to be a customer and you create that all-important internal momentum and excitement. You’ll prioritise your interventions with greater confidence, know where to take out unnecessary costs and know how to focus on creating innovative improvements.

Customer journey mapping is a powerful tool. But, back to basics. To get it right, we need to be clear about whose story will the journeys tell.

Deciding that can be easier said than done. Think, “Who, what, where, when and why?”. Just by taking the number of customer, employee and stakeholder personas, factored by the reasons they each might interact, the ways they interact and the products or services they’re engaging with and, at best, the permutations can run into the hundreds.

The first journeys you choose will depend on your own circumstances. It may already be clear but if not, here are a few considerations to help focus on what works for you:

You know instinctively – the one(s) you’ve been thinking about as you read this; the proverbial ‘burning platform’. Where is the investment in your brand promise being undermined? What is the issue everyone talks about or worse, the one everyone just dismisses as a barrier “because it’s always been that way”. If you could map only one journey, what would it be?

Which customers do you want more of? – use the insights from your data to identify which customers or partners are most valuable to you. Where does your revenue come from? The most profitable? The most likely to be active advocates? Work backwards from there, understand what they value and what the nature of their journey with you is.

High profile or political issues – it may not be a customer’s most significant journey but there’s an internal imperative for getting this one right. While the platform might not be burning as such, you know beneath the surface it’s smouldering and could ignite at any time. Showing the customers’ perspectives will help nudge everyone into action sooner than later, reducing the associated risk and snuffing out any complacency.

Be guided by your purpose, ambitions and CX Strategy – your values, strategic intent and corporate objectives will direct you to where your priorities are. How does today’s journey compare with what it should, ideally, be? Where are the gaps between today and how good you want to be? For example, if you set out to be “Earth’s most customer-friendly business”, you might look for the journeys where customers have the greatest interaction with your people.

Complaints, customer feedback and operational metrics – an obvious consideration, but your data analytics and qualitative feedback will be a good signal of where to focus effort. However, we know most unhappy customers don’t complain so don’t ignore the journeys where there may be less obvious signs of frustration. You might (should) also consider mapping the journey of when a customer complains or goes to the effort of giving you feedback.

Look beyond typical customers – thankfully we’re not all the same but processes tend to assume we are. For example, people with a disability and their families need to interact with the environment you create; I’ve often seen that if we get things right for people with a physical or cognitive disability we get right for everyone else too. And how do you deal with customers who are apoplectic with rage? They might be spitting blood because of the downward spiral created by your processes’ lack of any empathy rather than because they are simply nasty people who deserve to be ignored.

Not just customers – employees, partners, third-parties and stakeholders will all benefit from having their journey mapped. For example, it might be you can map a Customer Success Manager’s experience of getting a new client up and running. Or map what it’s like to go through your recruitment process to joining on day 1. If your employer brand talks about being a ‘meritocracy’ or simply a funky place to work, mapping out the journeys gives you plenty of evidence and stories to showcase your promise. If you outsource part of your branded experience, how easy is it for them to deliver the experience you want?

Be realistic about the scope – your customers’ journeys rarely begin at their first contact with you and most likely will continue well after their last. This is about how you fit into their lives, not the other way around. Keep it focused on understanding their experiences, not auditing your process maps. Often, today’s journey begins at the end of their last journey with you; a passenger turning up for a flight may still be seething about the lack of information from their delay last month or still has anxiety caused by an emergency landing the previous time. Can you show empathy there?

Still not sure? – get your team together and jot down the typical interactions a customer has with you over the life of your relationship with them. Organise them by themes and in chronological order. Some may last months or years; others may take minutes or seconds. But make a list and begin to pick them off one by one. If you do nothing else in the name of customer experience, do some customer journey mapping and see where it takes you.

 

Although we’re at the start of your journey mapping it’s also worth thinking about what happens afterwards; a journey should have a destination after all. So, some final thoughts:

  • Accept that you will need to build a programme of customer and employee/partner journeys to map over time; it’s not an overnight fix
  • What governance framework will you pour your outputs into? How will you keep the momentum going, communicate internally and avoid the maps gathering dust?
  • When and how will you get the journeys validated by customers? Until then, the maps will still remain an internal view of the world.
  • How will you use journey mapping as a stimulus for innovation using Design Thinking or ethnographic techniques?

Journey mapping is well worth the time and effort. It can be fun and creates ready-made cross functional teams of customer supporters. But, it does need careful planning if it is to support your strategic priorities, if it is going to be effective in its questioning and if it is going to influence what actions you take next.

 

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Thank you for reading the blog, I hope you enjoyed it and found it thought-provoking.  

I’m Jerry Angrave and I help people in organisations create better and more commercially-minded customer experiences. I’m a CCXP (Certified Customer Experience Professional), a CX consultant and am one of a handful of people globally who are authorised by the CXPA to train CX professionals for its accreditation.

Do get in touch if you’ve any comments on the blog, any questions around the wider competencies of CX or are interested in consultancy or training support.

Thank you,

Jerry 

[email protected]   |   www.empathyce.com   |   +44 (0) 7917 718072

When the sales experience falls into, rather than bridges, the gap

Depending on your definition of a customer, their experience starts well before they actually buy anything.

It might be what they’ve heard from others or what they’ve seen in the news. But if the brand comes knocking on their door that first impression is also a critical experience. Many get it right because it’s based on a real empathy with those they are trying to engage with.

However, it’s not always the case. Absent a clear customer experience strategy, what we think do as a business often looks very different when looked at from the customers’ perspectives.

 

For example, if any CEO is wondering why their Sales teams are not getting better results, maybe a quick look at how their initial engagement makes yet-to-be customers feel will give some big clues.

The quotes below are all real examples I’ve had in my inbox just this last week. There are others and I’m sure you’ll have your own ‘favourites’.

They are not trying to sell me something I don’t want. In fact, I could be interested. Just not with them. If I was ever asked for feedback about the Sales experience (a rare thing indeed), it might go along these lines:

  • Putting “Our 9am meeting” in the subject heading doesn’t spur me into replying out of panic.  Sorry to burst your bubble Sales folk, but changing it to “Our 10am meeting” in the follow-up really doesn’t make any difference either.
  • Saying “I’ve tried to reach you” is just lying – technology is quite good these days so I know if you’ve tried to get in touch as often as you claim. And when your colleagues use the same line every week, several times a week, it becomes very transparent.
  • Gasping “I can’t believe you’ve not signed up yet” and “I’d hate for you to miss out” is at best patronising and lacks any sincerity.
  • What’s more, should I be interested a reply to the email will go into a generic mailbox, not to the person who is (presumably) trying to create a relationship. It just shouts even louder about how you really don’t care if I get back in touch or not.

Does somebody seriously believe this type of approach is going to create an experience I want to repeat, share and pay a premium for? If these companies had any genuine interest in what I do and how they might help me achieve success, they’d look at their Sales activity as a meaningful experience not a bullying, volume-led, can’t-really-give-a-**** transaction.

I often come across businesses who fear the Sales team always over-promise because of the way they are rewarded. They then disappear off the face of the planet while everyone else tries to rally-round, clearing up the mess to deliver something close to an unrealistic promise.

On the flip-side, maybe the Sales team is frustrated that everyone else can’t keep up. Maybe they’re just doing what they’ve been told is best. But to create a first impression experience that is confrontational, misleading and deceitful creates no trust, no relationship. No commission.

They say the experience on the outside reflects the culture inside and they’re right. In the middle of a busy day, to be on the receiving end of these type of messages says heaps about what it must be like to work there. No clear strategy, just a numbers game where some very talented people will be wilting under the stress.

Intended or not, what they are saying to me is that it’s clear their focus is just on revenue, not on me as a potential customer. They don’t care if I buy or not, there are plenty more fishes in the sea. Friend and colleague Ian Golding wrote about a similar mindset very recently in this blog.

These companies are not some anonymous outfit in a far-off land that’s acquired an email list; often they are large, global businesses who should know what they are doing. These companies will make some money for sure but that short-term approach breeds complacency and stores up problems for down the line.

If they applied a dose of customer experience thinking they could, however, make a whole lot more money. If only they didn’t push their potential customers away before they’ve even got close.

 

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Thank you for reading the blog, I hope you enjoyed it and found it thought-provoking.  

I’m Jerry Angrave and I help people in Customer Experience roles do what they need to do. I’m a CCXP (Certified Customer Experience Professional), a CX consultant and am one of a handful of people globally who are authorised by the CXPA to train CX professionals for its accreditation.

Do get in touch if you’ve any comments on the blog, any questions or are interested in training or consultancy support.

Thank you,

Jerry 

[email protected]   |   www.empathyce.com   |   +44 (0) 7917 718072

Ten hidden benefits of customer journey mapping

The benefits of customer journey mapping are well documented; it’s an incredibly valuable exercise that gives the business a shared understanding of what it’s like to be a customer. And, therefore, a clear picture of what should be celebrated, what should be done differently and why.

Journey mapping is a means to an end. It’s not, as some people see it, about having a pointless happy-clappy day with Post-it notes and Sharpie pens.

Done effectively and on an ongoing basis, what customer journey mapping tells you can be one of the most effective strategic and economic tools a business has in its armoury. But not everyone sees it that way and as CX professionals we often need to help sceptical stakeholders ‘get it’.

So, for what it’s worth and to help anyone trying to convince a non-believer to begin mapping customer journeys, I’ve put together a list of some of the additional pleasant surprises – sorry, “commercial benefits” – journey mapping delivers.

 

1 Catalyst. It’s a great place to start.

Companies often struggle to get momentum behind a fledgling customer experience programme. If you do nothing else in the name of customer experience, map a customer journey and see where it takes you.

The beauty of journey mapping is that it’s easy to do and even just a couple of hours or a day’s workshop can set things on the right path.

It will challenge dangerously complacent beliefs that there is no burning platform. And even if it becomes apparent that today’s customer experience isn’t inherently broken it will provide plenty of ideas for how to keep up with expectations in future.

 

2 Engagement. Hey presto, you’ve created a CX focused, cross-functional team.

At a recent workshop I facilitated, one participant stopped in her tracks when telling her persona’s story to the group. She observed that this was the first time that organisation had brought everyone together who had some involvement across the entire journey. Pennies dropped, dots were joined and new relationships created there and then.

They’ve stayed together as a group ever since and have created mini-task forces for other journeys.

Involvement in these types of workshops creates excitement but also an expectation that things will change. That has to be managed carefully but what you do have now is an army of internal CX champions who will help spread the word.

 

3 Value. The outputs have all sorts of uses, just make sure they’re not filed away.

The biggest risk to journey mapping is that once the journeys are mapped, the persona stories are told and the findings are documented, they get filed away and never see the light of day.

Make it a living beast so it never fades away. Put the journey on a wall or on the intranet so it’s visible to everyone. It’s a great opportunity to get thoughts from other employees who can to wander past and add their thoughts over a cup of coffee. Keep it alive, use it to generate interest and action.

It prompts all sorts of conversations about the issues and opportunities. And it’s also a great visual to show new employees what their customers experience too.

 

4 Simplicity. As they say, simplicity is a very sharp knife.

It doesn’t have to be complex to be value-creating. As with many things in life it’s easy to over-engineer. Journey mapping does need to work hard to be from a customer’s perspective but often the simpler the structure and framework the better.

One client told me they were keen to do some mapping but couldn’t take the team out for a whole day. Instead, they took a bit of time in a team meeting; better than nothing. The format was quick but follows the same approach as a full workshop; sketch out what the customer is trying to do and why, then across the stages, look at what they are thinking, doing and feeling.

Then ask what you measure; do you know how well you do the most important things?

Review what you’ve written down and agree some actions. First journey map, done.

 

5 Themes. Over time, helpfully, common issues rise up to the surface.

Journey maps should never be reviewed in isolation. Whether you run one journey from the perspective of several personas or you look at multiple journeys, it’s very likely you’ll find common threads emerging.

So, while one specific issue raised may not be critical to that journey itself, we should take notice when that same issue appears in other journeys for other customers, employees or third parties.

A quick example from a mapping programme I ran late last year. Although they weren’t cited as major challenges in their individual workshops, it became apparent in every one of a dozen or so sessions that three themes stood out; there was a lack of understanding about what the brand stood for, employees desperately wanted/needed a good CRM system and there was a genuine concern about a lack of consistency in delivering the experience across all touchpoints.

 

6 Education. For me, the biggest benefits in mapping customer journeys is often the conversations happening between colleagues during a journey mapping session.

It’s common to hear things like “Oh, I didn’t know that’s what you did”, “Does anyone know what happens if…?” and “If you can get that information across to me in a different format I’d be able to do my bit for the customer better”.

Because we have people from all steps of the customer journey in the room, those conversations can happen and are invaluable. They might not be the conversations you want in front of customers, which is why I’d always advocate bringing them in to the process once you have your initial draft journey. Which brings me to the next point.

 

7 Connection. As if you needed one, it’s a great excuse to connect with customers.

The good news is that you now have a journey map. The better news is that it needs validation by customers to have any credibility.

So once you’ve had those awkward educational, internal conversations you can invite customers to give their views. Even if they end up not participating, the act of asking their opinion goes a long way.

 

8 Outliers. Small sample sizes should always be treated with a big degree of caution.

However, journey mapping can unearth some behavioural outliers that are worth noting and following up on.

I recently ran an employee experience mapping session where one of the personas was that of someone getting promoted. In the “What are they thinking?” section, a comment was made that they hoped their previous peers would now “fear me”. The sticky note was written and put up on the wall. No-one challenged it despite many internal communications extolling the values of ‘our family’ and ‘camaraderie’.

Likewise, one comment from a senior executive who said they – a company who claimed to give “exceptional client experiences” – would only ask clients for feedback if the client can be billed for the time.

Such anecdotes might be limited to one or two people. They’re easy to brush aside, but if there’s a latent attitude problem – especially if that’s coming from the leaders of the business – it’s better to find out and address it.

 

9 Focus. The whole point of journey mapping is to generate ideas and be confident in what you do next.

That said, the workshops will give you tens if not hundreds of suggestions. It’s a nice problem to have but can also feel overwhelming. Where now?

Part of the solution is right there on the day in the journey mapping workshop; your colleagues. Make the most of the opportunity and ask them to vote on the issues that they think are the most important.

You might have a thousand sticky notes, but voting will give you an instant proxy for where the top issues lie and which warrant further investigation.

One word of caution though. Be prepared that when you validate the journey with your customers, they may highlight different priorities. Far from being frustrating, treat it like gold-dust. Without going through that process you wouldn’t know what’s important to them. You’d have everyone doing lots of stuff, just not necessarily the right stuff.

 

10 Fun. Seriously, have some fun.

One of the best benefits of customer journey mapping is that it’s simply a great way to bring people in your business together. It’s far from being a dry exercise and is, unintentionally, often a great way to foster employee engagement.

They’re on their feet adding value, not being talked at. They’re being asked for their opinions, to role-play personas and to think creatively. They’re asked to think about different scenarios and “What if…?” ideas.

It might stretch a few people who haven’t totally bought in to why they are there. Look at journey mapping workshops as you would a customer experience though. You want them to come away engaged and enthused, telling everyone else about it.

So if they get distracted, go off on wild tangents and have a laugh they’ll share the stories.

Before you know it, you’ll be everyone’s best friend and more and more people will want to get involved in helping you making your business customer-centric.

 

If you set out to convince a sceptical stakeholder to do one activity that increases employee engagement, deepens customer empathy and prioritises finite resources all at the same time, you’d really have to go a long way to beat journey mapping.

I hope that gives some food for thought but I’m sure you’ll have other benefits of customer journey mapping too – let me know!

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Thank you for reading the blog, I hope you found it thought-provoking.  

I’m Jerry Angrave and I help people in Customer Experience roles do what they need to do. I’m a CCXP (Certified Customer Experience Professional) and am one of a handful of people globally who are authorised by the CXPA to train CX professionals for its accreditation. I founded Empathyce after a long career in CX and Marketing roles and am now a consultant and trainer. 

Do get in touch if you’ve any comments on the blog, any questions or are interested in training or consultancy support.

Thank you,

Jerry 

[email protected]   |   www.empathyce.com   |   +44 (0) 7917 718072