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Understanding Your Customer\’s Journey

Any good marketing whiz will tell you that one of the most important parts of effective targeting is knowing your consumer inside and out. We’re talking more than their household income and gender. Truly knowing your consumer means you’re privy to everything from what their favorite drink at Starbucks may be to what their morning routine looks like. Sound a little nutty? It’s not! As business owners, we must be able to fully place ourselves in our prospective consumer’s shoes in order for our message to resonate with them. Understanding their experiences could be the difference between your prospect walking, or making the sale.

How does your consumer feel about your business now? What would drive your prospects to take action? What’s important to them? What makes them a repeat client or customer, and more importantly, what makes them walk away? Knowing the answers to these questions will keep your business not only maintained but consistently growing. Cracking the code on exactly who your consumer is can seem like a large to-do, but it’s proven to begin with something called “customer journey mapping.”

If you’re unfamiliar with the term, the good people at Big Door define it as “a framework that enables you to improve your customer experience.” We couldn’t have said it better ourselves. Your customer journey map follows your customer’s experience from their perspective to help your business understand how they are interacting with you. This in turn allows you to improve how your business interacts with them.

You want to start by figuring out how your prospects and current consumers engage with your business. Your customer journey map will pinpoint the steps they use to reach you. This is a process. It’s starts from when your consumer finds you online, to when they engage with your content, down to the moment they are being billed for your product or service. These are all “touchpoints” in their experience with your brand. Each of these touchpoints has the power to impact your consumer’s perception of you and ultimately drives their decision to conduct business with you or not. This isn’t always a linear process and it will vary from business to business.

Let’s dive a little deeper into what this process may actually look like. I’ve listed what the typical stages of customer journey map might be below.

1. Awareness – This when your customer takes notice of your brand for the first time. An email or some other form of an advertising campaign are common first steps for discovery.
2. Consideration – This may be as simple as checking out your website, or social media pages to review your message. Comparison between you and the competition happens at this stage as well. They may pursue customer review platforms.
3. Purchase – Here is where your prospect becomes a customer and makes the decision to buy the product or service you are selling.
4. Experience – Your customer now experiences your product or service for themselves.
5. Advocacy – Customer shares that experience, good or bad – with others.
6. Retention – Your business now has the opportunity to reel the customer back in using different tactics.
7. End of journey – Customer chooses to continue to use your product or service or goes to a competitor to restarts their journey there.

This journey can look very different depending on the nature of your business. There is no wrong or right way to go about accomplishing your end goal. A quick Google image search will show you different customer journey maps organizations have employed. They all look very similar to the steps listed above. Here’s ours visually:

\"customer\"

What the step-by-step list above doesn’t give you is the nitty gritty on what to look for at each stage. This is where you have to do your homework. It boils down to these four words: Action, motivation, questions and roadblocks. Here are some vital questions to ask yourself throughout the entire process.

  • What ACTIONS are your customers doing at each stage. Perhaps more importantly, what actions are they taking to move from one stage to the next?
  • What MOTIVATES them? People buy emotionally and justify those decisions logically. What motivates your customers to contact you, and to continue using your product or service? What motivates them to buy your other services or products? What emotions are they feeling? Remember – people either buy to gain pleasure or to reduce pain.
  • Are there unanswered QUESTIONS? Do your prospects have questions or concerns? When we are speaking to consumers through advertisements or written marketing material, people will have questions they want answered in real time. Are there unknowns that may scare them into perusing alternatives that may be more transparent in these areas?
  • What are the ROADBLOCKS that could prevent your prospect from moving between stages? These could include everything from cost, ease of doing business with you. Things like not so favorable yelp reviews and or lack of availability are common roadblocks that may get in the way.

Once you’ve discovered how exactly your prospects think, feel and react to your business, you’re ready to use this data for bigger and better marketing activities. You should be using your findings to both improve the efficiency of your current strategies and create new ones if needed.

Consider your company’s SWOT analysis for a moment. The term SWOT is commonly used by marketers and business owners. It reveals your brand’s Strengths, Weaknesses, Opportunities and Threats, but this time we want to focus on these sections solely from the perspective of your consumer. For example, a strength from a business standpoint may be securing a well-connected investor to fund HR programs. From the perspective of a consumer however, things like having your brand readily available to them in big-box stores, and being the only brand in your lane to provide live customer service are big strengths. After you’ve established the specific values related to your business within the SWOT analysis, you can then develop a strategic plan.

The four quadrants of your SWOT analysis will inform the information you gather from customer journey mapping. The only way to gather valuable and accurate data is to ASK! Consider using a business consultant at this stage for unbiased feedback. Because we business owners and internal executives can only make educated assumptions about our consumer’s experiences, surveys and focus groups become invaluable at this stage.

Your survey or focus groups will focus on the details that are crucial for truly understanding a customer’s experience. Ask your consumer to map out their journey from their perspective. You’ll find that this road is not often linear. Some consumers skip the consideration phase and jump straight to purchases. Others may spend months researching, discovering new brands and comparing before making their purchase. For them, the costs of doing business with you is an investment worth their time. They want to get it right!

A well-researched customer journey map will unlock countless questions for you in the marketing process. You’ll be able to use it to find which platforms your consumer is listening to you on and how to effectively reach them at the awareness stage.

You’ll discover how your consumers evaluate your business against competitors and what questions you can answer before they make the decision not to buy at the consideration stage.

After the purchase stage, surveys from your customer journey map will inform you how to retain your current customers and what motivates them to share their experience at the advocacy stage.

Ultimately, there is no one size fits all when it comes to a customer journey mapping. The more touchpoints your customers face, the more complicated this map will be. Your company will have to tailor this process. The fundamentals provided above should give you a jump-start!

Done carefully, your organization can take charge over how your consumers engage with you.

Understanding Your Customer\’s Journey Read More »

Understanding Your Customer\’s Journey

Any good marketing whiz will tell you that one of the most important parts of effective targeting is knowing your consumer inside and out. We’re talking more than their household income and gender. Truly knowing your consumer means you’re privy to everything from what their favorite drink at Starbucks may be to what their morning routine looks like. Sound a little nutty? It’s not! As business owners, we must be able to fully place ourselves in our prospective consumer’s shoes in order for our message to resonate with them. Understanding their experiences could be the difference between your prospect walking, or making the sale.

How does your consumer feel about your business now? What would drive your prospects to take action? What’s important to them? What makes them a repeat client or customer, and more importantly, what makes them walk away? Knowing the answers to these questions will keep your business not only maintained but consistently growing. Cracking the code on exactly who your consumer is can seem like a large to-do, but it’s proven to begin with something called “customer journey mapping.”

If you’re unfamiliar with the term, the good people at Big Door define it as “a framework that enables you to improve your customer experience.” We couldn’t have said it better ourselves. Your customer journey map follows your customer’s experience from their perspective to help your business understand how they are interacting with you. This in turn allows you to improve how your business interacts with them.

You want to start by figuring out how your prospects and current consumers engage with your business. Your customer journey map will pinpoint the steps they use to reach you. This is a process. It’s starts from when your consumer finds you online, to when they engage with your content, down to the moment they are being billed for your product or service. These are all “touchpoints” in their experience with your brand. Each of these touchpoints has the power to impact your consumer’s perception of you and ultimately drives their decision to conduct business with you or not. This isn’t always a linear process and it will vary from business to business.

Let’s dive a little deeper into what this process may actually look like. I’ve listed what the typical stages of customer journey map might be below.

1. Awareness – This when your customer takes notice of your brand for the first time. An email or some other form of an advertising campaign are common first steps for discovery.
2. Consideration – This may be as simple as checking out your website, or social media pages to review your message. Comparison between you and the competition happens at this stage as well. They may pursue customer review platforms.
3. Purchase – Here is where your prospect becomes a customer and makes the decision to buy the product or service you are selling.
4. Experience – Your customer now experiences your product or service for themselves.
5. Advocacy – Customer shares that experience, good or bad – with others.
6. Retention – Your business now has the opportunity to reel the customer back in using different tactics.
7. End of journey – Customer chooses to continue to use your product or service or goes to a competitor to restarts their journey there.

This journey can look very different depending on the nature of your business. There is no wrong or right way to go about accomplishing your end goal. A quick Google image search will show you different customer journey maps organizations have employed. They all look very similar to the steps listed above. Here’s ours visually:

\"customer\"

What the step-by-step list above doesn’t give you is the nitty gritty on what to look for at each stage. This is where you have to do your homework. It boils down to these four words: Action, motivation, questions and roadblocks. Here are some vital questions to ask yourself throughout the entire process.

  • What ACTIONS are your customers doing at each stage. Perhaps more importantly, what actions are they taking to move from one stage to the next?
  • What MOTIVATES them? People buy emotionally and justify those decisions logically. What motivates your customers to contact you, and to continue using your product or service? What motivates them to buy your other services or products? What emotions are they feeling? Remember – people either buy to gain pleasure or to reduce pain.
  • Are there unanswered QUESTIONS? Do your prospects have questions or concerns? When we are speaking to consumers through advertisements or written marketing material, people will have questions they want answered in real time. Are there unknowns that may scare them into perusing alternatives that may be more transparent in these areas?
  • What are the ROADBLOCKS that could prevent your prospect from moving between stages? These could include everything from cost, ease of doing business with you. Things like not so favorable yelp reviews and or lack of availability are common roadblocks that may get in the way.

Once you’ve discovered how exactly your prospects think, feel and react to your business, you’re ready to use this data for bigger and better marketing activities. You should be using your findings to both improve the efficiency of your current strategies and create new ones if needed.

Consider your company’s SWOT analysis for a moment. The term SWOT is commonly used by marketers and business owners. It reveals your brand’s Strengths, Weaknesses, Opportunities and Threats, but this time we want to focus on these sections solely from the perspective of your consumer. For example, a strength from a business standpoint may be securing a well-connected investor to fund HR programs. From the perspective of a consumer however, things like having your brand readily available to them in big-box stores, and being the only brand in your lane to provide live customer service are big strengths. After you’ve established the specific values related to your business within the SWOT analysis, you can then develop a strategic plan.

The four quadrants of your SWOT analysis will inform the information you gather from customer journey mapping. The only way to gather valuable and accurate data is to ASK! Consider using a business consultant at this stage for unbiased feedback. Because we business owners and internal executives can only make educated assumptions about our consumer’s experiences, surveys and focus groups become invaluable at this stage.

Your survey or focus groups will focus on the details that are crucial for truly understanding a customer’s experience. Ask your consumer to map out their journey from their perspective. You’ll find that this road is not often linear. Some consumers skip the consideration phase and jump straight to purchases. Others may spend months researching, discovering new brands and comparing before making their purchase. For them, the costs of doing business with you is an investment worth their time. They want to get it right!

A well-researched customer journey map will unlock countless questions for you in the marketing process. You’ll be able to use it to find which platforms your consumer is listening to you on and how to effectively reach them at the awareness stage.

You’ll discover how your consumers evaluate your business against competitors and what questions you can answer before they make the decision not to buy at the consideration stage.

After the purchase stage, surveys from your customer journey map will inform you how to retain your current customers and what motivates them to share their experience at the advocacy stage.

Ultimately, there is no one size fits all when it comes to a customer journey mapping. The more touchpoints your customers face, the more complicated this map will be. Your company will have to tailor this process. The fundamentals provided above should give you a jump-start!

Done carefully, your organization can take charge over how your consumers engage with you.

Understanding Your Customer\’s Journey Read More »

The one thing your business MUST have – but many go without…

You guessed it…Ah, the humble employee handbook — How little it’s appreciated. I’m often surprised when I begin working with a company and I ask to see their employee handbook and I get the “Yea, it’s on our to-do list – we are a small company though so it doesn’t really matter…..does it?”

It does.

Forget the obvious – you don’t have PTO days or holidays structured and in writing, there’s no written policy in case of harassment issues, or what the lay of the land is if an employee should leave or break a rule (that may or may not be written in stone).

Many companies that have an employee handbook, updated by HR every three years, given out in the introduction pack for new starters, and seldom referred to again, it leads a small and solitary life — It doesn’t have to be this way.

Used well, the employee handbook can become a vital resource for the way your business does things. Imagine having a living, breathing document that:

• Lays out reasonable, agreed upon policies in an easy to understand way.
• Shares the best ways to work to keep everyone productive.
• Has hints and tips on best practice.
• Keeps everything clear and consistent across your business.

That sounds pretty great, right?

And….you don’t have one. It’s o.k. we aren’t here to judge (not really) – we’re here to help you get started!

So, how do you go about creating this wondrous thing? Glad you asked…

Involve everyone in creating and rewriting the employee handbook. The best way to get people to care about your employee handbook is to involve them in writing it. Ask your employees about what they want it to cover, get feedback on your policies, put together a focus group. Let your teams know it’s a way to get invested in how they work day to day — They can have a direct impact on doing things better.

Talk through and get feedback on your business policies and procedures. Your policies and procedures impact everyone in your business. Encourage your employees to discuss and suggest improvements. That will encourage them to read through and understand your procedures and policies and help them feel accountable for any changes.

Make your employee handbook easily accessible to everyone. Save the trees! If you print out your handbook, it will just end up in the back of a desk drawer, gathering dust. Put your handbook online, on your intranet or a private website. Make sure it’s properly hyperlinked, has access to other resources and is easily searchable. Include a direct link to it on the front page of your intranet. Make sure that all of the language in the handbook is easy to understand and avoid jargon.

Ensure it’s about more than just policies and procedures. The best way to get people to use the staff handbook is to make it useful. Rather than just being about how you do things, how about having links to online training, best practices, explainer videos, or discussion groups? Make the handbook itself interactive — Get people to share their experiences and successes.

Regularly reference your handbook in communications. When you send out emails and other communications to your teams, reference the staff handbook. Highlight it as the central resource for your employees to source their information. Make people rely on it, and it will become their go to.

Your employee handbook is one of the best ways to influence your employees and encourage them to work better. When you use plain language, involve them in writing it, discuss policies and procedures, and make it truly useful, it’s better for everyone.

Oh, and yes we still believe employees should sign something that says “Hey, I read the handbook”. It might come in handy one day.

The one thing your business MUST have – but many go without… Read More »

How Your New Marketing Campaign Could Create Business Chaos (And How To Avoid It)

When it comes to marketing, you don’t want to be a victim of your own success. Done well, marketing can create incredible results — Getting your products, and services in front of a new audience, putting your brand front and center, and generating lots of new business.

That could be a disaster.

Let’s back up a bit…

You see, marketing affects every part of your business — If they’re not ready to handle an influx of new customers and the demand that brings, it can create big problems that damage your brand and reputation. As responsible marketers (and, frankly, lovely people), we want to make sure that doesn’t happen.

So, here’s how to look at all the “operational” bits of your business to make sure they can channel the torrent of new customers!

Your website, eCommerce store, or online presence. Make sure your website can handle the load. You’ll want to double-check response times, even when there’s lots of people on the website. Ensure all your calls to action are super clear, track how your visitors are using your site, and make tweaks and updates to make the sales and conversion funnel easier.

Your sales and onboarding process. Talk to your sales teams, sales call center, and onboarding operations. Make sure everyone knows what’s coming and that you have enough technical capacity and the right number of staff to handle all your calls.

Ensure all your sales staff are properly trained and know all of the processes, incentives, and other information they need to close sales. Find out if your sales department needs more resources. The aim is to deal with all your customers quickly, efficiently, and well, and ensure they don’t have to wait too long on the phone. Because hold music sucks.

Your logistics and distribution[/x_custom_headline][cs_text]If you need to ship products to wholesalers, retailers, or customers, make sure you’ve got the right logistics and distribution in place. Ensure you can pack up and dispatch your products quickly, so there are no delays or problems getting them delivered.

Your customer service area. When you get more sales, you also get more customer service requests. Ensure your customer support center is properly staffed and that you can handle and resolve customer issues quickly. If you’re marketing new products or services, ensure all of your support staff are properly trained on their use and possible problems.

Your software and business processes. Make sure you’ve got good communications and collaboration tools in place across your business. Your teams need to be able to talk to each other efficiently, track customers and actions, and ultimately provide a high level of service to everyone.

That goes for the software, systems, and processes your business relies on. If possible, stress test workflows, handoffs, and other possible bottlenecks so you can identify and resolve issues before they become a big problem.

All of this might seem like a lot of work, just because you’re launching a new marketing campaign, but if it does as well as you hope, you’ll be extremely happy you’ve got the right resources, training, and support in place to create super-happy customers.

How Your New Marketing Campaign Could Create Business Chaos (And How To Avoid It) Read More »

Ready to be an entrepreneur? Only if you can answer these questions

You’re a wide-eyed entrepreneur, dreaming of the next big idea and how it’s going to change the world. And you could be right — Perhaps you’ve got the genesis of the next Facebook, Apple, or Tesla in the back of your mind. Don’t be fooled though, being an entrepreneur is tough — It’s not just about the ideas, it’s about the flawless execution, the product, the hustle, the market, and more than just a little bit of luck.

It’s also about asking, and answering the right questions. So much of being an entrepreneur is about making the right decisions, and that comes from asking deep, penetrating questions of yourself, your business, your industry, and your customers.

Here are some of those questions you should be asking — Think about each of these deeply, see how they spin off into other questions, and answer them as best you can. These questions will help you validate your ideas, understand if your products can survive in the market, and see if you’ve got the resilience to succeed.

Questions about your products and services, or “What is it that my business does best?”

A great business starts with products and services that meet a genuine need and offers them to your customers in the best possible way. These are the questions you’ll need to answer.

  • Do I understand who my ideal customer is, and what they need from my business?
  • Have I validated our products and services to check that they solve a genuine problem?
  • Have I tested, tweaked and refined our products and services so that they are as good as they can be?
  • Do I have a consistent brand and visual identity that builds trust?
  • Do I know the best channels to make my customers aware of what we offer?
  • Have I built a community of early users?

If you can answer these questions confidently, you will create products, services, and brands that meet a genuine need, create trust, and add value for your customers.

Questions on your knowledge and expertise, or “I don’t need to make every decision myself.”

As a startup, you will want to have access to knowledge, and experience from several different sources. Use this expertise to guide you when you’re making decisions.

  • Do I have investors that I can speak to that can share insight and knowledge?
  • What are my co-founders and employees good at and how can I best use that expertise?
  • Do I understand the results of my decisions and the impact they have on the business?
  • How should I react when growth slows or stalls?
  • What is the best way for me to delegate tasks to others?
  • Am I collecting the right metrics and feedback and using them to help decision making?

Remember that there are people that can help you, and they want to see your business succeed as much as you do.

Questions about the culture, tools and processes to let you scale, or “We’re doubling business every quarter, and we’re on top of it.”

If you want to be successful and grow rapidly, you need to put the right culture, tools, and processes in place now to help you scale up.

  • Do I have a simple business structure that can be easily expanded as needed?
  • Am I communicating regularly with my people to let them know what’s happening?
  • Have I built a culture of trust and am I listening to my employees?
  • Are our business processes and tools as simple as possible?
  • Am I tracking progress and do I have realistic targets in place?
  • Do I have the best employees, freelancers, or outside experts in the right roles, with the right amount of accountability and ownership.

Good hiring and communications practices, combined with a simple organizational structure, active feedback and the right processes and tools will help your business thrive.

This is only a taster of what you want to think about, and starting to answer these questions will help you firm up the right ideas and approaches in your own mind.

One of the first things you’ll need to think about is “How do I share my business, ideas, products, and services with the world? How do I get my message out there?” That’s something we just might be able to help with.

Ready to be an entrepreneur? Only if you can answer these questions Read More »