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Is Revenue Hiding in Plain Sight? Six Steps to Refocusing on the Customer

Leading a B2B organization is a lot like trying to change the wheels on a bike while you’re still riding it. Half of the time, you’re rethinking internal systems and how to assemble them in new ways. The other half, you’re just trying to keep the business running and avoid any major potholes. There are many different ways to drive an organization, but if you’re not thinking about customer experience at every touchpoint, it might be time for a tune-up.

Sales, Engineering, or Marketing?

If you’re a sales-led organization, you’re primarily focused on revenue, deals, price, and market share. You empower your sales team, invest in training, and drive a disciplined, well-executed process. At the end of the day, you want them to hit their quotas. This model can be very effective. The challenge is that each individual salesperson often creates their own tools to get the job done. This can result in an inconsistent brand experience, where every customer is getting a different version of the story. Moreover, a sales-over-everything culture can create burnout and impact your roadmap with one-off requirements that can’t be scaled across the customer base.

Hundreds of startups in Silicon Valley are engineering-led organizations, with a heavy focus on sophisticated software, data, and analytics. Code supersedes everything, and every possible process is optimized for iterating as fast as possible. When you move fast and break things, you can create something extraordinary. But you can also fall into the ideological trap of building just for the sake of it. It’s not that you can’t be successful, but you run the risk of creating feature-functions that don’t satisfy an unmet, underserved customer need.

Marketing-led organizations are all about researching and identifying products or services that your customer needs and wants. In theory, it’s a fantastic model that is mutually beneficial to both the customer and the organization. Unfortunately, in practice, there can be some barriers to entry. Startups, for example, often don’t have the luxury of being marketing-led, as they need to allocate their resources to engineering and sales. Marketing is something they’ll invest in later when they are doubling-down on growth. In addition, it can be trickier to get consensus in a marketing-led organization. Whereas sales and engineering have more objective metrics to fall back on, the success and execution of a marketing-led organization often hinges on whether it becomes an essential part of a company’s DNA.

Customer Experience Is the Best Teacher

While all of these paradigms have their pros and cons, if your organization isn’t focused on customer experience at every touch point, it doesn’t matter which function is leading because you’ll be severely limiting your growth. The era of asymmetrical communications—top-down or inside-out, where companies push out messages in one direction—just isn’t working anymore. Customers are more informed, more dynamic, and have higher expectations than ever before. They are expecting a nuanced, two-way conversation. Plus, the link between online reputation and business performance is staggering. A recent study of the hospitality industry by Cornell University found that for every one percent improvement in a hotel’s online reputation, its revenue per available room improves by 1.4 percent.

Companies need to be receptive and customer-centric if they want to thrive in this climate. This starts with an authentic focus on providing a superior customer experience backed by a clearly articulated purpose. Why? Because purpose is not only contagious—it sustains growth. According to New York Times bestselling author Simon Mainwaring, 91 percent of consumers would switch brands if a different one was purpose-driven and had similar price and quality.

The Spirit of Customer-Centricity

Now, you might think that marketing is the only place for such a customer-centric mentality, but that’s not the case. One of the biggest mistakes you could make is thinking that the customer only interfaces with a singular marketing message or website. They interact through the product, through sales, they might be phoning client services or tweeting at a support channel. All of those touch points have to represent the company and brand in a meaningful way.

If you’re a VP of Engineering, chances are you don’t want your top brains spending a lot of face-time with a customer. You want them in front of the screen where they can put their talent to work. But that doesn’t mean you can’t take steps to instill a spirit of customer-centricity in their role.

For instance, product managers should be regularly analyzing the interactions of the customer with the product, as well as talking with customers directly, so they can turn those insights into requirements for engineers. It’s about getting the perfect balance of qualitative and quantitative inputs. If you don’t consistently remind your employees who they are building for, they can lose track of the “Why?”—that larger, aspirational goal of why you’re building products in the first place. Here are some tangible steps every organization can take to create a culture of customer-centricity.

Six Steps to Refocusing on the B2B Customer

  1. Don’t make assumptions about your customers. I’ve been in countless meetings where someone quickly whiteboards a customer journey—all without ever talking to a real customer. When NYPD Commissioner Bill Bratton was tasked with reducing crime in New York, he didn’t just read reports—he rode the rails himself. Quantitative data will get you far, but you can’t really put yourself in the customer’s shoes without qualitative data. That’s how you truly get an outside-in perspective.
  2. With B2B, never forget the customer’s customer. When you’re working with a large enterprise, it’s easy to forget the effects your decisions will have on an individual. You must think all the way through the customer journey. Try to create meaningful outcomes at every step in the process.
  3. In the B2B marketplace, you should design with the same love and attention to detail as you would for consumer products. You may think, “I don’t care how it looks, it just needs to work,” but in an increasingly crowded marketplace, creating differentiation through a delightful customer experience is key.
  4. Never underestimate the power of authentic customer stories. They serve as great collateral for sales, marketing, social media, and remind those in your company who don’t get to interact directly with customers of the impact they are making. Currently, 71 percent of millennials report feeling not engaged at work. But if you’re able to create a situation where employees derive meaning from their work, everything changes. A recent Harvard Business Review study found that employees who derive meaning from their work report almost twice the job satisfaction and are three times more likely to stay with their organization to fuel business success.
  5. Consider your partners. Especially if you’re a B2B selling through a channel, you need to be cognizant of the needs of your partners, as well as your customers. How you show up to your customers is incredibly important, and that’s why you must always maintain brand integrity through each and every channel.
  6. Executive alignment is everything. When you get alignment at the highest level, it cascades throughout the whole company, ensuring that all functions are cohesive and onboard.

Customer-Centric ≠ Customer-Led

You may have noticed that I have avoided the phrase customer-led. There’s a key difference between being customer-centric and customer-led. As Henry Ford said, “If I had asked people what they wanted, they would have said faster horses.” Everything you do should be aimed at creating a fantastic customer experience. Nonetheless, you don’t want people-pleasing to get in the way of innovation. Customer feedback is incredibly important, but it can’t be the only data point. When that happens, it can lead to a dangerous feedback loop that creates tunnel vision. Trust your team, create an environment for risk-taking, and then go test the results.

At the end of the day, it doesn’t really matter conceptually who is driving the company. What matters is that everyone deeply understands the pain points of the customers they serve. Everyone, regardless of role, should have a relationship with the customer.

As a leader, you need to facilitate an internal evolution where employees are not only passionate but can see the real-world results of their work. Belief is one of the most powerful tools in business. When people believe in what they are doing, they work harder, smarter, and with their whole hearts.

Emotive Brand is a brand strategy and design agency based in San Francisco.

Customer Journey Mapping: The Key to Delivering on the Experience You Promise Customers

Everyone’s Offering ‘A Great Experience’

Today, brands that aren’t focused on the entire customer experience simply can’t compete. Every touch point counts. Every interaction matters. Brands are expected to live up to their promise at every moment. And to do so, everyone within a business must behave in ways that help make this promise ring true authentically.

We see a lot of brands today differentiate themselves on “great experience” or “unparalleled service.” But in order for businesses to truly commit to creating unrivaled customer experiences, they have to fully align their value with what people truly care about and need – at every brand moment. This requires getting to the heart of what these pains and gains are and when and why they are happening. How? Customer journey mapping.

Customer Journey Mapping, A Different Type of Research

When conducting consumer research, the mistake a lot of businesses make is framing themselves as the stars and consumers as the extras – how can consumers fit into our story? Customer journey mapping, on the other hand, flips the script. It asks: how do we fit into consumers’ lives? Their cognitions? Emotions? Social realities? Priorities? What’s going on in peoples’ lives and how can we better fit into them? How can we shift and adapt to consumers’ needs and desires?

Through this approach, customer journey mapping can uncover what role the brand plays in peoples’ lives and optimize the whole customer experience to a certain set of emotional and situational circumstances. 

Customer journey analysis examines the entire journey people go through with your brand – even before they make any kind of contact with you. It’s an approach that yields a full understanding of what your business does, and doesn’t, fulfill for people. It offers a more sophisticated way of looking at how connections are built with your customers.

Customer journey mapping can help your brand connect more meaningfully with people. Here’s how:

1. Alignment

Journey mapping fosters alignment by bringing organizations into sync with the people they are looking to serve. By analyzing the physical maps, businesses gain a holistic picture of how their purpose, intention, and investment can be positioned to be the most powerfully differentiated from their competition. By uncovering what moments really matter in a customer’s entire experience, the whole team can get aligned around how to connect, behave in line with the brand purpose, and evoke the right emotional impact at every moment during a customer’s journey.

By getting to the heart of what customers are thinking, feeling, and perceiving along their whole journey, your organization can better align the way it does business with customer needs.

2. Respect

Customer journey mapping looks at the entire customer experience: every interaction and every moment of contact. For a lot of employees who may struggle to see the ways in which their role matters, seeing this kind of map can be an a-ha moment. The importance of their work really sets in.

Seeing the journey from start to finish, people discover that everyone is a key player. Everyone within the organization contributes to the way customers perceive their experience. As such, people start to recognize the roles of those that are less visible in a customer’s experience. They recognize that everyone (receptionist, project manager, sales person…) contributes in essential ways.

Because it reveals the contributions of teams and individuals, it can help people celebrate what they are doing well. People across the board feel more valued and more important. They feel more empowered to contribute and shape the way people experience the brand.

3. The Whole Picture:

Some research can be confusing or misleading because it only offers a single segment or chunk of data or meaning – a piece of the puzzle. However, customer journey analysis is unique because it provides the whole picture, even before the brand enters the scene. By unveiling the shape of the entire overall experience, journey mapping gives a unique view of what you do and why you matter – from the outside in, not inside out.

The maps themselves offer helpful mental models for everyone across the organization – helping people to understand what they are trying to accomplish with every interaction and at every brand moment. With this whole picture view, interdependences are more easily seen, and you can be more strategic about your areas of focus, as well as figure out where the real opportunities lay.

This kind of shared visualization can also be of great value for businesses today who may be stuck in a siloed way of thinking. People can contribute their own insights to it and the maps can shift and flex as business does. Embracing the whole picture is the way to create a compelling, consistent, meaningful, and differentiated customer experience today.

Qualitative Data, Back it Up

At Emotive Brand, when we do customer journey mapping it means in-depth interviews that help people bring us into their world. We take the time to build rapport and spend an extended period of time with the people we are interviewing. This kind of qualitative data gets to the what, why, and the how.

However, qualitative data always needs to be validated. That’s why we always back up our findings with quantitative data – often in survey form. This quantitative data helps answer the question: to what extent are our findings valid and true? The combination of quant and qual is key and helps ensure the usability of the maps.

That being said, customer journey mapping is meant to be a living tool. It should be updated and used as something you can measure against. It’s important that people don’t just see it, but that they use it too. Keeping it up-to-date can help ensure that it is being used in the most powerful, impactful ways.

If you want to enhance the power of your customer experience, look to customer journey mapping. Investing in this kind of mapping and strategy will ensure you deliver on the great experience you promise and connect more meaningfully with the people who matter to your business.

Emotive Brand is a San Francisco brand strategy and design agency.

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Enduring Brand Lessons from the Worlds of Retail, Restaurants, and Other First Jobs

Is there anything as formative as our first jobs? It’s a magical time when the newfound autonomy of getting a paycheck is immediately countered by an ugly truth: making money is hard work. For many of us, first jobs start in the worlds of retail, restaurants, and other seemingly unglamorous customer service gigs. There are, by definition, entry-level positions, but don’t let that fool you. Any job that puts you in front of people — people with highly-specific desires, big expectations, and virtually no patience — requires a herculean amount of smarts and emotional intelligence.

There is a certain social stigma against customer service positions. We are taught to laugh off those early stints and seek out “real jobs.” The truth is, the early lessons from those first jobs can form the bedrock of great branding. You must embody consistency, differentiation, experience, and the simple fact that when you win someone’s heart, it’s not long until you win their wallet.

The following is a roundtable interview with the Emotive Brand team about their first jobs, and how those early experiences have informed how they approach branding today.

Saja Chodosh, Writer

For two years during the summer, I was a hostess at a pub in Salt Lake City. Naturally, I had to deal with a lot of drunk or impatient people. One of the first lessons you learn is: tone really matters. You can relay the same basic information — It’s going to be an hour-and-a-half wait — with drastically different tones and get drastically different results. It’s the difference between someone storming out or someone saying, “It’s cool, I’ll just get a drink at the bar.” As a writer for brands, tone in copywriting is super important. Just like at a pub, it’s going to affect how long people are willing to interact with you.

Kelly Peterson, Project Manager

Believe it or not, I was actually a papergirl. Every Wednesday, right around the corner from my middle school, I would plug in my iPod and run the streets. It was all about how you can be most efficient before it gets dark. It’s a lot like solving how to get the most out of people before a deadline. You had your regulars, the people who would plan to see me at the same time every week. They depended on that consistency – getting consistent value at the same time, no matter what. Plus, the emotional connection of being able to take time to chat with their neighborhood papergirl – despite my sunlight influenced deadline. As a project manager, consistency, efficiency, and people skills all factor in.

Shannon Caulfield, Project Manager

For better or worse, in Burlingame, I was known as the “frozen yogurt girl” because I worked so much. That job is where I really learned the importance of customer experience, and how a brand’s perception totally depends on their people. We took our Yelp reviews super seriously. If someone took a picture of a frozen yogurt that wasn’t perfectly swirled, we got in trouble. If you’re a company, you are producing thousands and thousands of customer experiences every day — but you have to remember, the customer only gets that one impression. When you don’t treat each experience with care, they could walk away with a bad taste.

Carol Emert, Strategy Director

One summer during college, I traveled around Denmark, Sweden, Norway, and Finland, writing for the “Let’s Go: Europe” travel guide. It was fun but pedantic work, researching transit schedules, hostels, and cheap eats. The big lesson I took from that time is that people love to tell their story. It may feel like an imposition, but when you show a genuine interest in someone else’s experience, most people delight in being able to talk about themselves and their interests — whether it’s their hometown in Norway or their relationship to a product or a brand. It’s not universally true, but when you want to hear someone’s story, it’s usually possible to find people who are happy to share. Today, as a consumer insights researcher and brand strategist, I am quite unapologetic about asking people to share their story.

Joanna Schull, Strategist

My first real job was working at Häagen-Dazs. As part of the training, you must learn to do everything. Whether you’re the manager or have only been there for a week, you need to know and be willing to do all the tasks. And that’s because, if you’re a customer, you don’t really know or care about the difference between who’s a manager and who’s not; you just want a great experience. No matter your place of employment, you should always be willing to do all aspects of the job. If you’re the CEO of an international coffee conglomerate, you should still know how to pull an espresso. At the end of the day, you need to know how to do the thing and live the brand. Everyone should understand the ins-and-outs of what makes the customer happy.

Also, when I was a lifeguard, I had to assert control over people who were considerably older than I was. I needed to find a way to convince adults to follow the rules, to follow my rules, and to keep people safe without being a jerk about it. It’s challenging to exercise authority when it’s questionable whether or not I should even have authority. In our line of work as consultants, we’re often working with people that are unbelievably successful, and the question becomes: how do you get them to trust you? How do you lead them through a process that might be uncomfortable? You need a mix of confidence and humility. Whether you’re leading a workshop or watching a pool, you’re not there to be the most important part of the engagement. You’re there to make sure things work seamlessly.

Keyoni Scott, Junior Designer

I’ve had a ton of jobs — pizza delivery, clothing stores, sandwich shops — but I learned something interesting about working at this deli in Yountville, a small town in Napa Country. You know, Napa has a certain association of being a very high-end, maybe even uppity place. There are the stereotypes of the fancy, wine-tasting people. I think it taught me the importance of ignoring assumptions, and really taking the time to truly know your audience. Regardless of stereotypes about a place, everyone is different and brings something unique to the table. Working in a deli, it’s a matter of being able to read people quickly. You should engage people on an emotional level, and get a real idea of what their life is like. Reading people goes a long way, creates stronger bonds, and ultimately, earns you more tips. Knowing when to joke with customers — or clients — goes a long way. Don’t make assumptions about your audience. Take the time to read them.

Robert Saywitz, Senior Designer

Oh man, I’ve worked as a host, a busboy, an ice cream scooper. At an all-you-can-eat buffet, I was literally the muffin man. When I was going through art school, I worked part-time as a waiter. In general, working in the service industry not only teaches you how to engage with difficult people, it teaches you extreme empathy. It informs you how to be a considerate and normal person when you walk into a restaurant, and that there are two sides to every story. It’s a brutal, but necessary lesson to learn. I truly believe that every single person on this planet should work in the service industry, like a military draft. Because here’s the real lesson: it teaches you how not to be an asshole. Working in a restaurant is a lot like working at an agency. You’re dealing with all sorts of different job positions — writers, strategists, designers — with tight deadlines and many links in the chain. Things simply won’t get done if you’re not a well-oiled machine. You can have the world’s best menu — if the chef and waiters and hosts aren’t communicating well, no one is eating there.

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So, whether you’re entry-level or enterprise, serving up mixed drinks or massive deliverables, we hope you find something to take away and apply to your brand. To misquote Gertrude Stein, “A job is a job is a job.” No matter your position, there are tangible steps you can take to make people fall in love every time they interact with your brand. And if you have lessons you’ve learned from early jobs, we’d love to hear about them in the comments.

Emotive Brand is a San Francisco brand strategy and design agency.