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Customer Engagement Highlights Strategy

Better Together: A Paid Media and CRO Marketing Love Story

Picture this, you’re executing a holistic paid media strategy, driving traffic to your website through a broad range of tactics like digital video, streaming audio, display, paid social, and paid search. Paid media is living the good life, racking up impressions, driving ad engagement, and generating some conversions along the way. But something is missing…

Conversion rate optimization (CRO) marketing, a strategic method of testing, iterating, and optimizing on-site functionality to improve the user experience and increase the rate of conversion (or high-value action), is sitting on the other side of town, pulling petals off a daisy, waiting to find a partner who can produce the quality traffic and insights it needs to really thrive. A partner to complete him…

Both paid media and CRO are integral parts of an efficient and effective marketing plan, but oftentimes are treated as independent tactics with little regard for one another. Much opportunity is missed by only running one of these programs or by running them in silos.

Integrate your paid media and CRO strategies and watch the sparks fly.

Two Lovable Leads: Paid Media & CRO

Our love story begins with two independent marketing tactics, paid media and CRO, living worlds apart (or perhaps just a siloed marketing team away), not realizing just how incomplete they are without one another. Existing as stand-alone tactics, paid media and CRO will generally (hopefully) produce positive results for their campaigns, but are limited in their respective abilities.

Most comprehensive marketing plans include paid media. It’s a great way to get in front of your target audience, build brand awareness, and drive traffic to your website. In fact, marketers typically spend up to 25% of their marketing budget on paid media.

That’s a huge investment!

But what happens when those prospective customers get to the website?

If they encounter a poor landing page experience, they may get lost trying to navigate through on-site information, they may abandon cart before finalizing a purchase, or — worse yet — they may just … bounce. A poor user experience on-site greatly reduces the chance for conversion, causing something of a leaky bucket situation, in which site visitors fall through before converting. And then all that time, money, and effort you spent trying to drive traffic to your site through paid media was… kind of a waste.

Since paid media success is often evaluated based on its ability to convert traffic, a poor landing page experience can be detrimental to a paid media campaign. To further amplify the pain felt here, paid media marketers often don’t have the ability to control the landing page experience, which can fuel frustration and drive misalignment between paid media tactics and performance. If only there were something that could help plug that leaky bucket….

Meanwhile, still hanging out on the other side of town, CRO is becoming a more popular tactic with marketers. More companies are investing in CRO strategy to identify and address weak areas on the website that may be impacting the user experience and actively working against the company’s goals. CRO allows marketers to systematically test various iterations of website functionality to determine which iterations are most impactful in weeding out points of friction and producing conversions (or any high-value action, like a lead form submission, an “add to cart,” a search query, etc.).

And CRO isn’t limited to just major points of conversion, like transactions and lead form submissions. It can also be applied to “micro-conversions,” or behaviors that sit just upstream of the point of conversion, such as product page views, in an effort to address the larger user journey.

But CRO only works if enough quality traffic is being driven to the website to run tests that yield statistically significant results.

The Meet Cute: Where Two Digital Marketing Strategies Come Together

So paid media and CRO might get along just fine on their own, but bring them together …

Fireworks bursting on a dark sky.

FIREWORKS!

By running these two tactics in tandem, always-on paid media ensures enough traffic is flowing to the website for the CRO team to run impactful and efficient tests. In addition to traffic volume, a strong paid media plan will also help ensure that quality traffic is being driven to the site, which is crucial for producing meaningful CRO test results. The more qualified traffic coming to site, the quicker CRO tests can produce data-driven insights, the quicker actions can be taken to make UX improvements on-site, and the quicker you’ll see a lift in conversions.

Likewise, an active CRO strategy helps ensure that users who come to the website through paid media efforts can seamlessly work their way through the conversion path. An investment in CRO helps protect your paid media investment by keeping visitors on-site and increasing their likelihood of converting, which in turn boosts important KPIs like conversion rate and return on ad spend.

Building Butterflies: 1 + 1 = 3

But here’s where the real magic happens.

By running these two tactics as part of one integrated strategy, you now have a constant flow of data between the two. And data, as we all know, is king. Paid media insights can help the CRO team better understand who the target audience is. Knowing who is engaging with ads can help establish tests for how best to connect to those audiences on site. Learnings from CRO tests may impact paid media channels, placements, targeting, and creative recommendations. The constant flow of learnings between teams will increase the ability for both teams to identify tests, optimize features, and effectively connect with the target audience. And, perhaps most importantly, when CRO and paid media come together, they create a more seamless brand experience that is felt by the user.

Through an effective paid media and CRO relationship, messaging, creative design, and paid media placement will feel cohesive when a prospective customer clicks through an ad to the website, rather than feeling like two separate experiences.  Leveraging paid media and CRO together makes marketing plans more effective and marketing budgets more efficient.

No love story is complete without a montage!

The Lightbulb Moment: Recognizing the Need for a Paid Media & CRO Relationship

So how do you know when you might benefit from an integrated paid media and CRO strategy?

The following indicators suggest that your paid media traffic is being met with a poor user experience on-site and is in need of CRO:

  • Paid media traffic has a bounce rate over 80%
  • Paid media traffic is spending a lot of time on-site and/or visiting many pages on-site, but isn’t taking any high-value actions
  • Paid media users begin the conversion process (E.g., adding an item to cart), but ultimately do not convert (E.g., complete purchase)

The following indicators suggest that your CRO marketing program is in need of more qualified traffic via a new or improved paid media plan:

  • Not enough traffic to produce statistically significant test results in a reasonable amount of time
  • Poor quality of leads (suggesting that the wrong audience is engaging on-site)

Running paid media or CRO alone is beneficial for your marketing program. Running both paid media and CRO  is even better. Running paid media and CRO as part of an integrated, seamless strategy with data as a driving force… that’s a love story for the ages.

You Complete Me

Tallwave is ready to play matchmaker when it comes to marrying paid media and CRO marketing. We’ve helped many clients find success.

Interested to know how Tallwave can help you implement an impactful paid media and CRO strategy? Let’s talk!

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Highlights Strategy

Uncover the Benefits of Featured Snippets in Your Web Strategy

Google’s organic search experience is designed to put users first. New search features and refined results connect users with what they need to make educated decisions about everything from what products to purchase to what site presents the most authoritative information needed to solve a problem. Google rolled out featured snippets to the search engine results pages (SERPs) in 2018 and has since transformed the way information is accessed and user questions are answered.

Even five years after launch, featured snippets and the strategy behind them come with many benefits. From increased click-through rates to enhanced user trust, winning a snippet puts you at a major advantage over competitors vying for the same keyword.

As of today, nearly 20% of all searches deliver results that include a featured snippet. This makes snippet strategy essential to organic search rankings, customer experience, and even conversion rates. Focusing on an organic web strategy and winning featured snippets is more important now than ever, as this can help combat the increasing costs and stagnating results many businesses are seeing with paid search placements.

What Are Featured Snippets?

Featured snippets are extended blocks of information intended to give users a quick answer to their questions or search queries. Users might see a list, chart, or fact at the top of the page that provides instant access to the information they seek. Paragraph snippets are the most common type of featured snippet, accounting for 82% of all snippets and providing rich information to answer search queries. 

You might consider featured snippet location on the SERP as “position 0,” the coveted spot between paid results and the rest of the organic results. This position is quite desirable—you can’t pay for this placement and landing here proves that Google has determined your content to be of exceptional value to the reader.

An image of a paragraph featured snippet.

Featured snippets can mean different things to users and to content marketers. 

To users, a featured snippet means their question is immediately answered and they can instantly access a web page with helpful content and authoritative information about their query.

To content marketers and SEO and UX/CX experts, featured snippets are SERP spotlights that give their quality content and web strategy an edge over the competition and should be an essential part of their digital marketing strategies.

Why Are Featured Snippets Important?

Featured snippets are more than just an important part of organic web strategy, they’re essential. There are at least four ways featured snippets can benefit your business:

  1. Increase Web Traffic and Improve CTR: Our numbers show that owning a featured snippet can increase CTR by more than 850%, driving even more traffic to your website and consumers into your sales funnel.
  2. Boost Brand Awareness: Landing at the top of the SERP with extra real estate increases visibility for your brand or business. It demands consumer attention.
  3. Grow Website Authority: Featured snippets are a serious factor in building domain and page authority as they lead to better and more qualified traffic to your website.
  4. Optimize Conversion Rates: Featured snippets can usher in users who are likely to become customers by answering their questions and providing need-to-know-now information.

Another unique benefit of including featured snippets in your web strategy is related to the increasing prevalence of voice search. Voice assistants and tools like Amazon’s Echo, Apple’s Siri, and Google Home are increasingly common in many homes and vehicles. According to December 2022 reports from Statista,  35% of all households in the United States own smart speakers. Voice search queries are among the most common way users interact with these devices. And in many cases, voice search devices answer questions by citing a featured snippet.

There’s still much more to the snippet equation and Tallwave’s proprietary research proves it. Let’s look at some of Tallwave’s unique specifics and statistics about the benefits of featured snippets for your business and web strategy.

How Tallwave Clients Win with Snippet Strategy

In-depth analysis and data-fueled strategy are essential parts of Tallwave’s approach.

We put that approach to work within the organic search strategy for a large regional healthcare client to help them win featured snippets, gaining prime visibility ahead of other organic search results and enhancing the authority of their brand. 

Here’s how we did it and what we learned along the way.

How Can Featured Snippets Drive Growth?

Tallwave wanted to better understand what kind of content Google found “snippet-worthy” and how to apply these features to drive growth. To do this, we looked for trends and commonalities among snippet-winning content to determine what Google evaluates as high-value and the impact snippets have on website engagement.

As such, Tallwave analyzed more than 1,000 featured snippets owned by a client’s (a major healthcare provider) website in 2022. Of these 1,000 featured snippets, 98% belonged to approximately 50 posts on the website’s blog.

Tallwave started by comparing the click-through rate (CTR) for keywords that owned featured snippets to all other ranking keywords on the site. When it comes to organic searches, CTR refers to the number of impressions seen in the SERPs divided by the number of users who clicked through to the site. 

For this client, the average click-through rate for a snippet-owning keyword in position one on the site was 25.9%. The average CTR across the entire website was 2.7%. Owning a featured snippet for a search term helped us boost the client’s site clicks by an impressive 859%. 


Not only does a high CTR drive traffic to the site, but Google has consistently hinted its algorithm considers CTR as a ranking factor.

An infographic shows the value of featured snippet

Snippets Have Serious Imapct on CTR

The kind of keyword that won a featured snippet was also an important consideration in Tallwave’s analysis. Out of the client’s 1,000 snippet-owning keywords, 91% represented searches with “informational” intent, implying the searcher was looking for information needed to solve a problem. Presenting the information the searcher needs when they need it establishes your business as an expert or solution, sending the searcher down the sales funnel toward converting. 

While a featured snippet for an informational term might not win an immediate conversion, it certainly adds to visibility and helps establish your website’s authority and business credibility. Data from HubSpot suggests it takes around eight touches to lead a customer toward conversion. A featured snippet with rich, relevant results that directly answer a consumer’s need is a high-value touchpoint and will likely help keep your brand top of mind when they are ready to take action.

What Factors Help Content Win Featured Snippets?

In addition to analyzing the CTR and type of keywords winning snippets, Tallwave also examined factors that make a blog post or web page “snippet-worthy” in Google’s eyes. This gives us unique, specific, and proprietary information that can be applied across clients to help create content that drives awareness and promotes high-value engagement.

Here are some of the key factors we’ve uncovered in working with our clients that you should consider in your organic search strategy:

  • Make Keywords Clear: Many blog posts with featured snippets include a primary keyword in the form of a question in the headers and body copy. 
  • Longtail Keywords Set Off Snippets: Longtail keywords are highly-specific search queries, often 3 to 5 words in length. These kinds of searches are more likely to trigger snippets for users seeking immediate answers.
  • Prudent Header Placement Wins: Strategically placing H2s and H3s within website content increases the likelihood of that page or post winning a snippet.
  • Outperform Competitors with Word Count: Blog posts and website pages with a competitive word count consistent with (or slightly higher than) the competition’s copy and with a specific number of words between headers (H2s, H3s) help content win snippets.
  • Latent Semantic Indexing (LSI) Works: Latent semantic indexing occurs when SERP results are populated based on similar and conceptual keywords. For example, a blog post about anxiety might include supporting related terms like “depression,” “mental health,” “phobias,” or “panic.” The use of these related keywords might also increase the likelihood of content owning a featured snippet.

Reap the Benefits of Snippet Strategy

The benefits of featured snippets abound. Winning featured snippets and “position 0” SERP placement directly translates into contextualized search visibility for your brand or business, increased and better-qualified website traffic, proven website authority, and, ultimately, more customer conversions.

Providing SEO solutions and website and content strategy is just part of how Tallwave wants to drive your success. As a leader in providing integrated marketing solutions and more to both established and up-and-coming brands, Tallwave is ready to deploy our customer-centric and cohesive approach in a way that is unique to your vision and creates exceptional experiences for consumers of all kinds. From customer journey mapping to paid media services to product design and beyond, we’re ready to talk about how we can help your business win.

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Highlights Strategy

Prepare, Survive, Thrive: CX Strategies to Recession-Proof Your Business

But is This a True Recession?

That depends on your school of thought. Generally, a recession is a period of economic decline in which the gross domestic product (GDP) of a country falls for two consecutive quarters. However, there are many other factors to consider. Check out our white paper for more detailed information on recessions and recession-proofing strategies.

 

Though there is much academic debate around whether we’re technically in a recession or not, consumers are wary, and once again discretionary spending is trending down. As a general guideline, the National Bureau of Economic Research states that a recession lasts around 11 months on average, but the effects can be felt long after it has officially ended. So whether this economic downturn is a recession or a harbinger of one to come, savvy business leaders are positioning their companies to adapt so they can strategically navigate this challenging market.

Proven Recession Resilience Strategies

We’ve been here before. The recession brought on by the dot-com crash negatively affected a generation of investors, and though it was shorter-lived, it left a lasting impact. Most recently, the Great Recession of 2007-09. And though many businesses faced insurmountable challenges, others thrived. Here’s a look at some strategies leveraged by a few companies that came out stronger in the end.

Invest in Empathy

At the start of the Great Recession, Starbucks was struggling. The former king of coffee closed hundreds of stores, laid off thousands of employees, and was saddled with a pretentious image that alienated it in a time of financial insecurity. In 2008, under new (returning) CEO leadership, Starbucks immediately shifted focus to reignite the emotional attachment with its customers.


Starbucks developed a social program where customers could share ideas with each other and the company, giving input on products, services, in-store music and layout, and even corporate social responsibility. And Starbucks leadership listened—they implemented over 100 of their customer’s ideas! One of the first corporations to invest in a mobile app, Starbucks met its customers where they were, reigniting the brand by reestablishing trust, building a vibrant online community, and developing a devoted following.

Double Down on Brand

On the brink of disaster in 2008, Citigroup did an about-face, pivoting from a product-centered strategy to a client-first focus. Citigroup’s vision, mission, and strategic objectives became its driving force. It invested in understanding its individual customers, focusing on segments within each generation and catering to their diverse needs. Citigroup developed technology to measure customer feedback, allowing the bank to react and improve trust. It launched and maintained a social network presence that directly enhanced its brand image. The banking giant invested in its people, training and promoting top talent. Additionally, Citigroup segmented its products and services and operationalized a similar strategy for corporate, government, and business customers.


Since its near destruction in the Great Recession, Citigroup has focused on rebuilding its reputation and its been successful. The company continues to rank very highly in customer satisfaction, according to J.D. Power, American Customer Satisfaction Index, and their steadily improving Net Promoter Score.

Market Smarter

Facing many challenges leading up to the Great Recession, Netflix invested in research and development and strategic marketing to not only survive the recession but thrive in it. Netflix was going up against Blockbuster and Redbox in the physical DVD rental space and struggling to win market share. But when consumer spending sharply dropped, Netflix not only doubled down on its convenient mail-order model of movie rental but, having taken note of the role played by video game consoles and the all-new Smart TV, it pioneered an alternative method of media consumption: online streaming offered at a price lower than that of cable and satellite providers. Through strategic partnerships, Netflix targeted consumers with gaming platforms, streaming devices, and Smart TVs to promote a low-cost, no-late-fee, convenient, in-home entertainment option. Exactly what the budget-conscious consumer wanted.


Netflix has continued to be a leader in data- and customer-driven integrated marketing, creating a seamless, personalized experience for its users across all demographic groups. It continually optimizes the user experience based on user preferences to actively engage customers, not only enhancing their experience, but informing Netflix’s user data so it can continue to effectively personalize its customers’ experiences.

Increase Operational Efficiency

When economic crises hit, simply lowering headcount and reducing costs across your budget can help in the short term. But the most resilient and top-performing companies to emerge from the Great Recession focused their energies on improving operational efficiency. This strategy not only helped businesses survive the recession but succeed beyond the economic downturn by maintaining their momentum. After the dot-com bubble burst, devastating the tech sector, Target took a daring but well-calculated approach. During the recession, Target drastically improved productivity and supply chain operations through strategic partnerships. Additionally, it increased its marketing and sales spend, ramped up investment in credit card programs, opened more stores, and grew its internet business. And these measures paid off handsomely. Over the course of the recession, Target saw increased sales and profits that lasted well after the economy righted itself.


Target continues to invest in operational efficiency. In 2020, coming out of a record-breaking year, Target invested heavily in fulfillment services and supply chain to reduce friction points and scale capabilities. Additionally, and equally important, Target continues to invest in technology to provide customers with a more personalized and streamlined experience, increasing loyalty and driving growth.

Recession-Proofing Recommendations and Approaches

While many businesses failed in past recessions and economic downturns, the businesses featured above show that investment in resilience strategies can help companies both navigate challenging markets and carry the benefits of those investments into the future. Understanding and optimizing your customers’ experiences, strategically marketing your products and services, defining and refining your brand, and increasing operational efficiencies are solid strategies to drive customer acquisition and loyalty, increase market share, and drive growth.


Economists have predicted a 40-70% probability of a global recession in the next 18 months. While there is uncertainty regarding when, to what degree, or even if we will enter a true recession, looming economic uncertainty poses many of the same challenges.

What Other Business Leaders Are Doing to Prepare

We spoke with partners and business leaders across multiple industries to find out how they’re preparing for a potential recession—what they’re doing to protect their businesses and, where possible, gain an advantage over their competitors. Read our in-depth report Recession Proof Your Business: CX Strategies for Recession Resilience for valuable insights, expert opinions, and strategic approaches on how to prepare your business to not only survive but thrive in a challenging economic environment.

Ready to Increase Your Business’s Recession Resilience?

There are a lot of questions surrounding the current economic environment, and whether or not we are technically in a recession or one is on the horizon, investment in a strong CX strategy will help position your business to withstand challenging economic conditions. Ready to learn more? Let’s chat!

 

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Strategy

What’s the Big Deal with Consumer Data Privacy?

Data has become the fuel that fires successful business strategy. From achieving a 360-degree view of your customer to drive a stronger customer experience to moving beyond measuring marketing program performance to predicting consumer behavior in response to marketing stimuli, a strong data strategy makes it possible. As powerful as the relationship between organizations and their data can be, this has become secondary to the relationship between consumers and their personal data.

 

In the last few years, concerns about consumer data privacy have dominated conversations about how data is collected and used by businesses. With Europe leading the United States in terms of the stringency of consumer data privacy legislation around the collection and use of consumer data, US-based companies, marketers, advertising partners, and data brokers have been watching from a relative distance as those serving global audiences have grappled with the impact of European data privacy laws and, in some cases, suffered from fines and even bans for missing the mark. 

 

For those serving the US market, Google’s 2020 announcement that they would phase out support for third party cookies signaled that broad reaching changes to consumer data privacy were coming stateside. Two years later, marketers and publishers have found ways to navigate a world where consumers have significantly more control over their data. With Google announcing that they will no longer collect data in Universal Analytics properties starting July 1, 2023—a move that will provide a more holistic view of the consumer journey while also adapting to new consumer data privacy legislation—many companies are scrambling to plan for that change to avoid potential data loss. With Google Analytics serving as the primary web analytics platform for an estimated 86% of websites, the impact is far-reaching.

 

So what should companies be doing, both in the near term and the long term, to set themselves up for success in an increasingly data privacy-focused world? We’ve got recommendations to help you make the right moves now to protect data integrity and continuity in the face of forced migration away from Universal Analytics and to evolve your data privacy strategy for the long run. But long-term success requires a big picture view of where the world is headed when it comes to consumer data privacy. That begins with understanding how we got here in the first place.

The Evolution of Consumer Data Privacy Legislation

In 1950, the European Convention on Human Rights put a legislative stake in the ground on privacy, stating that “Everyone has the right to respect for his private and family life, his home and his correspondence.” With the invention of the Internet and the proliferation of global technologies that completely changed what “correspondence” could look like, the European Union had to adapt and they implemented the European Data Protection Directive in 1995, which set minimum standards for consumer data privacy and security.

 

In 2012, the European Commission introduced the General Data Protection Regulation (GDPR) with the primary aim of giving individuals control over their personal data and to simplify regulations within the EU. The GDPR became enforceable in 2018 and established a model for many national data privacy laws in countries such as Chile, Japan, Brazil, South Korea, Argentina, and Kenya. As of today, the United States government has no single consumer data privacy law similar to the GDPR. Instead, the U.S. takes a ‘sectoral’ approach, which relies on a combination of legislation, regulation, and self-regulation rather than government regulation alone.

 

While the GDPR was taking shape in Europe, the state of California introduced the California Consumer Privacy Act (CCPA). This state statute enhances consumer data privacy rights and consumer protection for California residents. When the CCPA passed in 2018, many companies and industry groups came out in favor of passing a federal consumer data privacy law. Now, California has gone a step further, introducing the California Privacy Right Act (AKA CA Prop 24). The CPRA imposes new requirements for businesses to protect personal information, including minimizing data collection, limiting data retention and protecting data security.

Why is Data Privacy and Security Strategy Important to Google?

As companies serving European audiences have begun adapting to more stringent consumer data privacy regulations, the degree to which US-based data platforms comply with those regulations hasn’t been cut and dry, with contradictions in policy complicating the issue. For example, a 2020 judgment from the Court of Justice of the European Union invalidated the EU-US Privacy Shield, a legal framework designed to allow enterprises in both the US and the EU to exchange personal data for commercial use. Because the US surveillance laws like the CLOUD Act require data disclosure from US-based companies when requested by the government, the EU-US Privacy Shield was ruled to provide inadequate protection to comply with GDPR requirements. This left a lot of companies and data platforms, Google being the largest, scrambling to address compliance gaps. That’s where GA4 comes in.

 

For the majority of US-based companies, migration to GA4, the fourth iteration of Google Analytics released by the company in 2020, is a likely part of the near-term strategy for complying with consumer data privacy legislation. Google released additional privacy controls in April of 2022 to further shore up the platform’s compliance with GDPR. Then they upped the ante for all companies using Google Analytics, whether they serve international audiences or not, by announcing that data collection via Universal Analytics, the predecessor to GA4, would stop July 1, 2023. While migration to GA4 or some other data platform is a pressing concern for most digital marketers and technology teams (and if you’re in that boat, we can help you with your GA4 migration), this is also an opportunity for both to come together to craft long-term, big-picture strategies focused on the very human emotion behind these technical shifts in data handling: the desire for trust.

What Does Consumer Data Privacy Mean for Your Data Strategy?

Experience defines how people feel about your brand and your business. Trust is built when brands and businesses consistently create experiences that deliver value to the people who interact with them while making them feel safe. Rather than focusing on the short-term proposition of choosing a new data platform, companies will be better served by focusing on long-term strategies for capturing, storing, and utilizing first-party data. Not only will this better equip marketers to navigate consumer data privacy regulations restricting third-party tracking capabilities, but it will create more valuable experiences for consumers, earning their trust and increasing the likelihood that they’ll willingly share their data based on the expectation of receiving value from that exchange. Here are some big-picture considerations for your long-term strategy for data privacy:

Prioritizing Data Ownership

Companies whose data privacy strategies prioritize data ownership will be better positioned to succeed as access to second- and third-party data becomes more limited. Customer databases and CRMs can be treasure troves of first-party data companies already have access to and can begin leveraging. Creating and gating high-value content or using other incentive-based strategies can be an effective way to convert zero-party data while offering consumers something of value. Investment in your data insights infrastructures is also critical for enabling a strategy for data privacy that also makes the most effective use of owned data to inform marketing strategy and drive performance..

Investing in Deep Knowledge of the Customer

Intimate knowledge of the customer has always been a foundational part of an effective marketing strategy. As shifts in the consumer data privacy landscape are leading the targeting capabilities available on third-party marketing platforms to become less precise, depth of knowledge of the customer will increasingly become a competitive advantage. The companies that know their customers best, from knowing and documenting their demographic and socioemotional characteristics in persona profiles to understanding how they verbalize their needs and pain points through search, to mapping their thoughts and behaviors throughout the customer journey, will be able to mitigate the impact that ongoing changes in the consumer data privacy landscape might have on their business.

Resisting Overreliance on Low-funnel Tactics

When it comes to marketing strategy in general and paid media strategy in particular, many companies are over-indexed in low-funnel investment. Given their proximity to the point of conversion, it’s easier for companies to draw a direct line from investment in these tactics to tangible returns. The truth is, that’s always been short lived in its effectiveness. Without investing in activity that feeds the funnel by introducing unaware audiences to your brand, the volume of those who make it to the bottom will dwindle over time. As new consumer data privacy regulations change the way success is defined and performance is measured, building the kinds of consumer relationships that drive long-term growth will take on renewed importance. Implementing full-funnel marketing strategies with content that attracts and engages customers throughout the customer journey rather than an overreliance on low-funnel paid media tactics will help companies maximize audience reach and create momentum throughout the funnel.

Moving Beyond a One-size-fits-all Customer Experience

According to a BCG and Google joint survey on consumer privacy and preferences, consumers are interested in the benefits that come from marketers’ ability to deliver a data-informed experience, like personalized content and increased content relevance. But consumer willingness to provide the data needed to create those benefits vary greatly by segment based on the kind of data being sought and consumers’ perceptions about how it will be used. Rewards programs, loyalty points, discounts, VIP programs, and content gating can help companies create the kind of value that consumers want to see in exchange for their data. But the research indicates that a one-size-fits-all approach won’t be effective. Companies that invest in understanding their audiences, segmenting them effectively, and creating segment-specific experiences will be better equipped to create value and inspire trust among their customers.

What Is Your Strategy for Data Privacy, Now and in the Future?

The kinds of monumental shifts we’re seeing driven by an evolving consumer data privacy regulation landscape present an opportunity for forward-thinking brands to advance businesses. While ensuring you have an effective, compliant data platform implemented in time to avoid data loss as Google sunsets Universal Analytics is a critical immediate move, this is a great time to explore your overall strategy for data privacy and measurement along the journey of your customers or users. And if you aren’t clear on the current or ideal journey to drive acquisition, engagement, and loyalty, now is the time to prioritize that discovery work. All to say, this is an opportunity not just to migrate today, but to position your company to advance and transform for tomorrow. If you’re looking for immediate GA4 migration support or you’re interested in transforming your CX to be more consumer-centric and first-party data-driven, contact us today.

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Strategy

GA4 Implementation Strategies and Solutions: 5 Key Questions to Prepare You for Migration

Many companies rely on Google Analytics to support their data strategies. In fact, with an estimated 86% of websites using Google Analytics as their primary web analytics platform, Google is squarely the market leader in the web analytics space. The current version of Google Analytics (GA), officially called Universal Analytics (UA), was launched in 2012. Since then it has seen many updates and evolutions, but Google is officially deprecating the tool for some users in 2023 and others in 2024, and GA4 will be the only analytics platform available from Google. This is not just Google officially ending support for UA, but disabling data collection through the platform altogether, leaving any organization using UA without an active analytics platform. While Google Analytics is just one component of the data strategy framework (this article lays out broader data privacy considerations and insights relevant to data strategy), it’s a critical one. The deprecation of Universal Analytics will have tactical and strategic impacts for companies that rely on the platform and now is the time to ensure you have the support you need for a successful GA4 implementation. The standard implementations of Universal Analytics will stop receiving new data on July 1, 2023 and the premium Google Analytics 360 implementations of UA will stop receiving new data on July 1, 2024. The first announcement from Google regarding UA indicated all accounts would stop receiving data on July 1, 2023. This has since been updated for GA360 users and Google has extended the deadline to 2024. This may seem far in the future, but avoiding data gaps through this transition requires parallel implementation of GA4 alongside UA before data collection through the latter stops. Companies using Universal Analytics that delay their GA4 implementation could experience significant negative impact to their data strategy, such as the loss of YOY reporting during the time between July 1, 2022 and June 30, 2023 in which data was not being collected in GA4. Beyond the need to ensure data continuity, migrating to GA4 can unlock some new features and capabilities not previously available in Universal Analytics. But because there are quite a few differences between the new and legacy platforms, the sooner brands familiarize themselves with GA4, the more prepared they’ll be to make the most of what it can do. If you’re preparing to make the move to GA4, here are answers to 5 big questions that will help you make a smooth transition and set your data strategy up for success.

1. GA4 vs. Universal Analytics: What’s the Difference?

GA4 is designed to reflect the changes in consumer behavior that have happened over the past decade. Consumers are using multiple devices constantly, and data collection methodologies need to allow for collection of data from multiple devices. Additionally, with ongoing changes to data privacy regulations, new approaches will be needed to define and measure success. Here are some of the advantages that GA4 offers when it comes to data collection and analysis:

New Features in GA4

Improved cross-device tracking

Universal Analytics was mostly constrained to using device ID to identify users, with user ID functionality limited to only a few reports. GA4 uses a combination of device ID, user ID, and Google signals to identify users across devices, allowing for more accurate digital analytics and customer journey analysis during an ever changing cross-device, cookie-less landscape.

Enhanced machine learning and automation

In response to the growing concerns around data privacy, GA4 will utilize enhanced machine learning and automation to help compensate for the absence of signals advertisers have historically relied on. Additionally, these enhancements will help advertisers predict future behavior of their consumers so that advertisers can better forecast metrics like purchase probability and predicted revenue.

Advanced exploration reports

Another big difference between Universal Analytics and GA4 is how reporting is done. UA has many standard reports, but lacks flexibility when it comes to customized reporting. GA4 has fewer standard reports, but the reporting suite has enabled much greater ability to build custom reports. For example, the current UA reports are limited to two dimensions (e.g. Page and Channel), but GA4 reporting allows for as many dimensions as needed. With the greater ability to add segments, dimensions, and metrics, users can perform deeper analysis, such as looking at conversion funnels or cohort analysis. These custom reports will also minimize the need for GA data export and the use of external data processing programs to run pivots or perform other analysis.

BigQuery export

Previously only available for 360 customers, BigQuery export functionality is available to all GA4 properties. This allows you to download and store raw GA4 data so you can join and enrich your GA data with other marketing/CRM/business data, report in your visualization tool of choice, and take advantage of many other advanced analysis opportunities.

2. What happens to the data I have collected through Universal Analytics

Once the deprecation happens, the data in Universal Analytics will become read only for at least six months. Google has not officially published an exact end date for data access at the time of this article’s writing. However, the data will be available to export into a database tool such as BigQuery. Creating a data backup is a recommended step as it will enable data harmonization with new data collected through GA4 as well as other data sources.

3. When is the Best Time for GA4 Migration?

The time to plan your GA4 implementation is now. GA4 is currently available and while more features are planned for the future, many are already available for use. Additionally, there are aspects to all GA4 implementations that were previously only available to users of Universal Analytics 360, Google’s premium analytics platform. Getting experience with these new features will help current users of the free UA platform explore the full range of possibilities of GA4. That said, setting up GA4 is not as simple as flipping a switch. There is a learning curve to the implementation that will require an appropriate investment of time. Once the initial implementation is complete, QA will be required to see how data aligns with what is currently being gathered. The sooner your GA4 implementation is completed, the more time you’ll have for that QA. Once that QA is complete, any commonly used reports or data visualizations will need to be updated. For a more granular view of the steps you need to take to successfully migrate, check out our GA4 Implementation Checklist below.

4. How Do I Prepare for GA4 Implementation?

From a broader perspective, this is an opportunity to evaluate what conversions are being tracked and whether they align with the current state of your business. A thorough audit of your current Google Analytics implementation, discussions with key stakeholders, and review of existing reports will enable a clean implementation of GA4 that will provide the exact data and insights needed. All of this work will take time, and the sooner implementation occurs, the longer the period of adjustment and refinement will be. Whether you’re tackling GA4 implementation on your own or request support from Tallwave, there are a few key steps that will help you prepare for and execute a smooth transition to GA4:
  • Audit Your Current Google Analytics Implementation: Conducting a thorough assessment of your existing Google Analytics implementation and Google Tag Manager configurations will help you prepare a mapping strategy to transition your existing UA tags to an improved GA4 setup.
  • Build Your Tracking Implementation: Creating a comprehensive implementation guide that documents in detail the UA-to-GA4 mapping strategy and key configurations for GA4 will help ensure that your new GA4 property is configured properly, including setting up key property settings (Google Ads linking, Google Signals enablement, attribution settings, etc), Google Tag Manager configuration, and event and conversion tracking.
  • Conduct a Thorough QA: Carefully validating your new GA4 implementation against your existing UA implementation will allow you to quickly identify and resolve any major discrepancies and uncover any unanticipated differences based on GA4’s revised event-based data model.

Need GA4 Solutions? Tallwave Has Answers

While change is never easy, it is in this case necessary. The good news is that there’s still time to take the necessary steps to make this a smooth transition. Use this time to reflect on what data you need to make the best decisions for the success of your digital marketing. GA4 has many features ready and in the pipeline that will provide much deeper insights and understanding of what is driving success. With proper planning (and the right partner) this can be a net positive change. If you need support for your GA4 implementation, contact us today. Want the GA4 Implementation Checklist? Download our full insights.
Categories
Strategy

Make Way for Mom: Why Better Employee Experiences for Working Mothers Is the New Competitive Advantage

The Women in the Workplace 2021 report from Lean In and McKinsey & Co. highlighted that all the slow but measurable gains women have made in all levels of management could be wiped out in a single year by the disproportionate impact that COVID-19 has had on women in the workplace. In fact, the report finds that more than one in three women may downshift or leave their careers as a result. This impact is compounded for working mothers, particularly those with young children, who feel scrutinized for taking advantage of options that make balancing work and the demands of home and family easier and are less likely to feel comfortable sharing their personal struggles with others. 

More than one in three women may downshift or leave their careers as a result of the disproportionate impact that COVID-19 has had on women in the workforce.

At Tallwave, we believe experience is everything. Employee and customer experiences are inextricably linked—great employee experience is a key driver of great customer experience. It’s impossible to sustain one without the other. Conversely, when companies create employment experiences that fail women, they’re setting themselves up to fail their customers. With women making up 51% of the overall population and 57.8% of the labor force, losing ground on female representation in the workplace could have devastating effects. The state of our female workforce hangs in the balance, and with it, the health of the companies that depend on their valuable contributions.

Also read: Crafting Employee Experiences That Improve Customer Experiences
 Here at Tallwave, 54% of our employees are women, which means more than half the work taken on by our company—and more than half of the value we create for clients—is in the hands of women. As a customer experience design company, it’s important for us to both reflect on the experiences we’re creating for the women among our own ranks and to serve as a thought leader for brands that recognize the unbreakable link between EX and CX. So we did something far too few companies do. We invited a group of working mothers at Tallwave to get together for a discussion facilitated by our VP of Marketing, a working mother of three herself, to share their perspectives on what’s working within employment experience for working mothers, what’s not, and the recommendations they have to help companies better support women. 

Create Space for Employees to Bring Their “Whole Selves” to Work

The idea of needing to give employees an invitation to be who they are at work may seem startling, but what we discovered from our group of Tallwave moms was that the ability to bring your “whole self” to work, including sharing the demands you face at home and the need to harmonize them with the demands of work, is not a given. For Martha Schulzinger, a program manager at Tallwave and mother of two, the ability to be her authentic self at work isn’t something she takes for granted. “Tallwave has proven time and time again that I can be my authentic self and I won’t be shunned for it. I’ve worked in some pretty toxic places where you can’t bring your whole self to work and it’s a constant struggle.” 

Her experience in an environment that embraces her entire identity, including the demands of motherhood, has also led to deeper bonds with colleagues and even clients who have seen her in “mom mode.”  “Being able to be your authentic self and knowing the people you work with aren’t going to judge you if you have a kid there with you in the room has been kind of magical. My teammates have seen my kids grow up. Even some of our clients have seen my three-month-old become a two-year-old. They’ve seen him grow as he’s come in and out of the screen, and that’s pretty neat.”

But Martha acknowledges that openly sharing the demands she’s juggling at home wasn’t necessarily something she was immediately willing to do, and she credits colleagues, particularly Senior Consultant and fellow mother of two, Erin Nielsen, with helping her find the courage to be more open about the challenges she faces as a working mom. “Erin has been a role model for me. In the very early days of the pandemic, she had her kids on camera and I was very afraid to do that. But she showed up like a total boss, just owning whatever it was that she needed to talk about. She was present, then the kids would come in, she’d handle them, and come right back to whatever she was doing without skipping a beat. And I was like, ‘Okay, I can do that, too.’ I’m really thankful to her for that.”  

For Erin, it was simply a question of what she was and wasn’t willing to sacrifice as the pandemic caused her personal and professional worlds to collide. “When I realized we weren’t going to be home for two weeks and then go back to the office, I took a step back and asked myself, ‘How do I want to act through this?’ I wasn’t willing to sacrifice my kids’ happiness and pretend they weren’t here so I could keep working. I don’t think I made a conscious decision to test my company, but I’m a mom first and I’m never going to not be.” She decided it wasn’t worth pretending her reality was anything other than it was. “I chose to be my authentic self. And if I got pushback or didn’t feel safe, then I’d know I wasn’t in the right place and that it was time to move on. And I found what I was hoping I’d find, which was a supportive group of people, which was really cool to see.”
Recommendation from the Moms: In both Martha’s and Erin’s cases, their decisions to stop trying to hide what was happening at home wasn’t inspired by overt assurances of support and acceptance, even though that’s ultimately what they found in their colleagues. So what’s the takeaway for companies trying to do better for moms? Don’t assume the mothers in your employ feel welcome to bring their whole selves to work if you haven’t made the invitation. If employees aren’t being explicitly encouraged to be open about how their personal lives impact work or at least seeing leadership model the choices they’re making to balance these often competing demands, they may assume they won’t be supported if they do.  

Know the Difference between Sympathy and Empathy and the Value of Both

While experiencing the sympathetic support of colleagues and managers was a common theme for all the Tallwave moms in our conversation, so was the desire for the kind of empathetic support that shared experience creates. Overwhelmingly, they felt genuinely supported by their direct managers. But in many cases, their direct managers had never been working mothers themselves. As working moms, they craved support from others who’d shared their experiences and they’ve been grateful to find it in other colleagues outside their direct reporting structures. Looking back on her professional experience prior to having children, Erin acknowledged the limitations of her own understanding. “You just don’t get it when you’re not a parent. I certainly didn’t get it, and I put my foot in my mouth plenty of times before I was a parent.” 

Experiential empathy creates deeper understanding, but it can also inspire hope. Many working mothers perceive their career goals, what it takes to achieve them, and how much they can afford to give as incompatible. But having access to other women who have grappled with the demands of working motherhood helps them challenge their own perceptions. This was especially meaningful for Sierra Dommin, Business Analysis Manager at Tallwave. “That statistic about more than one in three women putting their career aspirations on hold really spoke to me. I really want to take the next step in my career and it’s not that I don’t think I have that opportunity at Tallwave. It’s that I don’t feel like I can seize it right now because my kids are so young and I just don’t know how to balance it all. I feel like I’m hanging on by a thread. I feel like I have to just stick it out because adding another stressor to my plate will tip me, and my family will suffer. These two things that are both so important to me seem impossible to reconcile. It makes me feel stuck and it’s really frustrating.” But hearing the experiences of other working moms, particularly those who were further into their motherhood journeys, made her feel more optimistic. “Where I am with my kids and my career, just seeing someone else who’s been through it brings relief. Knowing that others have faced similar challenges and that they’re still here gives me hope.”
For working mothers, being fully present for your family and fully engaged in your family feel like binary choices. And no matter which you make, you end up on the losing end. For Martha, the cost of leaning into her career is guilt. “I’m so happy to be at Tallwave and to have challenges in front of me in my career. It’s everything I’ve ever dreamed of. But every night I go to bed with so much guilt because I’m not present with my children. I work from home and they’re right here with me. They want me to play with them and I can’t because I’m working. I go to bed early so I can have a few hours of productive work time before the kids get up, so I’m mentally drained and too exhausted to do anything for myself.”
As Martha is quick to point out, it’s not that her colleagues aren’t supportive. Many simply don’t share her experience. “My coworkers are amazing and I love them. But there’s just no way for them to fully understand. In between meetings, maybe they refresh their cup of coffee but I’m changing blow-out diapers. As much as I want to give more to my work, I’m also giving so much at home that there’s just nothing left.” This strikes a chord with Erin, too. “I adore my coworkers, all of them. And I’ve been pleasantly surprised by how those who don’t have children have come to the table. But you just don’t get it if you’re not in it. Talking to other moms who have confronted the same things we’re facing—putting up boundaries, finding your own happiness, living through the endless juggle of work and family—these little nuggets go such a long way.”
Recommendation from the Moms: Access to other women striving to harmonize careers and families is an incredibly powerful tool for working mothers. Awareness of other working mothers—particularly those in leadership positions—improves visibility, empowering working moms to feel more seen, heard, and represented. The ability to discuss the shared experience of working motherhood helps working moms find support, seek advice, and draw inspiration. For working mothers whose direct supervisors don’t share their experience, it’s particularly important to provide other paths of access, like employee resource groups, mentorship programs, organized meet-ups, and discussion forums. 

Recognize that Making Work Better for Women Isn’t Women’s Work  

For women who are accustomed to serving as constant problem solvers on the home front, solutioning, actioning, and accommodating may come naturally. But far too often, companies are content to let working moms solve their workplace problems alone, starting with the transition from maternity leave.
While some of the mothers who participated in our conversation had employers who created comfortable places for new moms to pump, that was generally the extent of the effort their past companies put into helping them successfully navigate workforce re-entry. Reflecting on her returns to work after having her two children, Erin’s experience aligned to those of virtually everyone else on the call. “You come back and you’re stressed out and that never stops because you’re trying to figure out how to be a first-time mother, and then a mother of two or three or more on top of everything else. And it’s always on you to figure it out and you just don’t feel like there’s any support there. You’re expected to perform at the exact same level while you’re trying to find time to pump or nurse. You’re forced to start making choices between meeting work expectations and the expectations you had for how you’d care for your baby. And those forced choices never stop.”
As companies look to advance their goals and initiatives, supported in large part by working mothers, they rarely consider the personal impact of the work that working moms must take on. For Chelsey Gloetzner, Product Design Manager at Tallwave, she recognizes that fully embracing the work that excites her may come at a personal cost. “We have a lot of women in leadership, which is fantastic. As we’re pursuing large goals, a lot of moms are doing the work. I recognize my responsibilities in supporting our goals as a manager, and I’m pumped to do it. But I also don’t want to put in an extra two hours every single night to get projects over the line and miss my kids’ childhoods. As companies set goals, they need to recognize how the associated work trickles down to parents.”
As Erin is quick to note, the trickle-down responsibilities don’t just come from companies’ revenue and growth goals—culture-building initiatives are often disproportionately driven by women. In fact, the Women in the Workplace 2021 report finds that compared to men at the same level, female managers take more supportive actions with their teams, helping them manage workloads and keeping a pulse on their overall wellbeing. The report also finds that women in senior-level positions are twice as likely as male counterparts to spend substantial time beyond their normal job responsibilities on diversity, equality, and inclusion initiatives. Throughout her career, Erin has seen not just women, but in many cases working mothers, step up to the plate more than their fair share. “Ensuring our teams are coming together, that people feel rewarded, that there’s a balance of face time and fun activities in our work and that company culture is being strengthened, all those types of activities that keep the ship afloat are often led by mothers because we care and naturally step up. But we can’t keep bearing the brunt of treating the office like our family. We have nothing else to give.”

Compared to men at the same level, female managers take more supportive actions with their teams, helping them manage workloads and keeping a pulse on their overall wellbeing. Women in senior-level positions are also twice as likely as male counterparts to spend substantial time beyond their normal job responsibilities on diversity, equality, and inclusion initiatives.

Recommendation from the Moms: With women making up well over half of the workforce, companies must recognize that every business decision they make will inevitably impact women. And for the working mothers among them, the impact may be much more difficult to absorb. It’s important to recognize that barriers to success for working mothers are barriers to success for their companies, and they should be treated that way. That means rather than leaving working mothers to fend for themselves in an inhospitable working environment, companies should be enlisting allyship from across their ranks to create an environment that better supports them. This can include things like:

  • Confronting gender bias head on. From addressing big-picture issues—like equal pay and advancement—to challenging common daily implicit biases by resisting an overreliance on women to fulfill administrative and culture-building duties, and addressing overt sexism in the moment, a better workplace for working mothers starts with a better workplace for women in general.     
  • Investing in allyship development programs to drive awareness of and support for women in general and working mothers especially.
  • Training managers in active listening and leadership techniques to better equip them to not just listen but to seek to understand what working mothers need to help them succeed in their careers. 
  • Considering the disproportionate burden of emotional labor that women face in company decision making. With women carrying greater responsibility for household chores and caretaking than men, scheduling meetings over lunch, allowing meetings to run late, or requiring sustained >40 hour work weeks will have a bigger impact on working mothers than their counterparts. 
  • Institutionalize support as much as possible and model utilization at the leadership level. Offering things like flexible work schedules, child care, parental leave, job sharing options, and parental leave reintegration support can go a long way toward creating a more hospitable environment for working mothers. Seeing those supports used by company leaders sends an even stronger message.
  • Actively advocate for moms transitioning back to work after maternity leave. The difference between passive support for new mothers to “take the time they need” and actively supporting them through formal programs and resources can be transformational for new mothers returning to work. Companies that know, attend to, and proactively advocate for the rights of working mothers under the Family & Medical Leave Act and Fair Labor Standards Act by helping them become more knowledgeable about their rights and having defined programs and/or policies in place for things like altered work schedules and appropriate pumping/nursing accommodations will be at a significant advantage in keeping working mothers engaged and retaining them over time. 

Final Thoughts

No company succeeds by leaving women behind. While that’s rarely the intent, it’s the inevitable result of not taking deliberate action. At Tallwave, creating an inclusive culture for all employees, including working mothers, has been an ongoing focus. Like most companies, we know we still have work to do. But the fact that this group of Tallwave moms felt safe sharing their experiences, perspectives, and recommendations openly wasn’t the result of simply inviting them to. This kind of open exchange is possible because we make deliberate choices to create an environment where employees feel safe speaking up. Maintaining this kind of culture takes conscious, continuous effort, but it’s an investment we know is well worth making.

Companies that create supportive, empowering employment experiences for working mothers not only unlock greater potential from their workforces than those that don’t, but they also unleash an incredibly diverse and powerful set of skills. After all, few experiences are as effective at developing the kind of patience, creativity, resourcefulness, problem solving, critical thinking, negotiation, diplomacy, tenacity, optimism, and commitment that motherhood requires. And few customers are as unreasonably demanding as children. By creating the conditions that help working mothers succeed in the workplace, companies just might discover that the key to unlocking their own potential has been there all along.

Special Thanks

Tallwave would like to thank the incredible working mothers below who shared their perspectives for this piece and all the women of Tallwave whose efforts are instrumental in our success and the success of our clients.

Caroline Meehean

Chelsey Gloetzner

Erin Nielsen

Jen Bonfilio

Jes Pumo

Martha Schulzinger

Sierra Dommin

Categories
Strategy

8 Signs Your CX May be Headed for Heartbreak

For consumers, strong CX is the universal love language. Nothing shows your customers you care like the ability to truly understand and attend to their needs. But as with any relationship, brands and their customers inevitably experience ups and downs. When there’s more of the latter than the former, customers will do what any of us would do in an unfulfilling relationship: they break it off. The good news is, there are almost always signs that can signal you and your customers may be headed for a breakup. The key is to recognize them so you can take action before your brand ends up in the lonely hearts club.

We recently attended a virtual conference with CX leaders from a wide range of market verticals and industries. Through every keynote, roundtable, and one-on-one discussion we had, we saw a consistent trend in how the indicators used to evaluate the strengths and opportunities within the customer experience are shifting. Traditional CX metrics like customer satisfaction and net promoter scores have long been used to provide a holistic read on customer engagement levels and how they change over time. But increasingly, CX leaders are recognizing that these traditional metrics are really lagging indicators – they highlight that a problem has already occurred, but offer limited utility when it comes to taking action.

How can CX leaders identify early when friction is occurring and take action before it translates to a hit to their holistic engagement metrics downstream? It’s all about narrowing focus to specific make-or-break moments within the customer experience and leveraging the operational metrics tied to those moments as leading indicators of the overall strength of the customer experience. Here are 8 signals of distress to look for at key CX make-or-break moments:

Moment of Consideration

Within the customer journey, the moment of recognition is the first time your product, brand or service registers and creates an impression with a potential customer. This often happens when a potential customer bumps into your brand out in the wild, whether they’re served an ad, read about you through earned media, learn about you from an influencer, or even hear about you through word of mouth. Whatever their path to exposure, the moment of consideration comes when that exposure connects to a consumer’s need and inspires them to consider the solutions you have to offer. What happens (or doesn’t happen) immediately following that moment can signal trouble:

  • Site Bounce Rate: Your bounce rate is the percentage of visitors to your website who leave without navigating beyond the page they land on. If you’ve been successful enough in that moment of recognition to inspire a prospective customer to take the action of visiting your website but the experience when they get there isn’t compelling enough to drive further consideration, it’s time to evaluate the strength of your CX in these early moments of the customer journey.
  • Winding Paths: There are many potential navigation paths through any given website. But paths that follow a logical sequence for consideration are fewer. If your path to conversion data shows that prospective customers seem to take the “scenic route” and miss key consideration content on your website, that can signal that prospective customers aren’t finding what they need.

Moment of Commitment

If you’ve made a positive impression on a prospective customer and inspired them to take action to actively consider your product or service as a solution to their need, the next make-or-break moment in the customer journey is the moment of commitment. This is the moment a consumer demonstrates real intent. But there are signs that can indicate barriers in customers’ paths:

  • Failure to Advance in Conversion Flows: For any digital experience, there are high-value actions you want consumers to take. Taking those actions often requires customers to complete multiple steps. If you’re seeing significantly high drop-off at one of these steps compared to the others, that can signal that the customer is encountering friction at that point in the process.
  • Cart Abandonment Rates: The act of putting a product into a cart is a big signal of purchase intent, but there are a number of reasons a customer might not complete the purchase process. If you’re seeing significant and persistently high cart abandonment rates, it likely signals friction in your purchase process.
  • Inconsistent Conversion Rates Across Platforms: Depending on the nature of the commitment you’re asking customers to make, you may see higher frequency of conversion on desktop vs. mobile or vice versa. However, when the rate of conversion varies drastically across platforms, it’s often a signal that customers are encountering friction on one platform that they aren’t on the other.

Moments of Doubt

Moments of doubt happen when a customer has a less-than-ideal experience. For any brand, it’s not a question of if this moment will come—it’s a question of when and what to do about it. For brands that think ahead and craft a strong CX to support these moments, these are golden opportunities to earn brand loyalty. These indicators can signal how well your brand holds up in moments of doubt:

  • Ineffective Call Deflection: Providing customers with effective digital means to resolve problems, either before or during a call for customer support, can be a win/win. It’s a more cost-effective way for brands to solve customer issues and it’s often faster and more convenient for customers. That is, unless the self-service options create a whole new set of problems. If customers deflected to digital self-serve channels are returning to the phone to get their issues resolved, this can signal friction in your self-service UX.
  • Inconsistencies in Inbound Support Requests: When you receive an inbound support request, something has already gone wrong in the eyes of the customer. When something goes wrong in the process of getting help, it doubles the frustration. If you’re seeing sudden spikes or drops in inbound support requests, that can signal an issue within your support systems, which could lead to failing customers not once, but twice.
  • Issue Resolution Time: When it comes to the time it takes to resolve customer issues, extremes are the enemy. Call times that are extremely short can signal that customers may be getting shortchanged by agents that are too eager to get off the phone. Conversely, call times that are too long can indicate that agents are running into trouble and aren’t able to resolve issues efficiently. Issue resolution time on either end of the spectrum can signal unresolved issues and unhappy customers.

BONUS

A classic signal of a struggling CX at any moment is good old fashioned customer feedback. If the experience you’re delivering isn’t living up to your customers’ expectations, they’ll talk about it to you, to their friends, and potentially to the world via social media and other public digital forums. 

Bottom Line

Once you’ve seen the signs from your customers that there’s trouble in paradise, what you do about it could mean the difference between making up and breaking up. A strong CX strategy could be just the therapy you need to keep your brand and your customer together. We’ve got the CX Enhancement Solutions you need to write your happily ever after.

Categories
Strategy

Strategies For Pandemic-Winning Businesses to Maintain Momentum After COVID-19

2020 will go down in history as a year that vastly changed customer behaviors, expectations, and needs for good. And while that was bad for some industries and businesses, others whose products and services were ripe for digital-only and socially distanced environments saw major increases in customer acquisition, engagement, bookings, and overall sentiment.

 

For example:

 

  • Companies like RVshare & Cruise America saw an 846% increase in bookings, as homebound individuals and families sought out adventure and reconnected to nature.
  • Vacation and short-term rentals including AirBnb, VRBO, and AvantStay saw their numbers reportedly triple, and struggled to keep up with the demand.
  • Subscription services experienced immediate growth just weeks into the pandemic, seeing monthly customer acquisitions increase as much as 85%.
  • Grocery stores saw “double digit profits” compared to 2019.
  • The pandemic reshaped the fitness landscape as health and fitness equipment revenue more than doubled from March 2020 to October 2020.

But, as the world returns to some sort of normalcy and consumers begin to venture outside their homes, pandemic-winning businesses are forced to answer the question: What strategies will help sustain recent customer acquisitions and growth? As consumers get tired of doing things they were forced to do during the pandemic, and a resurgence of options become available, pandemic-winning businesses will have to rethink the customer journey and uplevel experiences to avoid their recent success from tapering off.

Business who opt to maintain rather than innovate and improve customer experiences, risk being left behind.

6 Ways Pandemic-Winning Businesses Can Carve a Path Forward

1. Identify Industry Changes & Trends That Will Continue Past the Pandemic

Understand what changed within your industry due to COVID-19, but more importantly, focus on identifying what the staying power of new and emerging trends really are. This will help ensure your business’s time, money, and energy is focused on creating change where it matters most, rather than reactively and wastefully catering to temporary trends that won’t drive long term ROI.

 

For example, according to an analysis conducted by the budgeting app TrueBill for The Washington Post, subscription boxes and services aren’t going anywhere. “Power subscribers” – consumers with 10 or more recurring payments that add up to an average of $145 spent per month – is growing exponentially. In fact, the subscription economy is predicted to grow by $1.5 trillion by 2025, says financial services firm UBS.

 

By understanding the staying power that subscription services have, you may be able to find ways to incorporate unique and convenient subscription-based experiences. Creativity is key. Take for example Tripadvisor. In an attempt to bounce back from hits the travel industry took during COVID-19, they’ve launched a $99 annual program that offers exclusive deals and dedicated service lines to subscribers as a way. Six Washington, D.C. restaurants found a way to play in the subscription economy by joining forces and creating a “supper club” that delivers gourmet meals prepared by different chefs each week to subscribers’ homes.

 

If there’s a will, there’s a way. And there’s a lot of money you may be leaving on the table if you don’t take time to identify trends that are here to stay.

2. Reevaluate Consumer Groups & Update Your Ideal Customer Profile

Consumer groups have inevitably changed, due to COVID-19. Whether it’s just the needs and wants of your existing customers that have evolved, or you find that a completely new customer mix now engages with your products or services, it’s crucial to understand exactly who you’re serving, and how you can create better experiences for them in the future. By gathering and mining audience data, you can uncover new behaviors and update your core personas and customer profiles to inform future customer experience design.

 

For example, the experience and relationship restaurant owners need and want from their produce suppliers changed due to the pandemic. As part of a larger customer journey initiative to better understand everyday business needs and experiences of existing customers, we created and executed a customer survey focused on 1-2 restaurant locations segments for a food distribution company. The intent of the survey was to understand unique attitudes and behaviors that could provide more opportunity to focus on increasing share and loyalty, and to further understand segmentation differences within customer groups. By gathering insights directly from our clients’ customers related to technology and tools, COVID-19 impacts and competition, and perceptions associated with our clients’ existing services, we were able to update attitudinal segmentation within their customer mix and uncover future opportunities for improved experiences.


3. Consider New Customer Behaviors & Usage

With limited options during the pandemic, many customers found new ways to use products and services than originally intended. For example, many rental homes that were typically reserved pre-pandemic for short-term vacations turned into long-term homes away from home. Cars that were previously used to get from point A to point B became safe-havens and temporary escapes for overworked parents. Video communication softwares such as Zoom, Google Hangouts and Skype evolved from connecting business colleagues to hosting virtual game nights, happy hours, and family celebrations.

 

As you mine audience data to uncover new and update existing consumer groups and personas, it’s also important to pay attention to how behaviors or usage shifted during the pandemic. Did customers engage with your products or services in new ways? Were they seeking new results or using your business to complete unprecedented tasks?

 

Use this information to expand the customer experiences you provide by designing, imagining, or inventing new uses for your product or service that provide added value.

 

Also read: 6 Factors Influencing Customer Behaviors in 2021 (With Original Research)

4. Pinpoint ‘Aha!’ Moments Within Your Customer Experience

The “Aha!” moment is when your customers truly “get it.” They understand the value that your product or service provides and realize why they need it – or simply want it – in their lives.

 

Evaluate and pinpoint where “Aha!” moments take place within your current experience by mapping the customer experience using both qualitative and quantitative research methods . Then, using the map, identify ways to either optimize, improve, or manufacture completely new “Aha!” moments to ensure continual value creation and engagement.

 

It’s important that customers perceive value at every stage throughout the customer journey to ensure repeat behavior. Don’t miss opportunities to drive an emotional bond and connection and establish a healthy customer-brand relationship by closing the loop too soon. The experience doesn’t end at the purchase point – the experience you provide creatively continue to drive value far beyond that.

 

Also read: 9 Quantitative Research Methods With Real Client Examples


Example of Customer Journey Mapping

5. Create New, Innovative, and Added Value For Customers

This is where we bring things full circle, and if you opt to maintain rather than innovate and drive your customer experience further, you’ll get left behind.

 

Through evaluating consumer groups and updating customer profiles, you may find that your business acquired new customers during the pandemic that wouldn’t have considered your product or services in a different time. As they start to return to pre-pandemic norms and habits, how can your businesses ensure you can convert newly acquired customers into repeat customers long-term? Well, using your customer experience map and analyses, look for ways to add value.

 

For example, new customers may not know how to use your product or service fully. If that’s not intuitive, you need to add value in the form of content (think opt-in texts, email nurture strategies, website quizzes and tools) or A.I. assistance to help customers use or leverage your product or services in new ways. By doing this, you can help educate consumers and push them closer to realizing value without selling them anything new.

 

Also, find ways to build community. Now more than ever, people are craving connection and want to support brands whose values align with their own and they can see themselves in. Consider connecting with and reaching new and existing customers by leveraging platforms such as Instagram, and TikTok to start conversations, allow people to attend offline events digitally, provide a look into your business “behind the scenes,” and more. The more authentic and human you can make your community and digital presence, the strong connection and support you’ll forge.

 

Also read: Developing Nurture Strategies That Decrease Time to Value 


Validation Strategy & Framework

6. Help Customers Navigate & Transition Into a Post-Pandemic Landscape

Lastly, be helpful. This is just another version of value, but in this case, it’s selfless. It’s not about acquiring, upselling, or converting. It’s simply about doing what’s right and holding empathy for your customers by extending value beyond the reason people are (or were) forced to use your products or services during the pandemic.

 

Play a part in helping them navigate the bounce back to pre-pandemic life in a way that feels aligned with your brand but puts the wellbeing of consumers at the core.

 

Need help envisioning and implementing strategies to maintain success in a post-COVID world? We can help. Contact us today.

Categories
Customer Engagement News Reaching New Customers Strategy

Stabilizing Your Facebook Advertising Strategy Post-iOS 14.5 Release

On Monday, April 26, Apple released iOS 14.5, the first version of the operating system to enforce Apple’s App Tracking Transparency (ATT) policies. ATT requires iOS users to opt in to share their unique Identifier for Advertisers (IDFA), a randomly assigned user-specific identifier with app developers. This would, in turn, allow advertisers serving ads within those apps with the data needed to personalize ads and track performance across platforms, from view to click all the way through to conversion. In anticipation of this change and other privacy regulations, players across the digital advertising space have been responding with changes of their own. Most notably, Facebook has made significant changes to its conversion tracking and application settings.

A month after the iOS 14.5 release, opt-in rates for US-based users is sitting at 6% and Facebook advertisers are starting to feel the effects in the form of increased conversion costs, loss of attribution data, and new challenges to ad targeting and lookalike audience building. If you’re grappling with the impacts of the iOS 14.5 release and ATT enforcement on your Facebook ad campaigns, here are some key considerations and recommendations to help you navigate through the immediate challenges and set a course for a smoother road ahead.

Facebook users are a no less valuable audience to your marketing strategy now than they were before.

Stabilizing Steps to Take Today

Secure Ownership of Your Facebook Accounts

Previously inherent capabilities to track movement between your website and Facebook will no longer be available and pixels previously put in place to support user targeting and conversion tracking will no longer be as effective. This is where ownership over your Facebook account and business website become critical. In the past, agencies have commonly created digital marketing accounts for clients – including Facebook Business Managers and ad accounts – under agency ownership. The benefits have been increased speed, reduced burden on clients who may not have resources available to manage account setup, and the benefit of agency history with the platforms, which eliminated spend thresholds and other speed bumps in the path of rapid execution and performance. The implications of iOS 14.5 have created the need to shift ownership from agency to business in order to reconnect some critical dots:

  • Your Facebook account and business website can’t effectively speak to each other until your website is claimed through your Facebook Business Manager account. This will allow cross-platform performance tracking and change how your web links appear on your Facebook page. This is also a requirement for configuring conversion events, which are used by Facebook’s machine learning to drive better targeting, optimization, and performance measurement.
  • The Facebook Conversions API can be put in place to enable tracking and optimizing for conversions outside of Facebook, like purchases made on your website or a Shopify account, among others. It can also mitigate the effects of losing access to 28-day click, 28-day view, and 7-day view attribution windows, which will no longer be supported. However, the API cannot be implemented when ownership of Facebook pages, Business Manager accounts and ad accounts are split between business and their partner agencies.

Keep a Customer-centric Focus

While the ability to track based on audience behaviors may be changing, the behaviors themselves are not. If you were finding success with Facebook users before iOS 14.5, resist the urge to move away from Facebook based purely on trackability. The known habits, behaviors, and preferences of your audience should always be the guiding force behind your marketing mix. Bottom line: Facebook users are a no less valuable audience to your marketing strategy now than they were before. What’s changed is the way users are tracked and attributed and how to interpret the value of that data.

Also read: Data Driven Insights Into the Evolving Customer Experience

Consolidate Campaigns and Conversion Events

With Facebook shortening attribution settings to 7-day click and 1-day view by default, fewer conversions are being tracked and more scale will be needed to move ads through the learning phase toward performance-driving optimization. The larger the number of campaigns, ad sets, and ads businesses are running, the fewer impressions served and conversions achieved, making it harder to hit an even higher bar for scale. Consolidating campaigns, ad sets, and ads as much as possible will create efficiencies during the ad learning phases, helping drive performance more quickly.

Additionally, advertisers will need to consolidate and prioritize the events being tracked within Facebook’s event manager. Domains are now limited to no more than 8 website conversion events. If your campaigns are being optimized for more than 8 conversion events across the same domain, you’ll need to narrow down to the 8 or fewer conversion events most critical to your marketing objectives and configure them in Facebook’s Aggregated Event Measurement tool. Once your 8 or fewer conversion events have been selected, they must be put in priority order with the most valuable action first and the least valuable action last. The priority of the events will come into play when and if a user takes multiple actions with the 7 day conversion window. For example, if a user adds a product to a cart (achieving one conversion event) and leaves the site without completing the purchase only to return the next day after being served a retargeting ad and completes the purchase at that point (achieving another conversion event with a higher priority), the purchase event will show in Facebook’s event manager and the add to cart event will not based on the priority set. Thinking through the conversion events that are most important and their order of importance will help ensure Facebook continues to be an effective lead- and revenue-driving channel despite the latest changes.

Expectations for performance are going to have to change.

Recalibrate Your Goals

Expectations for performance are going to have to change. CPAs and CPMs on Facebook are on the rise and the increase is likely to continue as advertisers grapple with the previously unknown impacts of iOS 14.5 and the corresponding ripples through Facebook. Those who can stay the course, test new approaches, and adapt how they think about, interpret, and apply data to optimize performance will continue to find long-term value in Facebook as part of their marketing mix. And as advertisers who can’t adapt pull back from the platform, those who remain may find themselves in a less competitive environment over time.

For many businesses, especially those with sales cycles that extend beyond Facebook’s pre-iOS 14.5 28-day attribution window, there were always gaps in the data. To help fill some of the gaps within Facebook’s reporting capabilities, ensure you are implementing best practices for tracking, like adding UTM parameters so that you can track ad and campaign performance and conversions within Google Analytics. In addition to a narrowed attribution window, reporting delays of up to three days will make short-run campaign optimization challenging and breakdowns based on age, gender, region, and placement for delivery and actions will no longer be available, necessitating a different approach to campaign optimization. Creating benchmarks based on the most reliable data points you have and adjusting your performance goals based on that data will help steer campaigns in the right direction. Similarly, stepping back from channel-level performance goals and focusing on incremental impact to business goals (i.e., how much incremental lift you’re seeing in sales, revenue, new customer acquisition, etc.) will help you evaluate the impact of your channel-level investments in a more meaningful and sustainable way.

Categories
Strategy

Design Studios 101: What, Why, & How to Use Them For Innovation

Most companies share three universal struggles: Breaking down siloed teams, overcoming limited long-term thinking, and resolving internal misalignment around  goals and strategies. So, when it comes time to brainstorm for innovation, these issues cause teams and companies to get stuck in what exists now, rather than envisioning services, products, and experiences that could exist tomorrow.

 

In some ways – that’s a good thing. Pragmatism and realism are essential to growing and scaling any business. But sometimes – and more often than not – it limits teams from meeting their goals, crafting simple, valuable, and meaningful experiences, and driving market demand. On top of that, when numerous puzzle pieces are moving at the same time, the cross-functional sharing of ideas and integration of work streams can suffer, ultimately delivering a less efficient and effective end result and customer experience. All of which can hinder customer engagement and value realization. 

 

Enter: Design studios.


Definition of Design Studio

What Are Design Studios & Who Are They Right For?

A design studio is a rapid iterative process that allows teams of varied individuals to share knowledge, work together, solve problems, and create a synergistic roadmap. It’s all about quick collaboration, ideation, and idea creation to find efficiencies in the work, tackle multiple user needs simultaneously, and create a more streamlined and impactful user experience that lends itself to higher conversions, increase customer engagement, and value realization.

 

And design studios aren’t just for product design teams. Sure, they’re most effective when a team is working towards solving problems that have some sort of visual aspect, but they can be utilized for conceptualization, as well. The design thinking practices used throughout Design Studios help push ideation beyond opportunity and optimization, and encourage new ways of aligning and envisioning the future state of a service or product for all teams and work streams. For example, when design thinking is applied to defining the scope and length of media strategies, performance marketing teams can cultivate alignment around target demographics, communication styles, engagement opportunities, and projected outcomes.

Refinement is not the goal, exploration of multiple and near-indefinite ideas is.

7 Ways Design Studios Help Teams

Design studios help people communicate pain points, opportunities, and day-to-day issues in a natural, uninhibited way, which ultimately uncovers moments of truth that maybe wouldn’t have been pinpointed in formal conversations. Because of this, design studios help teams:

 

  1. Establish a framework for teams to fully understand design challenges.
  2. Hear ideas from all perspectives within the team.
  3. Share, iterate, and solidify team ideas.
  4. Break down siloed team initiatives and, instead, empowers a culture of shared ownership.
  5. Generate many ideas within a short span of time.
  6. Encourage open and honest critique in a safe, judgement-free space that allow teams to break down barriers within organizations in a positive way.
  7. Force team members to defend their ideas and negotiate with other team members, establishing productive and useful habits long-term.

From the business development side, design studios help teams assess and identify root causes of internal obstacles and misalignment. Perhaps there are gaps that haven’t been explored because the right questions haven’t been asked. Design studios provide a unique opportunity for leaders and partners to understand the company’s problems through a variety of lenses, and encourages cross-functional collaboration to build on ideas and learn from each other.

 

The biggest thing to remember is that exploration is key and the ultimate goal of a design studio. Too often, teams focus on refining one idea, rather than welcoming and considering new ones. If real commitment to exploration isn’t integrated into the process, opportunities to refine and uncover potentially better solutions may be lost. So, refinement is not the goal, exploration of multiple and near-indefinite ideas is. Once all the ideas have been shared and outlined, refinement can begin.


Refinement vs. exploration in Design Studios

How to Host a Design Studio

First, make sure all participants have a clear understanding and definition of the target or buyer personas. Questions to answer before a design studio include:

 

  • Personas: Who are you designing for?
  • Scenario: What situation are you designing for?
  • Design Principles: What guidelines should you consider?
  • Business Requirements: What are business requirements, if any?
  • Layout Studio Organization: What does everyone need to do?


Step-by-step design studio instructions

Step 1: Assign roles & make Design Studio decisions

You should have one person designated as the facilitator, the timekeeper and the recorder.

 

The facilitator essentially runs the show and ensures all rules are followed and a safe, collaborative environment remains intact throughout the process. It’s the facilitators’ job to problem solve on the fly, as needed, to ensure  all Design Studio steps are completed from start to finish.

 

The timekeeper does just that – keeps time.

 

The recorder takes notes on all expressed pain points, presentations, disagreements, negotiations, ideas, and agreements that surface throughout the process, as well as outlines the plan for initial next steps.

 

This team of Design Studio leaders should decide how many design iterations will take place and the timeline for each step. The time allocated and number of iterations largely depends on the size of the group and the total time you have for the Design Studio in its entirety. The leaders should figure out “the math” and then create a brief itinerary to be shared with all participants at the beginning of the studio.

Tip: When we host Design Studios, we usually allocate five minutes for people to present and explain their sketches.

Step 2: Explain the Rules

Whether in-person or hosting a Design Studio virtually using Zoom or other digital conference tool, kick-off off the exercise by sharing the three cardinal rules:

  1. Everyone sketches! All participants in a design studio are doers, not viewers, even if they’ve never done this type or work before. Forcing everyone to actively participate illuminates a huge opportunity for digital experience teams in the organization to come together to work toward one common goal.
  2. No whiteboarding. It has its place and purpose, but it doesn’t belong in a design studio. If your group, team, or table is talking, you’re using group think, not generating new, unique ideas.
  3. Have fun and be creative! The goal for the design studio is to reimagine what’s possible in a creative safe zone. Often, companies focus on an opportunity and have a hard time thinking beyond current limitations and capabilities of technology. Instead of imagining what the experience could be or should be, they identify a specific project, workflow, or stage within the existing user experience they want to improve, but the point of the studio is to give team members an opportunity to reimagine. Disagreements can be verbalized, but it should be done in a kind, drama-free way. And remember, no idea is “too big” or “too crazy.” Encourage your team to push the envelope – or even bust it wide open.

This is also a great time to share the Design Studio agenda and field any remaining questions!

Also read: How to Set Content & Design Teams Up For CX Success

Step three: Start sketching

As outlined in the rules, everyone in the Design Studio is required to sketch. If hosting an in-person Design Study, all participants should be armed with lined or dotted letter paper, black pens for drawing, and colored pens for annotating. You can choose to provide sharpies for creating bold lines, light gray markers for filling in background areas, highlighters or colored markers for emphasis on call-to-action buttons, and post-its, as well. Digital sketching tools, such as drawing apps on a tablet, are also acceptable.

 

Virtual Design Studios require a bit more equipment to pull off – planning is key. Everyone will need a phone, camera, or scanner for taking photos of their sketches. We often suggest an iPevo camera. Additionally, a digital board – like Miro or InVision – will need to be set up to collect and organize sketches.

 

Sketches can be quick and unfinished, communicative, and iterative. All participants should avoid getting too sketchy – straight lines are best – and keep color and illustrations (people, stars, avatars) to a minimum.


Examples of unfinished sketches in a Design Studio

Step four: Present ideas

If in-person, all participants should present their designs and then hang their drawing on the wall.

 

If hosting a virtual Design Studio, all sketches should be uploaded to a group chat or designated Invision or Miro board. If uploaded to a group chat, the facilitator is responsible for adding them to an Invision or Miro board. Ideally, participants would then present their sketches in real-time using an iPevo camera.

But what about feedback and questions? Ideally, participants should be encouraged to ask questions after each sketch presentation and time should be allocated at the end of each iteration for everyone to chat about the ideas. But, ultimately, it is up to the facilitator to determine if the conversation at hand is worth the time it’s taking. You should empower people to collaborate, ask questions and challenges ideas as they are freshly presented, but if the timeline for the Design Studio is very tight, you can save all conversations for the end.

Tip: When hosting virtual Design Studios, we utilize and upload all images to Invision boards. It’s well organized and allows all ideas to be in one place for every single group, every iteration. This is one great way to overcome logistical challenges associated with hosting remote design studios.

Step five: Allow dot voting

This is the step within the Design Studio when everyone evaluates all completed sketches and – using their assigned number of dots (we allocate five per iteration to each participant), distribute their dots according to preference and favorability. So, say, for example, someone was really excited about one idea. They could give it all five of there dots to that singular concept – that denotes highest value. Or grant single dots to individual components or features that were sketched.

 

The voting stage is just as important as the sketching stage! Everyone must participate in order to identify the ideas that are strongest and drive ultimate agreeance and alignment. If you run out of time and can’t execute this step during the Design Studio session, you can enable dot voting after the fact, but be sure to communicate a due date for all votes to be in.


Examples of communicative sketches in a Design Studio

Step 5: Synthesize all sketches, ideas, and voting results

Have a product designer or UX expert synthesize all sketches and ideas, group them into themes, outline insights, and recommend a plan for next steps. This synthesis should then be sent to all stakeholders across departments for validation and final buy-in.

Step 6: Start defining and project planning

Next, identify and organize design phases so that concepting can begin.


The evolution of the sketch in a Design Studio

 

 

Also read: How to Holistically Map the Entire Customer Journey

The Bottom Line:

Design Studios are incredibly useful when trying to break down silos, create integrated workflows, establish shared ownership, and innovate around existing experiences or solve problems. By bringing numerous perspectives, ideas, experts, and opinions into one room, they can pave the way for innovative ideas and visions for the future, and help improve cross-functional collaboration, communication, ownership, and alignment across stakeholders and departments, which ultimately impacts the final customer experience, increases customer engagement, and improves value realization.

 

By executing or working with partners to power Design Studios regularly, companies can encourage proactive future thinking and help cultivate a stronger, more collaborative work culture that’s focused around the customer experience and ongoing improvement.

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