Categories
Strategy

Qualitative vs. Quantitative Data In CX Design: Everything You Need to Know

This is a common issue for many organizations, big and small, but it’s not an impossible one to solve!

 

If you’re experiencing a similar situation, you need to invest in gathering persona data that will not only tell you who your customers are and what they care about, but why they care and how they expect brands to make them feel.

 

To get started, let’s define each set of data, how it’s gathered and what it’s used for.

 

What is qualitative data?

Qualitative data – or primary data – is commonly gathered by businesses and plays an important role in understanding target audience sentiment and informing customer journey design. By conducting unstructured or semi-structured first-person user interviews, discussions, on-site observations, in-house moderated user testing, web analytics, and focus groups, qualitative data-collecting techniques allow companies to interact directly with their key customers, see how they’re using their products or services and receive feedback in real-time. It helps define the customer journey and establish an initial foundation and understanding of all internal and external customer experiences.

 

There’s just one problem: Sometimes people don’t know what they want, don’t have the words to truly express how they feel, or simply, aren’t honest.

 

That’s when quantitative data comes in.

Quantitative data enhances primary research and design efforts by quantifying key problem areas.

What is quantitative data?

Quantitative data – which can be gathered through a variety of structured surveys, questionnaires, and polls – is essential secondary research. When transformed into statistics, it enhances primary research (qualitative data) and design efforts by quantifying key problem areas. It also allows marketers, developers, business leaders and customer experience drivers to peer into customer details, attitudes, and behaviors from a data-driven standpoint, and test hypotheses established from qualitative data.

Qualitative Data vs. Quantitative Data: When Should You Use Each & How?

Let’s start with the when. To craft the best customer experiences, companies should collect and analyze both data sources on an ongoing basis. Because – and this is a big one – audiences and their expectations are always changing. By executing primary and secondary research to gather qualitative and quantitative data, companies make themselves better equipped to not only identify, but truly understand their customer base – how they interact, experience, and feel about a website, application or overall brand.

 

And don’t forget to gather employee input, as well! Employees are often the first to know what’s working and what’s not. Most organizations shy away from gathering input from employees, but in our experience, leveraging this powerful knowledge base sooner rather than later helps identify root challenges and opportunities to improve faster and more effectively.

 

Also read: Crafting Employee Experiences That Improve Customer Experiences

 

Now, the how. After both qualitative and quantitative data has been collected, follow these steps:

Map your qualitative data

Example of mapping internal & external qualitative data

Using the qualitative data gathered, map internal perspectives around critical touch points and test it against customer feedback that was collected. This should reveal discrepancies between what internal teams believe is important, versus what customers assign value to. By taking this qualitative approach, teams can visually display opportunities and challenges within the current experience. Providing a picture that illuminates the differences between internal and external stakeholder perception makes achieving cross-functional alignment on future plans easier. There’s not a whole lot to argue about when the writing’s on the wall.

Pinpoint exact moments of friction and/or leverage in your customer journey

Utilize quantitative methods via surveys and other previously mentioned techniques to analyze customer sentiment – opinions and responses – as well as perspective at every stage of the journey. Keep in mind, each interaction a consumer can have with your brand, both passive and active, is a touchpoint and part of your overall brand journey. Therefore, every interaction must be diligently and continuously monitored, evaluated and iterated because one singular touchpoint can cultivate customer affinity or aversion.

Pair quantitative customer sentiment with a qualitative understanding of the user journey

Pairing qualitative and qualitative data

Quantifying the customer journey creates a data-driven understanding of the critical inflection points that drive loyalty and churn. This naturally illuminates root causes of friction (or conversion!) and enable teams to be data-driven in problem solving and planning for future CX initiatives and investments.

How To Use Qualitative & Quantitative Data To Decide on Next Steps

At Tallwave, we create an ‘Impact Matrix’ – this tool highlights opportunities for improvement and compares the impact they’ll each have against the level of effort and investment they’ll require. This helps create alignment and buy-in for low-risk, high impact initiatives that are critical to shaping and improving the customer experience.

 

Find a similar exercise or tool to visually demonstrate all the opportunities that lie ahead and inform the build of a new strategic roadmap that can take your teams and company into the future.

 

Perhaps most importantly, don’t let perfection get in the way of progress! Making big system changes to your end-to-end user experience may take time, but avoid trying to solve it all at once. Identifying the biggest opportunities and making incremental improvements over time, while learning along the way, will make a huge difference.

 

Last but not least, don’t stop. This isn’t a “set it and forget it” game. Customer behavior – be it with an existing website, application or with a brand across numerous touchpoints – must be closely monitored to ensure both user and business goals are consistently met. If they’re not, all teams – Content Strategy, Product Development, People & Culture, Performance Marketing – must align to identify solutions for evolution and continue growth.

 

Also read: Why Customer Experience Can’t Be All Data-Driven

Don’t let perfection get in the way of progress! Identifying the biggest opportunities and making incremental improvements over time, while learning along the way, will make a huge difference.

Bottom Line

Let data be your guide. Qualitative input is key, especially early on, but also leverage quantitative data as much as possible to make decisions. The combination of qualitative and quantitative helps you identify where there is friction, but also gives you the context you need to develop solutions that hit the mark. And if you don’t have the right data infrastructure set up today, that’s a good place to start.

If you need help collecting, comparing and mapping your qualitative and quantitative data to improve your customer journey and overall experience, contact our team today!

Categories
News Strategy This Week in CX

This Week in CX: Sephora Plans For a CX Makeover, General Motors Unveils Rebrand & More

Four words have been on repeat throughout our virtual office as of late – reband, redesign, rinse and repeat.

 

If you didn’t notice, Tallwave executed a total 360 rebrand in 2020 (what else was there to do when we were all hunkered down in our homes?!), so naturally, that’s been on the mind. And it appears some major legacy companies are changing their brand and visual messaging, as well.

 

Redesign is continuing to be a top priority for companies – big and small – in 2021. As the world changes and the new normal settles in, all businesses are being called to evaluate their customer journey, improve and iterate. And that’s no small feat. It takes alignment across all teams including research, design, content, development, marketing, branding and People & Culture to work towards a common goal and ultimately pull off a successful customer experience redesign. It’s a lot of work… we would know.

 

And lastly, rinse and repeat, or, as we often say, never set and forget. Now, these words don’t necessarily pertain to the stories we’re sharing today, but they’re crucial for any companies carrying out rebrands and redesigns to plaster on their walls. Why? Because even though both business milestones – rebrands and redesigns – require extremely heavy lifts, the job isn’t done once the final products and plans are announced and unveiled. Communities, customers, and cultural climates are changing faster than ever before, and with evolution comes new technologies, expectations and demands for businesses to do and be more.

 

So, cheers to the companies putting in the good work to serve their customers – employees and consumers – first. Celebrations are certainly in order. But once the dust settles, it’s time to go back to the beginning and measure, evaluate and continue to build.

 

With that said, here are the biggest business, tech and data developments that occurred this past week and will most certainly impact how we design and deliver the customer experiences of tomorrow.

 

Sephora: Your Scheduled Appointment For a Customer Experience Makeover Is Confirmed

 

Big kudos are in store for Sephora! On the heels of releasing “The Racial Bias in Retail Study,” the major beauty retailer announced plans to address and resolve racism, discrimination and other unfair treatment throughout their customer experience.

"Racial bias and unfair treatment exists at all phases of the shopping journey, even before a shopper walks into a store."

“It operates on multiple levels across the consumer journey,” Cassi Pittman Claytor, one of two academic partners who collaborated with Sephora to conduct the study, says in the report. “From the very start when people even think about things that they want to buy, to actually making a purchase, using a good — every step along the consumer journey, retail bias, racism is evident.”

 

The statistics in the report are pretty bleak, but if viewed through a different lens, they also uncover major opportunities for all retailers to make change. According to the study:

  • Three in five retail shoppers have experience discriminatory treatment
  • Two in five shoppers have personally experienced unfair treatment on the basis of their race or skin color
  • Three in five employees have witnessed bias at their place of work
  • Three in four retail shoppers feel that marketing fails to showcase a diverse range of skin tones, body types and hair textures
  • Four in five retail shoppers don’t believe there is a representation in brands or companies that are made by and made for people of color

To put actions behind their survey and words, Sephora revealed their D&I action plans to cultivate a sense of belonging for all consumers, regardless of race, skin color or shape, and they hope other retailers will do the same. The plans include new production guidelines designed to increase diversity in all marketing materials; improved in-store processes and mandates for greeting customers and gathering monthly D&I feedback; and more inclusive talent and employee recruiting, mentoring and training programs related to unconscious bias. Progress made across all sectors of their customer journey will be shared publicly on a bi-annual basis on a dedicated section of the company’s website.

It’s this full-picture approach that’s going to make the biggest impact.

 

“As companies take an introspective look at how well they’re serving the full diversity of their customer bases,” says Jessica Pumo, Tallwave’s Vice President of Marketing, “the most effective strategies for addressing racial bias will be those that consider the customer experience holistically across the entire customer journey and how well that experience meets the needs of all customer personas at every touch point.”

 

While strong representation in marketing, in-store staffing, and product assortment are key for creating an inclusive customer experience, Jessica says the employee experience is also paramount.

 

“Employees are the key drivers of customer experience. Sephora’s efforts to not just train employees on diversity, inclusion, and unconscious bias, but to create an employee experience that delivers on the emotional outcomes they want to create for their customers should help them set the stage for authentic, lasting change.”

 

Also read: How to Craft Employees Experiences That Improve Customer Experiences

Even the Motor Vehicle Division (MVD) Is Evaluating Their Customer Experience

Get ready to put “new vehicle registration tags” on your next grocery store list. The MVD is expanding its efforts to improve their current services because, well, frankly – and I think everyone would agree – the experience stinks.

 

“DMV’s have so much opportunity to improve customer experience,” says Tallwave’s Senior Digital Intel Strategist Brooke Weidenbaker. “You would be hard pressed to find someone who enjoys going to the DMV.”

 

Luckily, individual states are aware of their CX problem and looking for ways to improve. Just this past week, New Mexico started testing self-service vehicle registration kiosks at the popular chain grocery store Albertsons. To speed up the registration renewal process and print new tags right on the spot, shoppers can visit voice-enabled kiosks before or after picking up their weekly supply of eggs and milk.

"The kiosks will be able to collect data that otherwise might not be available at the in-person locations."

“We’re excited about being able to offer a convenient way for MVD customers to take care of business with us. Whether it’s online, over the phone, in person or now through these new self-service kiosks, we are committed to finding the best ways to serve everyone,” Taxation and Revenue Secretary Stephanie Schardin Clarke said in a recent news release.

 

These new self-service registration kiosks New Mexico is trying out are an excellent start.

 

“Not only in providing consumers another option but also from a data perspective,” Brooke further explains. “The kiosks will be able to collect data that otherwise might not be available at the in-person locations. This is a great step in the right direction that will hopefully kickstart more improvements to the MVD experience across the country.”

 

Well, if nothing else, I know one thing: I’m buying an electric car next so at the very least, I don’t have to deal with emissions and the MVD. Which, speaking of emissions, brings us to our next story…

 

Also read: What Is CX & Why Does It Matter?

Kia and General Motors Unveil Rebrands For a Cleaner Future

New year, new me isn’t just for individuals – it’s for entire organizations, as well. Kia and General Motors both announced huge rebrands this past week, introducing updated visual logos and identities.

Kia's new logo 2021

“We designed the [new] logo around two basic principles. The first is symmetry that symbolizes a sort of stability and confidence that we have towards the future,” explained Karim Habib, Head of Kia’s Global Design. “The second principle is the rising gesture that you see on the K and on the A, meant to symbolize a rise in what we want to achieve with the brand and what we provide in terms of the brand experience to our customers in the future.”

 

General Motors also unveiled its modern-twist on their original logo that hasn’t substantially changed since 1964 – the change is meant to visually communicate its shift towards focusing on zero-emission vehicles.

GM's new logo 2021

As seen in the image above, the custom-designed font is now all lowercase with the ‘M’ featuring arches that symbolize the prongs of an electric plug. The more vibrant color is meant to represent their hope for bluer, cleaner skies.

 

“A logo is the customer’s front door to the brand,” says our Art Director Sean Tucker. “It is usually the most visible component and it represents the brand at the highest level. A great or compelling logo can make an impactful first impression – a chance to put a stake in the ground and say ‘this is what we stand for.’”

 

But Kia and General Motors did more than just rebrand their visual logos. They also evolved their overall messaging.

 

“The new Kia is undergoing a full transformation to deliver meaningful experiences, products, technologies, and design that are all focused on you – our customers,” explained Karim Habib. “From now on, every time you encounter a new element of the Kia brand, we want you to be inspired.”

 

That’s quite fitting given Kia’s other major brand messaging changes, swapping the “Power to Surprise” tagline for “Movement that Inspires” and dropping “Motors” from its corporate name to reflect a future in which they offer sustainable mobility solutions for everyone around the world.

 

Meanwhile, General Motors is also fighting for a zero-emissions future. “There are moments in history when everything changes,” GM’s Global Chief Marketing Officer Deborah Wahl said. “We believe such a point is upon us for the mass adoption of electric vehicles. Unlike ever before, we have the solutions, capability, technology and scale to put everyone in an EV. Our new brand identity and campaign are designed to reflect this.”

"Sure, we need to teach customers about our product and hopefully convince them to buy it, but the real magic happens when we make them feel something."

When carrying out a rebrand, companies must first start at the core – the heart – of the company and identify what they believe and value most.

 

“A brand is so much more than just its logo,” adds our Art Director Sean Tucker. “It is critical that the brand is built with thoughtful messaging and communications. Sure, we need to teach customers about our product and hopefully convince them to buy it, but the real magic happens when we make them feel something. The most successful brands have built lifestyles around their products that their customers truly believe in. Nike isn’t Nike because of their (kind of awkward) logo. Nike is a dedication to being faster, stronger, and better. Millions of people put a little Apple sticker on their car when they got their first iPhone, but that’s not because it’s a really great illustration of a fruit. It’s a badge of honor, it says ‘I believe in this.’”

 

While consumers have varying opinions on the new visual logos, most agree that Kia and GM’s commitments to creating a healthier, more sustainable world is what matters most.

Categories
Innovators Series Strategy Uncategorized

Innovators Q&A: How Genexa Is Challenging the Pharmaceutical Industry & FDA

Welcome to our first of many interviews with innovators, mavericks and leaders across the globe who are challenging convention and changing the CX status quo!

 

To kick off the series, our Partner Robert Wallace who leads Tallwave’s strategic market and growth opportunities interviewed Kelli MacDonald, Chief Marketing Officer of the world’s first clean medicine company Genexa. Founded in 2014 by two dads who were concerned about the ingredients in their family’s medicine bottles, Genexa has one simple mission: To put people over everything. They believe in expanding health education and improving accessibility to clean medicines for all. And in 2021, they’ve got some pretty big goals – some backed by data, and others inspired by their ‘StoryDoing’ ethos. 

 

Learn how Genexa plans to evolve from start-up to household name, Washington D.C. lobbyist, and the brand that changed the over-the-counter (OTC) industry for good. 

Q&A with Kelli Lane MacDonald, Genexa CMO

Robert Wallace: To start, I think it would be worthwhile for you to give us a brief overview of your background and an introduction to Genexa.

 

Kelli Lane MacDonald: Sure! I [started my career cutting] my teeth at various different advertising agencies up and down Madison Avenue, if you will, in New York City. I went back to school while working at one of those agencies to really dig into customer experience, human centered design – to expand my knowledge.

 

Through that process, I landed at a brand strategy firm that really focused on putting the person at the center of the experience. [They] hung their philosophy on this idea of ‘StoryDoing’… [it’s] the concept that you [not only] need a really powerful story and mission – you need to do that story in the world. The best brands in the world – [the ones that] are most famous, impactful and giving back to society – are the ones that follow that kind of philosophy. So, through that work – through my previous agency where I was the Managing Director – we started working with Genexa to help them finalize their brand and really take them to the next level with the launch into stores – 40,000 different retailers like Target and RiteAid, Walgreen, Whole Foods and many others. So, I bring a lot of experience with marketing, communications and consumer insights – how to speak with, touch and provide value to consumers everyday.

 

What really drives me every morning to wake up and [makes me] excited to do this job with Genexa is what they’ve built. The founders of Genexa, David Johnson and Matt Spielberg, are two dads. About five years ago, they looked at what was in their children’s medicine and couldn’t believe the artificial dyes, colors and ingredients – literally the poisonous ingredients in substances like Antifreeze – that are being used in micro-doses in our medicines and we ingest to make us feel better. They felt there had to be another way and so they embarked on a journey to really create alternatives that are just as effective and have the same active ingredients, which is the reason you take a medicine – acetaminophen, diphenhydramine… the reason you take Tylenol or Mucinex or Benadryl – but take out all of the dirty, inactive ingredients and replace them with organic, non-GMO alternatives. Our whole company is built around this philosophy ‘People over everything…’ That everyone deserves access to cleaner, better for you medicines. And you know, we’re thankful to all of our retail partners who are helping us bring that to everybody.

"Our whole company is built around this philosophy ‘People over everything…’ That everyone deserves access to cleaner, better for you medicines."

RW: Thank you for that. It’s a really interesting concept. When you looked or are looking at building out Genexa, do you take into consideration any specific touchpoints in the over-the-counter buying journey? What user experience components do you believe to be most critical to customer conversions and loyalty? 

 

KLM: That’s a great question. There’s really two kinds of OTC drug shoppers and all of us are those two personas depending on the situation that we’re in. There’s the emergency situation: Your child has a 103 degree fever. It’s 11pm at night. You need to go get relief for them to bring that fever down. Or you are not in a moment of crisis and are thinking about how to improve your health, be prepared and clean up your medicine cabinet or find alternative options.

 

As consumers, there’s been a clean revolution in all kinds of industries – food, beverage, beauty – to me, it’s actually the most counterintuitive thought in the world that the medicine we put into our bodies to make us feel better would be the products that are still dirty and have dirty ingredients.

 

As we think about those two personas – the emergency shopping persona versus the non-crisis but trying to prepare [persona] – there are different needs, right? If you’re in an emergency situation, [you’re] not ordering something online and waiting two days for it to [arrive]. It’s not useful, at that point. Where as.. If you’re thinking about how to live a less stressful life or help with sleep at night because of the changing of time zones, you’re more in that reactive mode. Because of that, we made a really conscious decision to be the only pharmaceutical company that sells omnichannel. We, obviously, have an in-store presence with retailers. We have a .com, we have Amazon, we’re selling through instacart. [We’ve made] a conscious decision that we never want to force a consumer to shop in a way that is not natural or useful for them, and, therefore, we had to build out sales and marketing strategies that supported that.

RW: How did you come to those realizations that it needed to be a 360 customer experience or to understand that those were the two primary personas that you were looking at? Did you do audience research?

 

KLM: Yes, we did quite a bit back in [quarter one] of last year. To give my counterparts that run sales internally at Genexa credit – they started having retailer conversations long before the marketing team did tons of audience research and segmentation and said this was the right decision: To go have those conversations. I think, originally, like any entrepreneurial culture, there’s probably a little bit of gut feeling, a lot of talking to people in aisles. Everybody on our executive team walks into retail aisles and just talks to customers – well before COVID. We don’t do that currently. And so, it starts by understanding the customer – we used research to validate that – and also find additional insights to understand how to reach them, how to add value and [to uncover] what their need states were.

 

Also read: What Is CX & Why Does It Matter

RW: How did you identify or evaluate which channels to go after first? You have DTC, big and small retailers, instacart – how did you prioritize those or even think of those when crafting omnichannel funnels? What was most important to you and your strategy?

 

KLM: It’s chicken and egg, honestly, because from my perspective, depending on who you are as a brand – that’s where I think you need to really start: Do some soul searching, figure out what is authentically you. Then use that to inform how you think about your business and where to build, invest time, money and effort first. But I think the egg side of that is – especially with more entrepreneurial startup environment – you have to get your product into people’s hands. So, really organically, our sales team went to the Erewhons and the Sprouts in LA [where it was founded] with backpacks of product… and just asked for some time with the decision-makers of those stores.

 

But I also think, coming back to the brand point, part of what makes Genexa so different is that we call ourselves the only human funnel. We are pharma with a face. Our founders phone numbers are on every single product on the box. We have Founder Fridays where our two founders actually call customers. Our customer service team are people, they’re not robots or offshore. They sit in the office with the rest of the teams. It was really important to us to make sure that, when we’re thinking about where we’re going to show up, we do that in a way that ladders back to the brand and that humanity.

RW: Is that a good example of ‘StoryDoing?’

 

KLM: Yes! My team gets tired of me saying this, but I constantly say, ‘Living out our purpose is not the job of just the marketing team.’

In order for a company to be successful – [for] a brand to be built and have long-term loyalty and really impact change in a society – every single person in the company, whether in quality or compliance or legal or sales, they need to understand what mission we’re on and they need to shape and drive their actions accordingly.

"Every single person in the company, whether in quality or compliance or legal or sales, they need to understand what mission we’re on and they need to shape and drive their actions accordingly."

RW: I agree. You think about brands people truly love – truly covet – and have an emotional connection to. Those people that have that kind of affinity, they don’t talk about it in terms of a product thing or a customer service thing or a marketing thing. It’s a brand thing and that means every touchpoint has to be right in line. You’re making a promise as a brand – you have to question if everything else is fulfilling that promise.

 

KLM: Right, [you have to consider] every interaction [a person has] with the brand: Opening the package of a medicine bottle, where [they shop for that, calling customer service or, obviously, the social impact work that we do. All of [those are] our brand touchpoints. [They’re all] opportunities for consumers to create a relationship, good or bad, with the brand. The companies that are doing it poorly are only thinking about advertising – they’re talking, they’re not walking. It’s those that are on the flipside of that – that understand that purpose has to be embedded into everything you do as a business – that are most successful.

 

Also read: Real People Told Us What They Want From Healthcare in 2021

RW: It’s that idea of authentic awareness. It’s not just about doing a mass market campaign, but doing something authentically that actually speaks to people in a way they care about. It’s not just driving eyeballs, that’s only part of it. So, you have the authentic awareness part of things, you have the culture storytelling… you obviously have a product that’s cleaner, better and healthier for people. Those are departures from other OTC brands out there, but is there anything else you’re doing that’s different from other legacy brands you’re competing against? Not that those two alone aren’t enough.

 

KLM: Yes. We’ve been working on a [longer term] impact strategy, so we’re going to have a couple of pretty significant initiatives kick off this year that are in service of driving change at a systemic level. So, with the FDA – I don’t know if you know this but Europe actually has the European standard, which is the equivalent of the FDA in Europe, and the standards that they put out are incredibly more strict than they are in the U.S. All of the ingredients that are on Genexa’s ‘X List’ – which is our growing list of ingredients that we vow never to put in our products and are in our competitor’s products – 98% of those are banned in Europe. So, it’s not even a question for European products. That really gets you thinking. How come European citizens have access to carte blanche better products than there are in the U.S? It doesn’t seem sensible. So, Genexa is really leading the charge. I don’t want to give too much away, but we’re going to be partnering with some other brands that you know and love to really drive that change at a systemic level in Washington D.C. [and with the FDA.

 

We’re also really looking at – I said the word access earlier – [increasing] knowledge. First and foremost, people don’t know that these ingredients are in their medicines. Then, [it’s about getting people] access to the actual product. We’re standing up an initiative that will help bring education and actual products to communities that otherwise don’t have access, have been forgotten about or are often overlooked because – especially with clean products – I think marketers realized a couple decades ago that they could mark those products up to be premium pricing. Genexa does not believe in [in that]. Our products are more expensive to source because they are better-for-you products – they’re not synthetically made in a lab – and so what we’ve done is kept those price points as competitive as possible. They’re never more than 15% of the leading skew. That’s really driven by this idea of ‘People over everything’. Everybody deserves knowledge and access to better products.

Genexa Instagram post

RW: How do you measure ‘People over everything’? You have this idea of people – it feels qualitative… super important but qualitative – but then you have to measure that somehow. How are you measuring your impact or how are you using data to measure whether you’re on the right track or not?

 

KLM: There are some really incredible brand impact partners that have built out tools to help do that. I think there’s probably a more formal way to do that, which we’re working on standing up.

 

I think informally, we do donate quite a bit of product to different organizations – new moms that don’t have health insurance… Baby2Baby does a lot of really good work with new moms. We don’t shout it off of the rooftops. We feel we’re privileged enough to be in a position where we can give the product to people [who] need it. And that’s our duty, we are fortunate to be in that position. Two years back, we actually built a clean water well in Central America because access to clean water is really the fundamental starting point for good health, or better health.So, we’ve really acted out quite a few initiatives over the past few years that we can more informally measure.

 

Also read: Why Customer Experience Can’t Be All Data-Driven

But to answer your question, there are tools that – when you design your brand impact strategy – you look at societal and cultural health and there are all these different metrics that you can measure the impact your brand is having over time to help move that needle. One of our goals over the next few years is to start getting the FDA to cross out previously approved ingredients in all medicines, [so] Genexa [is not] the only [brand] that has better ingredients. That’s a tangible measurement. If we can get five of those products removed – or however many ingredients removed – across the U.S., that’s longterm going to incrementally have an incredible impact on people’s health.

 

RW:  If you’re successful in what you’re setting out to do, that will disrupt the OTC market quite a lot. Do you feel that disruption is a prerequisite of innovation or do you think that you can innovate and do cool things that aren’t necessarily disruptive but still effective?

 

KLM: The latter. If you go back to the famous Henry Ford quote of 1920-something, when he said ‘If I had asked people what they wanted, they would have said faster horses.’ He wasn’t necessarily looking to disrupt horse and buggy [businesses], he was identifying an opportunity to create a better product, a better experience. [He was identifying] a need state for people. So, I think disruption is one way, but I also think consumer insight – understanding where people are and what they need most – [can be disruptive].

 

I love the Swiffer example, too. They went in people’s houses and looked at how women, primarily, homemakers were cleaning floors. One woman wet a paper towel and mopped up the coffee grounds off the floor. Again, not setting out to disrupt vacuums, but trying to define a better option. In-between the vacuum happens to be a Swiffer.

"It was really important to us to make sure that, when we’re thinking about where we’re going to show up, we do that in a way that ladders back to the brand and that humanity."

RW: I love that example. The spinbrush is another one. So, this has been a big year for everyone, obviously: 2020. But Genexa went through a rebranding, released a new line of products, launched some campaigns and even established a partnership with Nintendo. That’s a big year. What do you see as your mandate as CMO for 2021?

 

KLM: To make 2020 feel like it was just a step on the journey. This year is all about growth. Last year was about foundation and reinforcing foundational elements and starting to put the pieces in place for serious growth. Obviously, getting a presence in 40,000 doors is growth, but it was really just starting to reinforce that foundation. This year is about taking us to the next level. Ultimately, I want Genexa to be a household name. I want everybody to understand that they don’t have to settle for less than acceptable ingredients in their medicines. Then we can start thinking beyond just OTC… but I’m getting ahead of myself.

 

RW: We’re marketing people. It’s what we do. Thank you so much, Kelli! I love what Genexa is doing. I love your passion for it and I love the idea of really being authentic in how you’re doing your business and at scale. Genexa looks like it’s well on its way.

 

KLM: Thank you, Robert!

Want to learn more about Genexa? Visit their website and check out their latest advertising spot below.

Categories
Strategy

Crafting Employee Experiences That Improve Customer Experiences

The employee experience – also known as EX – is defined as the psycho-cognitive sentiments or perceptions that employees have about working at their specific companies. To translate that into English, it encompasses the feeling employees have about their work, their colleagues, the culture and every encounter and observation they have over the course of their tenure. As customer experience (CX) continues to become a pillar to brand success and differentiation in the 21st century, many businesses are starting to realize that, since people are their greatest assets, more energy and effort must be afforded to both the experiences that internal and external stakeholders have.

 

There are many factors that play into the employee experience:

 

  1. Location: Where they work, either physically in an office or remotely from home, and the communication and professional tools that are afforded to them in those situations
  2. Relationships: How they work and regularly interact with their bosses, peers, leadership team, and those that they serve (clients/customers)
  3. Culture: How connected, understood, accepted, supported, and cared for they feel within the larger company – it’s important to note that work-life balance comes into play here Mission: How well they understand their individual goals, the company’s overall goals, and the expectations their performance is evaluated against
  4. Purpose: How well they understand and align with their work and company mission, and how much they feel their contributions matter

Also read: Why Tallwavers – Old & New – Say Tallwave Is a Great Place to Work

How Does EX Impact CX?

 

Picture this: Your company spent weeks, months, maybe even years executing a digital transformation that allows customers to easily search, compare and buy products on your website and coordinate curbside pickup. The experience is dialed in. The site is easy to navigate, the content – from both an editorial and design perspective – is clear, and every stage of the buying journey motivates users to take action and convert. But then, when time comes for the customer to pick up the order, she is greeted by an employee who carries it out with his mask hanging below his chin. In a time when people prioritize safety and trust over everything, exceptional digital CX isn’t enough to prevent customer churn after a poor in-person interaction.

 

So, how do you ensure your business delivers exceptional experiences, whether digitally (via real people or A.I.), in person or via a hybrid of them all? You focus on your employee experience first. And employee engagement – the most common metric for identifying positive or engaging employee experiences – is directly related to the customer’s experience.

Employer Net Promoter Score helps employers measure employee satisfaction and loyalty within their organizations.

If you look at employee net promoter scores (ENPS) and compare them to customer net promoter scores, you’ll see that the metrics are highly correlated. When one is up, the other is typically up. When one is down, the other is usually down. And it’s not hard to understand why. When people are engaged in their work environment – no matter what they’re selling, what the company does, or what industry they’re in – they’re bringing their best self to work. They’re going the extra mile and innovating on the fly. That mindset pays off downstream for customers.

 

On the flip side, if employees feel disconnected – say, for example, they feel their wellbeing isn’t cared for – they’re probably not doing their best work. They’re not promoting the organization to others because, frankly, they don’t really like it. In turn, they create a lackluster customer experience for everyone involved.

 

No matter the industry, your people are who drive your customer experience. The larger your organization, the more critical that is because, as leaders, you’re typically further away from the frontline of customer experience. You must rely on your people which is why the investment is so crucially important.

The Biggest EX Mistakes

There have been a few trends in employee experience over the last decade. For example, game rooms were once the big thing. If you had a game room in your office – allowed employees to play pool or tennis table during encouraged breaks – that meant you were creating a really engaging, cool experience. Don’t get me wrong, the fun stuff does matter, but other things are more impactful than the perks, frills, and extras that companies often tout as cultural differentiators.

 

The biggest misstep organizations make is not asking employees directly what they want, what they value, and what’s most meaningful to them.

 

When you don’t ask those questions, you’re making assumptions based on what you think and read is the hot fad of the moment in employee experience. You’re likely spending money, time, and effort in areas that aren’t as appreciated by your employees as you think.

The biggest misstep organizations make is not asking employees directly what they want, what they value, and what’s most meaningful to them.

6 Ways to Begin Improving Employee Experience

Employee experience and the ways in which it can and should be implemented is multifaceted, but here are six ways to begin improving your EX today.

1. Lead with vulnerability

One of the most underutilized but most important leadership qualities is vulnerability. It is especially important these days, during the current pandemic and crisis. Leaders should project an image of consistency, confidence, and resilience but also be humble, authentic, and vulnerable. Admitting to not having the answers or making mistakes can empower the cultivation of an open and honest work environment.

 

If you’re going to ask teams for feedback, plan to address the feedback and actually do something. That, in itself, goes leaps and bounds in helping bring that engagement and bring those employees along for the ride.

 

If you’re just surveying for the sake of surveying, you’ll likely end up with an irritated team and an even worse employee experience.

2. Understand what your employees really want

I suggest using an employee engagement survey-type tool to solicit feedback from teams. The tool you choose doesn’t need to have 47 reports and multiple different ways to slice and dice data, especially if you’re not a big organization just yet. What’s most important is to pick a couple of benchmark metrics that you’re going to use to consistently look over time. When surveying, you’re trying to accomplish two things:

 

  1. Identify what’s working and what’s not so that you know where to focus your efforts.
  2. Over time, measure how the actions and changes you make actually impact engagement

Short but frequent surveys are best – you don’t want to wait six months or a year to get an update or a pulse check. Anonymity is the other key factor in gathering real, honest feedback. However you’re sending surveys out to the team, make sure they feel confident to share how they really feel.

If employee experience is not something you’re actively monitoring, you should take steps to do it today. There’s no time to wait.

3. Measure improvement with metrics

The two most commonly used benchmark metrics for employee engagement are overall engagement and employee net promoter score (eNPS). They are widely used and consistent definitions that act as monitors for organizations to track progress as they make changes.

 

There are, of course, questions that sit underneath metrics that help define how engaged employees are in their job – including relationship with managers, work/life balance, and wellness – but employee engagement and eNPS are good places to start with a plan to dig a little deeper later.

 

The very first survey should be used to establish benchmark numbers that every following survey is compared against. This approach will reveal how effective your actions are in driving and improving employee engagement.

 

Also read: How to Brainstorm For Innovation

4. Prioritize mental health over everything

Mental health was relevant pre-pandemic but even more so now. Everything is moving so quickly. Our personal and professional lives are melding together in ways they never have before. If you’re not intentionally creating safe spaces for employees to take breaks, you may be doing a disservice to the organization.

 

Taking time is about so much more than just avoiding burnout. It’s in those disconnect times that teams and employees find moments to grow – to think about what’s possible, instead of what you have to do today. Architecting and innovating time to breath can empower positive feelings and greater commitment to work.

If you’re not intentionally creating safe spaces for employees to take breaks, you may be doing a disservice to the organization.

5. Reimagine what’s possible

As you begin looking for ways to create more space for your teams, you may find that old techniques don’t work anymore. Strategies may need to evolve, including those crafted with the intention of building team connectedness.

 

Here are some ideas:

 

  • Swap virtual happy hours for virtual escape rooms or other competitions.
  • Change the location up! Instead of meeting in a conference room, try parks or (in a post-COVID world) coffee shops.
  • Think differently about recognition. If you previously sent flowers for birthdays or gift cards to restaurants, are those things still valuable? How about sending a box of cookies to a team member on a tough day? We’ve found that to be more valuable than a $100 gift card to a high-end restaurant because, in the moment, that’s what they needed.

Only you and your team can know what’s right for each individual. Get creative and think outside the box to cultivate a sense of connection that goes beyond a Zoom screen.

 

Also read: Solving For the Lack of Diversity in CX

6. Get started today

If employee experience is not something you’re actively monitoring, you should take steps to do it today. There’s no time to wait. It’s not even about taking action, it’s about gaining awareness of where you are right now and how your employees are feeling. If that’s a blinder to your organization, you’re missing out on a whole component of your business that is likely having an impact on your end-of-the-line results and overall customer experience.

What’s Next for Employee Experience?

The word “workplace” is defined differently today than it was even a year ago.

 

As we move forward, expect to see more integration of wellbeing in the workplace. The days of trying to make time for self-care – whether after work, over a weekend, or in-between errand runs – are gone. People are beginning to prioritize their own wellness as highly as they have for their families and loved ones.

 

The challenge? The path to wellness and wellbeing is different for everyone. Some people need to practice stress-relieving techniques, while others prefer engaging in physical activity, reading a book, furthering education via a certification, or relaxing at a spa. Whatever it is – they all have one thing in common: It provides space and time for people to breathe, explore and grow. The longer we stay in a dispersed work environment and the more weight that continues to fall on people’s shoulders, the ways in which time is spent will be prioritized. Organizations that can find ways to seamlessly integrate these kinds of opportunities into their organizations will benefit. They will become the true differentiators for employee experience.

 

Also read: What Is CX & Why Does It Matter?

If employee experience is not something you’re actively monitoring, you should take steps to do it today. There’s no time to wait.

The Bottom Line

The most successful employee experiences must be crafted with the whole person in mind. When you understand who people are – not only when they’re on the Zoom call but who they are when they’re off – and you provide opportunities and experiences catered to them, your end-of-the-line results and overall customer experience will benefit.

Categories
Strategy

The Power of the Micro-Yes: A Guide to Modern Sales & Marketing

Let’s start with an example.

 

I have an 11-year old daughter, Bailey, that intuitively understands the value of the micro-yes. It’s something she (and many other kids) seem to know from birth.

Here’s a Micro-Yes scenario:

 

Let’s say on Tuesday she and her best friend, Jordan, decide they’d like to have a sleepover at our house. They decide that they’d like to go to Amazing Jake’s, get DQ, and camp out in the living room to watch Netflix. Of course, dad and mom have no idea this is coming, but my daughter has a plan.

 

Now, she could tell me the whole plan when I pick her up from school and try to get my buy-in. But, would that be the best approach? No.

 

Instead, she’ll warm me up by telling me what a great dad I am when I pick her up at school. And, then casually drop in that she’d like to have Jordan over on Saturday for a sleepover.

 

Of course!

 

Then, later in the week, she might drop the line about how fun it was the last time we went to Amazing Jake’s together. We’d reminisce. And, then she’d have a great idea! “Could we all go to Amazing Jake’s during the sleepover?”

 

Sure!

 

Then, while we’re having a blast at Amazing Jake’s (with her friend next to her), “Hey could we pretty please stop for Dairy Queen on the way home.” And, they’d both break out the sad eyes.

 

Oooookaaay.

 

And, well, you get the point. She’ll get everything much more easily if she breaks those “asks” up into bite sized chunks. What’s crazy is, growing up, we all intuitively know this – and it worked to such great effect as children.

If employee experience is not something you’re actively monitoring, you should take steps to do it today. There’s no time to wait.

So, why do we so frequently forget all of this in marketing AND sales?

How often do we see websites with a buy-now button without a flow through the benefits and value proposition?

 

How many cold emails have we all received with a pitch before so much as an introduction to a value prop?

The Micro-Yes Approach

This graphic by MECLABS shows the road to the Ultimate Yes – a conversion – including all the parts or decision points that can be optimized themselves to increase your conversion rate or probability of a sale.

The Ultimate Yes

The Ultimate Yes is at the top of the funnel denoted by Yu. This is the conversion action you would like your customers to take. This is likely a purchase. For a non-profit organization, though, it might be securing a donation.

Micro-Yes: The Key to the Ultimate Yes

Before getting to Yu, there are a series of smaller decision points. Each of these must have a micro-yes (Ym), in order to get to a Yu. If at any point along the process your potential customer says no, you can’t get the sale. Even more important, if you try and rush to the Yu, the likelihood of a no increases significantly.

 

For example, if your conversion goal is to get someone to purchase a product via e-commerce, the decision path to micro-yeses might look like this:

 

  • Customer opens an email = Ym
  • Customer reads email due to email headline = Ym
  • Customer takes the CTA due to email body copy = Ym
  • Landing page headline leads to reading the landing page = Ym
  • Landing page body copy gets the reader down to the call-to-action = Ym
  • Landing page call-to-action is accepted = Ym etc.

If your conversion goal is to get someone to purchase a SaaS subscription from a sales rep:

 

  • Subject line (yes gets an open)
  • Email headline (yes gets the email read)
  • Email body copy (yes to a phone call/web demo)
  • The phone call sets up an agreement to receive a proposal
  • Etc.

If employee experience is not something you’re actively monitoring, you should take steps to do it today. There’s no time to wait.

For each decision point, you are trying to secure a micro-yes. Think of them as nods in a sales meeting. The more nods your customer provides in a sales meetings are agreements or Yms or micro-yeses. Over time as you get those yeses from your leads, you are developing a relationship and building trust.

 

Your prospect is weighing the perceived value of the action you’re asking him to take versus the perceived cost of that action (denoted by Pv and Pc in the graphic). And, the more someone is saying yes the snowball starts to take effect.

 

Just like my daughter who got her Yu in the original example.

 

Note: This article was originally published April 6, 2016 and updated and republished January 1, 2021. 

Categories
Strategy

Are Multiple Brands Better Than One?

When companies undergo the process of transformation as they seek to differentiate themselves and solve for ever-evolving consumer pain points, it’s not uncommon for new ideas, product lines or service spinoffs to hatch. Unrealized possibilities tend to be unearthed and opportunities to break into new audience segments are revealed.

 

Many organizations soon encounter the challenge of fitting new brand offerings within the original parent brand. With each addition to the product or service line, do you create a different name, package, and marketing strategy? What is the best way to maximize the value of both the unique offering and the brand as a whole when you introduce something new?

There are several common approaches: masterbrand, endorsed, individual, and hybrid. Each has its own set of advantages and disadvantages depending on your goals and the needs of your customer.

When to Link Brands Together

If your company makes multiple products or offers multiple services that play well together, you’ll most likely have success sub-branding them or creating a brand extension. This type of structure can include the following approaches:

 

  1. The endorsed brand in which each sub-brand may carry the same values, but will have its own distinct brand identity. An example would be Marriott with its JW Marriott, Residence Inn and Ritz Carlton sub-brands.
  2. The branded house or masterbrand in which the parent brand influences the identity of the sub-brand. An example here is Google with Chrome, Maps, Drive, etc.
  3. The hybrid, which is a blend of individual and masterbrand. Coca-Cola Company for example, has multiple individual product brands like Sprite, Dasani, Fanta, etc., but they also have their series of classic Coca-Cola products.

The so-called “halo effect” of sub-branding in the hybrid brand scenario can permeate into new audiences who may not be served directly by the parent brand’s core offering.

Let’s look at Uber Freight as an example.

 

Created by the parent company Uber, Uber Freight looks, feels and performs much the same as the app the company is best known for, but it serves a completely different, and very niche, audience. Based on the needs of this particular audience, the brand was able to take the “Uber experience” and tailor it to this untapped segment while maintaining its core brand principles. Uber didn’t stray from its core offering of better transportation, but the two brands have completely different strategies for attracting users and a different voice, tone and messaging.

 

Uber knew that when it came to truckers, they didn’t have the benefit of brand recognition – in fact, most truckers at that time had never even heard of the app. The company had to take a step back and really learn the market: The pain points, how to get truckers to adopt new technology, and how to communicate with them. The Uber Freight team hyper-focused on a specific region (in this case, Dallas), hired people who were experts in the industry and could speak the language, and began more of a direct outreach approach. A sub-brand with the same underlying purpose as the namesake brand, but a different approach and infrastructure for gaining users.

If your company offers multiple products or services that appeal to distinctly different audiences…

Then, in this case, the individual brand approach might be more fitting. Companies that offer multiple products or services that appeal to distinctly different audiences, so much so that a given customer likely wouldn’t even consider buying one product but would be very interested in another, could benefit from brand individuality.

 

This is not to be confused with brand extension, whereby a company will branch out into completely different product spaces altogether (like Guinness brewing beer and publishing a book of records). An individual brand is more like a sub-brand with a completely different look, feel and even price point. It’s where a parent brand will have a series of unrelated, independent brands under its umbrella. Think Unilever with Dove, Persil, Vaseline, Lipton, Korr, etc.

 

With the individual approach, each brand has vastly different personas they appeal to. Going the individual route is tricky for this precise reason, but the opportunity to increase personalization with each brand in order to reach disparate audiences can be enticing for organizations.

 

Also read: What Is CX & Why Does It Matter?

When To Build From Scratch

Finally, in some cases you’ll find two completely disparate brands that ultimately can be traced back to one company. This is often done if the two brands serve different audiences and have completely different visions and values. If the new product or service aims to fulfill different purposes and doesn’t share a particular stance, it may be best to completely separate the two brands.

If the new product or service aims to fulfill different purposes and doesn't share a particular stance, it may be best to completely separate the two brands.

When this occurs, the originating entity often doesn’t publicize the fact that they are behind the two brands, and in many cases customers of either brand is none the wiser the other exists. This tends to be the least common of the three brand architectures, as most organizations have an underlying vision, purpose or stance that is echoed throughout each of their offerings.

 

Also read: What’s In Store? The Future of Retail in a Post-COVID World

How to Know Which Strategy Is Best For You

The answer on which direction to go often lies within your vision, values and customers. Does your current customer base have a need that this particular product or service solves for? Does the new product fulfill upon your existing brand’s deeper purpose and vision, or does it have a completely different mission of its own? Answering these will help you determine which approach is the best option.

 

Keep in mind, if you commit to the individual branding approach, while it’s not completely necessary to make perfectly clear the brand connection, it is important to ensure you carry the same vision and values through each of your separate offerings.

The answer on which direction to go often lies within your vision, values and customers.

Another advantage of individual vs. pure sub-branding is that one misstep with a individual brand won’t damage your overall organization as much as a sub-branded failure. Because most sub-brands are visually and tonally in line with each other, bad publicity or a colossal failure in even a smaller venture can have disastrous consequences. We’ve seen this play out with well known brands like Samsung with its Galaxy Note 7 and Apple – even the most diehard Apple fans will abandon the brand across the board if one product doesn’t meet their expectations.

 

Individual brands don’t carry quite the same risk, though the lack of obvious association can be a drawback if a smaller off-shoot brand performs particularly well. It’s also worth noting, when a company brand spins off too many offshoot product brands all geared towards a similar audience segment, it can cause a tremendous amount of confusion.

 

An example of this is Centrieva, an accreditation management software for higher education. They launched a series of new products, each with its own brand name and all for a tangential market, and consequently, their customers and prospects became increasingly confused about the offerings. The solution to this problem was to parse out Centrieva as the corporate brand (which would live in the background) and create Weave as the master brand with each product as a sub-brand of Weave. In applying “Weave” to each product name, we helped create brand association and recognition and showed how each product works together as one cohesive platform.

 

On the path to transformation, as you uncover the latent (or obvious) wants, needs and desires of your audience, it will become more clear which brand architecture is best suited for your organization. You may discover, like Uber did, that you are dealing with a completely different audience segment who doesn’t even know you currently exist. If you’re creating a product that addresses a subsequent pain point of your existing audience, your brand name will likely carry levity. And in that case, you could go the route of Virgin, applying your brand name to product descriptions or sub-brands.

 

Note: This article was originally published on October 11, 2017 and updated and republished on December 29, 2020.

Categories
Strategy

How to Set Content & Design Teams Up For CX Success

Content is crucial to a brand’s success because it communicates what a brand is all about.


Design is equally as crucial to a brand’s success because it helps customers retain those very messages that took so much effort to thoughtfully craft.


The ways in which content and design teams collaborate can often vary from company to company; some organizations umbrella all content and design employees into one big creative team who collaborate on projects regularly, while other digital companies break them up and pair them together on a project-by-project basis.


When working in silos, both components individually contribute to the way consumers feel and think about a brand, but when performed synergistically, they deliver seamless experiences that support the same objectives, speak to the same audiences, and project consistent characteristics. The end result? Increased customer sentiment, satisfaction, and likeliness to return.


Whether you’re building a website from scratch, developing an omnichannel marketing strategy or executing a complete company rebrand, there are a couple things that must happen in order to set content and design teams up for collaborative success.

Start with research

When planning a strategy for a digital CX transformation, research is key. There are two areas of research that design and content teams should prioritize: their audiences and their competitors.

Audiences

Both teams need a common understanding of who their audiences or core customer groups are, but they can’t just know the who – when crafting CX, it’s crucial to understand the why. These are the basic demographic questions that brands typically answer to identify their “who”:


  • What does your target audience look like?
  • Where do they live?
  • What do they do for a living?
  • What is their annual income?
  • What is their relationship status?
  • What generation do they belong to?
  • What are their hobbies?
  • What problems do they have?
  • What questions do they often ask themselves?

However, by answering psychographic questions – or the “why” – brands can craft more meaningful experiences curated for specific core consumer groups:


  • What deeper motivations or beliefs drive their decision-making?
  • What is causing them to seek out solutions now?
  • How do they assign value to the things they deem important?
  • Why do they value what they do?
  • What are their interests? (This is different than their hobbies) What are their opinions on ___________? (Fill in the blank as it pertains to your product or services)

By answering psychographic questions – or the “why” – brands can craft more meaningful experiences curated for specific core consumer groups.

Competitors

When looking at competitors, teams should choose 3-5 of their top competitors and take a deep dive into their CX strategy. How do they speak to their audience? What do they highlight as their defining features? Which social platforms are they utilizing? What types of content (video, infographics, blog post, etc.) do they have? What are their colors? What is the look and feel of their photography and design? What is the voice and tone?


The most important component of competitive research may be looking at competitors as a collective to discover opportunities to stand above the crowd. Gaps in the market allow brands to be unique and develop key differentiators and characteristics in design and content strategies.

Write the story

Every brand has a story, but it has to be written down and widely shared (and repeated) for cross-company alignment to manifest.


When developing a brand story, it’s important for companies to define their objectives: What should potential customers understand? What are the key takeaways? What are the shared values that drive them forward? Creating a shared understanding of the story lends way to crafting a mission statement and list of core beliefs that employees and customers can rally around.


On top of that, decisions must be made about the brand’s verbal personality and attitude – namely, voice and tone. Brand voice reflects how language is used to convey purpose and intention. It’s defined by a brand’s style of communication and can vary based on persona and values and can range from intellectual or authoritative to fun, witty or anything in between. Conversely, tone can change depending on what channel is being used or who is being addressed – however, a framework of how and when different tones are used should be established for consistency.


A brand story should be simple, clear, and straightforward, so much so that any stakeholder – internally or externally – could sum it up in one sentence. Of course, that’s not always easy. In fact, it often takes months of writing, rewriting, debating, discussing and exploring a variety of approaches and perspectives before a brand’s message becomes clear. When that’s complete, though, design and content are armed with a singular ethos that can inform the implicit and explicit messages their creations deliver.


  • An effective story should:
  • Communicate what a brand does
  • Make customers – both internally and externally – care
  • Explain the problem the brand is trying to solve for
  • Foster trust & loyalty with everyone it touches

Here are some brand statements from top companies that do just that:


  • Apple is dedicated “to bringing the best user experience to its customers through its innovative hardware, software, and services.”
  • Nike co-founder Bill Bowerman believes, “if you have a body, you are an athlete.” And Nike, “stresses to show each and every person how to reach the athlete within themselves.”
  • Airbnb is creating “a world where anyone can belong anywhere.”
  • Coca-Cola strives to, “craft the brands and choice of drinks that people love, to refresh them in body & spirit.”
  • Southwest strives to, “connect people to what’s important in their lives through friendly, reliable, and low-cost air travel.”

Then visualize that story

It’s not just words that drive initial interest. emotional attachments or an overall experience with a brand. In fact, sometimes, design can play an even bigger role in that, especially when viewed through a lateral or psychological lens.


Voice and tone, as mentioned previously, set the stage. It gives a designer purpose to create, illustrate, and plan around. But taking that voice and tone to the next level with a visual archetype that aligns with things people have seen before, creates connection and relevancy, or elicits an emotional response can enable a brand to be understood without ever having to read anything.


A great example is Pinkberry. When defining the brand story, they chose a sweeter, more feminine look. Their visual design, whether on social media or in their yogurt shops, reflect a consistent aesthetic and mood. By using cursive typefaces, pastelle and airy colors, and curved illustrations, customers – old or new – immediately associate the brand with playful, approachable, youthful and delightful attributes.

 

Photo of Pinkberry's website

Professional designers know the importance of considering psychology and neuroscience when matching visual designs to the written brand story. Some things they take into consideration are:

Color:

  • Red: Communicates energy and urgency; Red is often used to communicate boldness, youthfulness and excitement
  • Orange: Sometimes perceived as aggressive, orange creates a call-to-action; it can elicit feelings of confidence, cheerfulness or friendliness
  • Yellow: An attention-grabber, yellow typically elicits feelings of optimism, clarity, and warmth
  • Green: The easiest color for the eye to process, green is often used in fields related to science, government and HR. It can cultivate feelings of peace, growth and health.
  • Blue: Often associated with feelings of trust and security, blue is seen as clean, calming, and professional, as well as dependent and strong.
  • Purple: Regularly used in the beauty industry, purple is associated with being wise, creative and imaginative.
  • Gray: The most practical and timeless of the colors, gray is used to communicate balance, neutrality, reliability and a level of calmness.
  • Black: Often used by luxury brands, black is seen as powerful and sleek. It can contribute to feelings of credibility, power, professionalism, and precision.

Shape:

  • Circular: Elicits feelings of community, friendship, love, partnership, unity, stability and innovation. Example of brands with a circular logo include Google Chrome, Starbucks, and Audi
  • Angular: Elicits feelings of professionalism, stability, and efficiency, as well as power, strength, balance, and reliability. Examples of brands include Mitsubishi Motors, Microsoft, and AirTable
  • Linear: Elicits feelings of exuberance, balance, sophistication, energy, and dynamic movement. Examples include AirBnB, Adidas, and Cisco

Whatever colors and shapes are used, the end result should visually represent the brand’s values, voice and tone.

Make the creative game plan

One question brands often ask is: Does the design framework come first? Or should content be strategized and written to drive design?


The answer: There is no answer. In fact, figuring that out is part of the creative process.


Some designers prefer to have content before they create a mockup. Some content creators prefer to know what space they need to fill before they begin writing. There is no right or wrong answer to your team’s plan as long as it is clearly defined, timelines are established, outlines are created and good project management is executed.


Teams who stick to the schedule and hold one another accountable benefit from more effective communication that helps bring the brand vision to life.

 

Professional designers know the importance of considering psychology and neuroscience when matching visual designs to the written brand story.

Evaluate your work & iterate regularly

As content and design work together, flexibility is key. A good CX strategy should be consistently evaluated, refined, evolved and transformed to meet ever-changing audience needs and compete with advancements in the industry.

 

Delegating tasks can help brands stay on top of potential and necessary updates: Direct content teams to share new trending keywords that can relate to a brand’s business or audiences and designers to report on new industry trends and evolving capabilities.

 

Ideally, all assets and content creation strategies should be evaluated at least once every six months.

The bottom line

Content and design can create powerful and consistent customer experiences when they work synergistically and are aligned on desired messaging. By bringing a number of creative brains with a variety of backgrounds and experiences to the table, you’ll be able to rethink what’s possible and create something that not only drives initial brand differentiation, but a process for continued improvement and growth that exceeds customers expectations and delivers exceptional value at every step of the journey.

Categories
Mindfulness Strategy

Help Us Support Healthcare Heroes This Holiday Season

In the words of our leaders, 2020 was surreal and challenging, but also a year of immense of learning.
  
Through it all – the pandemic action plans, work from home, civil unrest and political elections – our healthcare workers remained steadfast in their mission and promise to take care of our communities. They have felt the long hours and longer days, held our loved ones who’ve recovered and passed, forfeited memories with their own children and partners, and supplied us with information when we needed it most. We are so thankful and forever in debt.

Throughout it all, our healthcare workers remained steadfast in their mission and promise to take care of our communities.

Help us help them

 
To put action to our words of thanks, on behalf of our Tallwave employees and clients, we are donating meals to the healthcare heroes of Banner Health. If you feel so inclined, you too can give back in the following ways:
 
  • Give a monetary donation here.
  • Donate personal items: If you have connections to secure bulk items of individually packaged meals, snacks and beverages, or bulk donations of personal care and comfort items (gentle and unscented skincare products, lip balm, cooling towels, mini fans, and more), contact Loren Bouchard at loren.bouchard@bannerhealth.com or 602-747-7439.
With COVID-19 cases continuing to climb, our healthcare workers need our support more than ever. No action will ever be thanks enough for all they have done and continue to do. We are so grateful. 
 

A few words from our leaders

 
If you’d like to hear a few words about 2020 and how Tallwave navigated through the year, please watch the message from our leaders below:

Categories
Strategy

Solving for the Lack of Diversity in CX

Diversity and inclusivity – or lack thereof – in customer experiences impact all internal and external stakeholders touched by a brand. First, employees and second, consumers.

 

Throughout 2020, many companies – including our own – vowed to increase education, advocacy, and efforts towards diversifying talent and improving inclusivity in brand messaging. They set their sights on reaching new audiences and, in doing so, growing their core customers to include minority groups. But, as we’ve learned first-hand while working with Dr. Daryl Jones – a leadership development, organizational transformation & DEI consultant – that’s easier said than done. Creating diverse CX isn’t just a strategy to connect with external customers, it starts within a company’s walls where the true drivers of your experiences live and play.

 

In this Q&A, we talk to Dr. Daryl Jones about what it really takes to solve for the lack of diversity in CX and how this work contributes to the trust, confidence, and safety customers feel throughout their individual journeys with companies.

 

Also read: What is CX & Why Does it Matter?

Q&A with Dr. Daryl Jones

Photo of Dr. Daryl Jones

Tallwave: Thank you so much for speaking with us today! To kick this off, tell us a little bit about yourself and your background.

 

Dr. Daryl Jones: Sure, I grew up in the Midwest… completed my undergrad at Michigan State with a marketing degree. I went to graduate school in Chicago at DePaul and then went on to get my doctorate at Case Western in Cleveland. From a career perspective, I started off in the automotive industry and ultimately ended up in the sports industry with Nike. I spent about 19 ½ years there in a number of different roles, primarily in revenue generation, but I also did a really formative stint in diversity and inclusion. I was really focused on transforming the internal culture and how we made decisions around diverse communities. I taught college for a couple years and now I have my own consulting practice focused on diversity, equity and inclusion.

 

TW: So, as you mentioned, you guide and consult organizations through diversity, equity, and inclusivity (DEI) work. What are some high level trends you’re seeing in your work right now?

 

DJ: I’m seeing a lot of energy around racial diversity. I’m seeing a lot of learning around racial diversity. I’m seeing a lot of sensitivity in bias awareness. Where the fork in the road tends to appear is that separation between using this work as a branding opportunity versus an opportunity to transform and evolve the existing business model. That becomes a personal decision based on leadership. I am also seeing some really tough decisions having to be made, especially depending on the industry, about what a company’s vision is and how they foresee the nature of their workforce – demographics, psychographics, etc. Changes are having to be made if they plan to evolve…. But I’ve also seen companies use this [COVID] as a real opportunity to transform. While the chips are down for other companies, a lot of them have taken a leadership position in this zone and it has paid off.

TW: Why does work around improving diversity in CX have to start from within? A lot of companies want to craft diverse experiences for external customers but they can’t do that without first making internal choices and change. Why is that?

 

DJ: I think it’s very difficult. You may have a few [external CX] wins just by being innovative but eventually you’ll screw up, and when that time comes, the price can be heavy. We see it all of the time. It’s the minute you try to do too much and you convince yourself that you’re an expert in something you actually know very little about – which oftentimes is culture – or you appropriate a culture, that’s when the light shines on you. So, I think before innovative companies can stake a claim in this space, they need to check themselves on how diverse they are and to what extent they embrace diversity across seven clear principles [voice, values, opportunity, respect, transparency, authenticity, and culture]. Not just the way we think or the experiences our employees have, but do you embrace this whole concept and the entire journey of every single employee that you have psychographically and demographically? And is their experience allowing them to add value to the organization like anyone else? Just having the numbers usually isn’t enough… Before you try to be an example or guide someone or a customer, you have a lot of work to do internally, whoever you are.

"Before innovative companies can stake a claim in this space, they need to check themselves on how diverse they are."

TW: Many companies want to attract more diverse clients. How have you seen DEI changes within the company impact external success?

 

DJ: There’s a lot of two-way learning that takes place at that executive level [during the DEI work]… From an optics perspective, it’s important that the organization sees what the executive team says it values actually play out. [When that happens], the optics change. “Wow, okay, I see that person in the seat. I see that person making a decision. I see that person adding value at a high level, it’s not just talk anymore.” That’s empowering for an organization. From a business perspective, we talk a lot about how it adds to innovation and it does. But beyond innovation, when I talk about diversity, I assume talent. I’m not talking about making any concession to bring diversity on. I assume a high level of talent just as I do with someone who’s “non-diverse.” So, you’re adding talent to the organization – folks that have a professional journey that no one else has. That adds value to the organization…. That cascade [effect] has many aspects to it. The tough part is when organizations have operated so long without it and deem themselves successful. It can be tough to get around that corner because you’ve never experienced it. You are 70% of the time hitting your profit margin goals; your profit logic seems to work for you. Leaders sometimes question why they really need to make this change any higher than the baseline folks in the organization.

TW: It comes down to what you deem success as. Hitting quotas and making money is one type of success, but if you’re in the business of serving your community – even if you’re achieving your goals and the board is happy – you’re not really succeeding in the community.


DJ: The community aspect is really important. I’ll even stop short of that and say how successful do you want to be and have you been limiting your vision of success because you haven’t experienced diversity? There are markets you haven’t even pursued. So you’re making tough decisions now but it’s going to [end up benefiting] everything… If you’re serious about maximizing opportunity, I think not pursuing high level diversity is a big mistake.

 

TW: Let’s rewind and start at the beginning. How does your DEI work with a company typically begin?


DJ: I start with a conversation with the highest level executive team. I like to understand what their sense of the organization is right now. What’s prompting them to do this work? Are they willing to make really tough decisions down the road and maybe have some discomfort? Then I shift into a conversation with that second level of the organization and understand what’s the history been around diversity? What are the statistics telling us? What are the demographics of the organization? Then I like to hear from the organization and that’s where cultural assessments come in. It’s very difficult to do this work if you jump into training and development, but you haven’t accessed the organization across critical principles – that’s the next step. That’s the beginning of the work for me. It’s oftentimes the toughest part, especially when the data is staring you right in the face and the organization has been clear because everything we do is anonymous. So those are the first steps – to hear from everyone in the organization and not assume anything.

 

"How successful do you want to be and have you been limiting your vision of success because you haven’t experienced diversity?"

TW: How do you guide people through the realization and acceptance of the statistics that they did not intend to be racially unequal or biased in the company?

 

DJ: Fortunately, I have a pretty long history with a company who has had its peaks and valleys as it relates to racial diversity, and gender diversity quite honestly. So, part of what I can do is speak to experience and how – if a decision is made and embraced – how successful you can be… On the other hand, there are certain organizations that I wouldn’t try to convince a racially diverse employee base to work with because the culture is wrong for them. So, what I try to do is convince a leader that this journey they’re about to embark on must be personal and professional, but it must be personal first. If you’re disconnected outside of work, you’re going to have a much tougher time making critical decisions about DEI at work. Don’t think you can step in and step out – the Clark Kent Superman scenario – you can’t do that. This becomes a life journey and the two entities [personal & professional life] are connected. And if you don’t see it, employees see it. There’s a transparency piece to this that extends beyond working in the office. What does your life at home look like? And that’s the part that is often tough – you have to bring that personal shift into the office, you can’t put it on once you get to the office.

TW: What are some things people need to evaluate about their life at home? How does that impact their diversity efforts in the workplace?

 

DJ: Well, there’s a couple things. How willfully ignorant are you? Do you allow yourself to stand on the periphery of racism? Or are you active and addressing it? How complicit are you? Do you allow conversations to be had that are unacceptable in your presence? Are you dismissive? And I think another one that people really tend to overlook is how conflicted you can become when these other three things happen. Are you saying one thing at home and in your social circles and trying to say something different at work? I think that’s more important.

" If you're disconnected outside of work, you're going to have a much tougher time making critical decisions about DEI at work."

TW: How does social media play into this? How powerful is social media as an activist?

 

DJ: Well, I think social media can be powerful, but I think there are a number of people who use it as a crutch. There are some people who don’t post anything at all who are doing more work than any of us. Social media can tell us a lot, but I don’t rely on it for my answers. I have a process that I use to separate the branding aspect of this from the business model aspect… Social media plays a role, as it does in so many different sectors of life, but I personally don’t rely on that to make any determination on where a person is in this journey. It’s too easy to post or not post, or be so innovative in other aspects of your life, but when it comes to [DEI work] you become a re-poster, for example. So, it doesn’t mean a whole lot to me.

 

Also read: Social Media Mission Statements: What Are They & How Do They Help Your Strategy?

TW: Many companies shared sentiments of support for #BlackLivesMatter on social media but were then challenged to share what their plans for learning, listening and improving really were. If a company said the right words but didn’t know what actions to take, where can they start?

 

DJ: Honestly, maybe I’ve been around too long, but long enough to be skeptical. I don’t buy into the narrative of confusion and not knowing what to do. I buy into the narrative of it not being important enough. There are so many aspects of business where leaders have become experts because it was important to them and it was an undertaking that was a requisite. This isn’t treated as a requisite. I don’t know how you could be so confused about this, but so enlightened in other areas of the business. So, when I hear the words, “This can be confusing!”, I’m skeptical of that. I think you haven’t decided how important it is to you, yet. Or you have and you’re not talking about it. You’ve made a decision – it’s not important to you. I’ve been around too many business leaders who are great at some wonderful things. Being confused about this is confusing to me.

 

TW: That makes so much sense. You’re really fond of golf, and you want to be an expert in golf, so you go out and do it.

 

DJ: First thing you do, you hire a pro. Second thing you do, you buy clubs and you start practicing. It’s very simple if you want to be great at it. DEI is no different. What hasn’t been decided with a lot of leaders is “I want to be good at this and I want to make change.” Because there comes a point when the data is there and the numbers are staring at you, and it’s not about what I tell you anymore, it’s about what you want to do. And I love it when we get to that point because it’s not in my hands, anymore. The charter is there. The people who have stepped up and exercised their voices have done so with passion. What are you going to do?

 

Also read: Why Customer Experience Can’t Be All Data Driven

"I’ve been around too many business leaders who are great at some wonderful things. Being confused about this is confusing to me."

TW: You’ve mentioned the need to make tough decisions a couple times. What are some of those tough decisions that companies often have to make?

 

DJ: If your executive team is all white and you claim you want to build a diverse organization, you have a tough decision to make. If you want to stay like that and still claim you’re going to be diverse, I think you have some really tough decisions to make. It’s not easy to change the composition of a team, initially… Oftentimes, I find that the work that they do remains lower down in the company. There’s no intention of shifting that homogenous group at the top. But to think you can remain static [within your leadership team] and bring [other] diverse employees in who think, “I’m not even going to get [advancement] in my head because there’s no one there that even looks like me, understands me, wants to connect with me.” I don’t see how that’s a viable journey for business leaders. If you say this is your vision, then you have to rethink everything. So, one of the toughest things for me is when we get to this charter phase – developing a charter for diversity – these decisions start to fall on the organizations. I can provide skeletal models and [outlines of] things you need to think about, but then decisions need to be made at the executive level. It needs to be authentic to them.

 

TW: So what kind of data or KPIs do you usually suggest for measuring how efforts are playing into overall business?

 

DJ: It’s critically important to understand the seven aspects that are critical to DEI – voice, values, opportunity, respect, transparency, authenticity, and culture. I measure employee sentiment on each one of those using a SWOT analysis. Do the responses represent a strength, weakness, opportunity, or threat for your organization based on your employee feedback? Same with all seven. That tells us a number of different things: A) How employees feel because the SWOT analysis is anonymous, and B) what to measure our progress against. It provides a baseline for future work to see how valuable the change implemented is when we do additional assessments in 6-12 months. So, as opposed to simply relying on narratives, we use hard numbers. That tends to provoke folks to act. Along with that, we do supplement with narratives. Say more about the company’s voice and ask employees for feedback on that. It’s pretty much consistent though with the scores that we get. What’s interesting is we can get scores that range from a nine, which means this is a strength for the organization, or one, which highlights a threat. Leaders have to own all of the responses that they receive. For example, if you have an organization of 75 employees and 10% of your organization say opportunity is a threat, but your score ended up at an average 9.2, are you going to own that 10% or does that not matter? That threat is living and breathing in the organization. If it’s anonymous, what does that 10% look like? It’s the 10% who doesn’t feel relevant to the culture. So, we’re very diligent about that step in the process and were very diligent about leadership taking accountability.

"Decisions need to be made at the executive level. It needs to be authentic to them."

TW: Any last comments you’d like to share?

 

DJ: I believe in people and I believe in talent. I know how I grew up, and I don’t think hard work is enough. I think we have to acknowledge certain things that are systemic and certain things that we may not want to buy into. I like to get leaders out of embarrassment mode as soon as I can because a lot of embarrassment comes with this. You’re typically not producing when you’re in embarrassment mode. It’s okay to be embarrassed for a night when these numbers come through and you don’t like them. Turn around, get back to work, get out of the embarrassment mode, focus on what we’re going to do. Because often, this was never a focus. How could you have great assessment numbers?… [Leaders] can relearn and we can create new habits and beliefs, [they] just have to put in the work.

 

Learn more about Dr. Daryl Jones by checking out his podcast The Conscious Vibe and following him on LinkedIn, and read more about Tallwave’s culture on our website here.

Categories
Strategy

What Is CX & Why Does It Matter

Just like life, CX is a compilation of moments. Not to be confused with UX – which describes experiences delivered through singular interactions, such as finding information, completing a task or searching a web page – decisions made in CX design are done so in a more holistic, long-term and enduring way that creates long-term trust and good will. When done right, it drives differentiated value and results in one million touch points over the course of a lifetime that empowers meaningful bonds with customers.

Often measured by overall experience or likeliness to continue use and recommend to others, CX is ultimately about making people feel good. It’s the new dark horse consciously and subconsciously driving buyers’ decision-making. With so many options and more power than ever to choose, customers can be more discriminatory about who they spend their time with and reward their money to. Simply put, if they don’t like you, they probably won’t continue to support you. On the other hand, if you give them an experience that is personal, memorable, and connects with them on a deeper level, you’ll win more than just their wallet share.

Simply put, if they don’t like you, they probably won’t continue to support you.

What does good CX look like & entail?

Good CX aligns purpose with value, is consistent, builds trust, and adds ease and enjoyability to every touchpoint and stage. It creates lasting impressions that drive customers – and employees – to shout your praises from the rooftops.

 

Crafting experiences is less about designing and controlling every single interaction. That’s not possible. It’s more about crafting the conditions in which certain types of interactions – ones that result in a positive and feel good impression – can happen consistently and reliably over time. That type of work takes data, commitment and, perhaps most importantly, strong cross functional collaboration.

 

Also read: How a Powerful Brand Works as Insurance

It all starts with your customer

You can’t have a great customer experience without understanding your customer – not to only understand what they think, feel and value, but why they think, feel, and value the things they do. It’s this type of data gathering, analysis and segmentation that enables brands – despite the industry or legacy longevity – to personalize their entire customer journey to satisfy customers’ unique needs.

 

Using both qualitative and quantitative strategies to gather information and compiling psychographic profiles as well as demographic ones can give you powerful insights into what your customers value most. The energy you invest into getting to know and truly serve your customers is the energy they’ll give back to you.

Then it takes heart

CX encompasses both internal and external stakeholders – in other words, employees, and customers – and when crafting CX, brands must prioritize human needs before business needs and work from the inside out. That means taking a hard look at the culture and experience provided for employees and mending areas of friction, breakdown or inconsistency with the brand’s core values.

 

Also read: Why Customer Experience Can’t All Be Data Driven

 

Part of cultivating a positive culture is empowering cross functional collaboration, a crucial component of integrated success that directly impacts external CX. Each person and team must understand the goals and play towards the same result. Crafting operational CX is like conducting an orchestra – each player contributes to the final product. No singular team can be the designated driver of CX. It takes collaboration between different functions to provide a holistic experience from the surface to the core that stays true to the brand’s purpose and delivers consistent messaging and predictability across all touchpoints, channels, and platforms for the end user.

Core Messaging Framework | Tallwave

Never stopping evolving

Just as people evolve and grow over time, so should CX. Doing so requires a commitment to establishing feedback loops and signals that tell you how you’re doing, as well as a commitment to iterating and improving the areas of your business that impact CX. These include your personas, content, design experiences, marketing channels, product developments, and your employee-customer interactions. Doing so will ensure you will continue to deliver unforgettable moments that increase loyalty, build community, keep competitors at bay, and plant seeds for future growth.

 

Investing in excellent customer experiences is just that, an investment, but if done right, it can create a snowball effect of success.

 

Also read: How Companies Are Adapting Their CX During COVID-19

Stats That Prove the Importance of CX

Many studies have been completed around customer experience and sentiment through the years. Here are a couple stats that prove just how much a good CX strategy can impact business:

  • A PWC survey found that 86% of consumers are willing to pay more for products and services that deliver positive customer experiences.
  • A Globe News Wire segment survey found that personalized experiences motivated 49% of buyers to make impulse purchases.
  • Out of 15,000 surveyed, PWC found that 1 in 3 consumers would abandon a brand they loved after just one bad experience; 92% would abandon after 2 or 3 bad experiences.
  • Customer service is dictating purchasing habits. A Salesforce survey reported that 73% of people who experience CX from one business raise the standards they hold other companies to. 

And with more and more companies investing money into improving their customer experiences each year (79% of surveyed executives told Simpler Media Group that improving digital CX is a very or extremely high priority for 2020 & on), some are already leading the way. Companies including Drift, AirBnB, and Lululemon continuously set the pace and expectation standards for their markets and are always looking for the next best way to personalize journeys to their customers’ needs.

The Bottom Line

Not every business or brand needs an altruistic mission but it does need to connect with its customers and be cognizant of how it makes customers feel at each stage in the user journey. “Experience is everything” is not just our rallying cry at Tallwave, it’s where we see consumers moving and where consequently brands need to move, as well. Companies who deliver exceptional experiences and make consumers feel good about their interactions will be the ones who become and remain relevant. It takes work and it requires continual commitment, but if the relationship with your customers matters to you as a brand, then it’s a commitment that should be fun and well worth it.